Arkolith/Funds/DWR Wealth Management, LLC

DWR Wealth Management, LLC

CIK 2123012Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

DWR Wealth Management, LLC holds a focused book of 56 reported positions worth $133.6M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter they opened Eli Lilly & Co and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 13% of the reported non-option book. Cloning the disclosed picks since 2026 would be +14% (+33.5%/yr). That is a simulation of the disclosed long book, not audited returns.

DWR Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+13.8%
+33.5%/yr · since Apr '26
Their reported book
+9.6%
held from quarter-end
S&P 500
+16.9%
same window
$10K$10K$11K$11K$12KApr '26May '26Jun '26Jul '26Aug '26Sep '26
DWR Wealth Management, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.1 points over this window.

Growth of $10,000 cloning DWR Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
48%
Top 10 holdings
69%
Top 20 holdings
88%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

17% mapped to company sectors

ETFs / funds
74%
No sector on file yet
10%
Information Technology
9%
Consumer Discretionary
2%
Financials
1%
Energy
1%
Industrials
1%
Health Care
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as DWR Wealth Management, LLC

Manager / fundShared namesTheir $ in those
Shanda Asset Management Holdings Ltd5 / 56$2.1B
Donor Advised Charitable Giving, Inc.5 / 56$4.4B
Prospect Hill Management, LLC9 / 56$243.2M
Swiss Re Ltd21 / 56$1.0B
Hoffman, Alan N Investment Management8 / 56$154.1M
Draper Asset Management, LLC10 / 56$175.6M
9823 Capital, L.P.7 / 56$125.4M
H&H International Investment, LLC6 / 56$16.1B

Ranked by the share of each fund's own book sitting in the names it shares with DWR Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

56 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$17.3M23.2K
12.9%
−5.1%
Reduced · −1K sh
2Dimensional ETF Trust
INTL CORE EQT MK
$14.7M357.6K
11.0%
+8.0%
Added · +26K sh
3Dimensional ETF Trust
US HIGH PROF ETF
$13.2M319.1K
9.9%
+3.0%
Added · +9K sh
4Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$9.4M133.1K
7.1%
−5.6%
Reduced · −8K sh
5Dimensional ETF Trust
EMGR CRE EQT MNG
$8.8M222.9K
6.6%
+7.1%
Added · +15K sh
6Apple Inc
COM
$7.7M27.4K
5.8%
+0.9%
Added · +243 sh
7Dimensional ETF Trust
US EQUI MARK ETF
$7.4M91.6K
5.6%
+22%
Added · +16K sh
8Dimensional ETF Trust
US SMALL CAP ETF
$5.0M61.0K
3.7%
+9.0%
Added · +5K sh
9Dimensional ETF Trust
WORLD EX US CORE
$4.5M122.1K
3.3%
−4.1%
Reduced · −5K sh
10Vanguard Index FDS
REAL ESTATE ETF
$4.2M43.1K
3.2%
−11%
Reduced · −5K sh
11Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$4.1M68.5K
3.0%
−8.4%
Reduced · −6K sh
12Dimensional ETF Trust
CORE FIXE IN ETF
$3.6M85.6K
2.7%
+23%
Added · +16K sh
13Dimensional ETF Trust
ULTR FIX INC ETF
$3.6M71.0K
2.7%
+3.9%
Added · +3K sh
14Ishares TR
RUSSELL 2000 ETF
$3.0M10.1K
2.3%
−13%
Reduced · −2K sh
15Ishares TR
RUS 1000 ETF
$2.9M7.1K
2.2%
Held
16Dimensional ETF Trust
US REAL ESTA ETF
$2.8M106.5K
2.1%
+21%
Added · +18K sh
17Amazon Com Inc
COM
$1.8M7.6K
1.4%
+0.7%
Added · +55 sh
18Nvidia Corporation
COM
$1.6M8.0K
1.2%
+1.1%
Added · +87 sh
19Vanguard Intl Equity Index F
FTSE EUROPE ETF
$1.1M11.9K
0.8%
−2.1%
Reduced · −256 sh
20Vanguard Scottsdale FDS
VNG RUS2000IDX
$991K8.2K
0.7%
−2.4%
Reduced · −199 sh
21Netflix Inc.
COM
$898K12.2K
0.7%
−3.8%
Reduced · −475 sh
22Exxon Mobil Corp
COM
$874K6.4K
0.7%
+0.5%
Added · +34 sh
23Ishares TR
RUS 2000 VAL ETF
$856K3.9K
0.6%
−2.1%
Reduced · −83 sh
24Cisco Sys Inc
COM
$839K7.1K
0.6%
Held
25Sabine Rty TR
UNIT BEN INT
$760K10.5K
0.6%
Held
26Chevron Corporation
COM
$689K4.1K
0.5%
+5.1%
Added · +198 sh
27Nuveen Calif Amt Free Muni I
COM
$675K54.1K
0.5%
+0.1%
Added · +42 sh
28Arista Networks Inc
COM SHS
$656K4.0K
0.5%
+0.4%
Added · +16 sh
29Johnson & Johnson
COM
$655K2.5K
0.5%
+4.9%
Added · +118 sh
30Mercadolibre Inc
COM
$631K375
0.5%
−10%
Reduced · −42 sh
31State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$583K836
0.4%
Held
32Invesco QQQ TR
UNIT SER 1
$494K682
0.4%
+0.6%
Added · +4 sh
33Alphabet Inc
CAP STK CL A
$484K1.4K
0.4%
+3.6%
Added · +48 sh
34Ishares TR
ESG AW MSCI EAFE
$482K4.7K
0.4%
+2.7%
Added · +123 sh
35Ge Aerospace
COM NEW
$479K1.3K
0.4%
Held
36Cameco Corp
COM
$440K4.3K
0.3%
Held
37JPMorgan Chase & Co
COM
$435K1.3K
0.3%
+14%
Added · +164 sh
38Ishares TR
ESG AWR MSCI USA
$400K2.5K
0.3%
+3.1%
Added · +75 sh
39Berkshire Hathaway Inc Del
CL B NEW
$400K806
0.3%
−12%
Reduced · −110 sh
40Alphabet Inc
CAP STK CL C
$387K1.1K
0.3%
+2.9%
Added · +31 sh
41Microsoft Corp
COM
$375K1.0K
0.3%
−9.9%
Reduced · −112 sh
42Ge Vernova Inc
COM
$331K300
0.2%
Held
43Tesla Inc
COM
$311K756
0.2%
+1.3%
Added · +10 sh
44Meta Platforms Inc
CL A
$297K528
0.2%
+1.7%
Added · +9 sh
45State STR SPDR S&P 500 ETF T
TR UNIT
$297K400
0.2%
+0.3%
Added · +1 sh
46TCW ETF Trust
TRANSFRM 500 ETF
$287K3.3K
0.2%
+2.8%
Added · +89 sh
47Eli Lilly & Co
COM
$265K216
0.2%
New
New position
48Mastercard Incorporated
CL A
$252K495
0.2%
Held
49Ishares Inc
ESG AWR MSCI EM
$234K4.3K
0.2%
New
New position
50Arm Holdings PLC
SPONSORED ADS
$206K601
0.2%
New
New position
Showing 50 of 56 positions
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Filing history

As-of date vs the date the SEC received each filing

$133.6M · Q2 2026Q4 2025 · $107.8MQ2 2026 · $133.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 20268d56$133.6M13F-HR
Q1 2026Mar 31, 2026Apr 7, 20267d51$115.0M13F-HR
Q4 2025Dec 31, 2025Apr 1, 202691d50$107.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.