DWR WEALTH MANAGEMENT, LLC
CIK
2123012
City
SAN JOSE
State / Country
CA
Top Portfolio Positions
28 positions ·
$21,765,521 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
27,160 | $6,892,936 | 31.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,578 | $1,578,270 | 7.25% | |
| NVDA |
Nvidia Corp
Technology
|
7,899 | $1,377,585 | 6.33% | |
| NFLX |
Netflix Inc
Communication Services
|
12,644 | $1,215,720 | 5.59% | |
| XOM |
Exxon Mobil Corp
Energy
|
6,387 | $1,083,618 | 4.98% | |
| CVX |
Chevron Corp
Energy
|
3,893 | $805,461 | 3.70% | |
| SBR |
Sabine Royalty Trust
Energy
|
10,466 | $788,508 | 3.62% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
417 | $721,001 | 3.31% | |
| NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
Financial Services
|
54,096 | $643,742 | 2.96% | |
| JNJ |
Johnson & Johnson
Healthcare
|
2,415 | $590,322 | 2.71% |
Portfolio Trend
Holdings in GNT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $135,270 | 16,200 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $120,690 | 16,200 | Shares | Sole | 2026-04-01 | |
| No 13F history on record for this holder in this stock. | ||||||