Dwm Financial Group, Inc. Top Holdings and 13F Report (2026) About Dwm Financial Group, Inc.Investment ActivityDwm Financial Group, Inc. has $127.73 million in total holdings as of September 30, 2026.Dwm Financial Group, Inc. owns shares of 65 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 18.60% of the portfolio was purchased this quarter.About 10.53% of the portfolio was sold this quarter.This quarter, Dwm Financial Group, Inc. has purchased 40 new stocks and bought additional shares in 18 stocks.Dwm Financial Group, Inc. sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings FT Vest U.S. Equity Deep Buffer ETF - March $30,630,612John Hancock Multifactor Mid Cap ETF $12,808,102Avantis U.S. Small Cap Value ETF $8,417,899iShares Gold Trust $8,278,983Vanguard Intermediate-Term Treasury ETF $7,171,474 Largest New Holdings this Quarter 78464A854 - SPDR Portfolio S&P 500 ETF $2,703,302 Holding78468R812 - SPDR MSCI USA StrategicFactors ETF $1,500,918 Holding78470P408 - SPDR SSGA US Sector Rotation ETF $1,359,745 Holding78463X434 - SPDR MSCI EAFE StrategicFactors ETF $1,216,687 Holding78470P630 - SSGA ACTIVE TR $1,031,263 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 30,117 shares (about $2.70M)SPDR MSCI USA StrategicFactors ETF 7,895 shares (about $1.50M)First Bancorp 22,487 shares (about $1.37M)SPDR SSGA US Sector Rotation ETF 20,475 shares (about $1.36M)SPDR MSCI EAFE StrategicFactors ETF 12,475 shares (about $1.22M) Largest Sales this Quarter iShares Gold Trust 73,761 shares (about $5.76M)John Hancock Multifactor Mid Cap ETF 25,594 shares (about $1.83M)Avantis U.S. Small Cap Value ETF 12,604 shares (about $1.48M)FT Vest U.S. Equity Deep Buffer ETF - March 32,368 shares (about $1.48M)TCW ETF TRUST 10,875 shares (about $1.14M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDwm Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDMARFT Vest U.S. Equity Deep Buffer ETF - March$30,630,612$1,479,865 ▼-4.6%669,96124.0%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$12,808,102$1,829,974 ▼-12.5%179,13410.0%ETFAVUVAvantis U.S. Small Cap Value ETF$8,417,899$1,484,382 ▼-15.0%71,4776.6%ETFIAUiShares Gold Trust$8,278,983$5,760,729 ▼-41.0%106,0056.5%ETFVGITVanguard Intermediate-Term Treasury ETF$7,171,474$358,659 ▲5.3%126,5705.6%ETFINVESCO EXCH TRD SLF IDX FD$6,592,443$461,152 ▲7.5%337,7765.2%BULL 2034 CO ETFTCW ETF TRUST$5,653,827$1,143,978 ▼-16.8%53,7474.4%TRANS SYSTE ETFFBNCFirst Bancorp$3,796,211$1,374,179 ▲56.7%62,1213.0%FinanceQQQInvesco QQQ$3,630,588$581,427 ▼-13.8%4,9082.8%ETFINVESCO EXCH TRD SLF IDX FD$3,311,068$268,644 ▲8.8%165,5632.6%BUL 2033 COR ETFSPLGSPDR Portfolio S&P 500 ETF$2,703,302$2,703,302 ▲New Holding30,1172.1%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$2,300,872$167,942 ▲7.9%117,4811.8%ETFGRAYSCALE COINDESK CRYPTO$1,969,891$114,849 ▲6.2%51,3531.5%USD SHSQUSSPDR MSCI USA StrategicFactors ETF$1,500,918$1,500,918 ▲New Holding7,8951.2%ETFAAPLApple$1,483,989$122,223 ▲9.0%4,4561.2%TechnologyXLSRSPDR SSGA US Sector Rotation ETF$1,359,745$1,359,745 ▲New Holding20,4751.1%ETFISHARES BITCOIN TRUST ETF$1,318,240$122,943 ▼-8.5%27,8461.0%SHS BEN INTQEFASPDR MSCI EAFE StrategicFactors ETF$1,216,687$1,216,687 ▲New Holding12,4751.0%ETFNVDANVIDIA$1,057,297$116,234 ▲12.4%4,6300.8%TechnologyVTIVanguard Total Stock Market ETF$1,031,405$22,829 ▼-2.2%2,7560.8%ETFSSGA ACTIVE TR$1,031,263$1,031,263 ▲New Holding36,0960.8%SST BRIDGEWATERHYBLState Street Blackstone High Income ETF$976,529$976,529 ▲New Holding35,4200.8%ETFRLYSPDR SSgA Multi-Asset Real Return ETF$920,022$920,022 ▲New Holding25,4220.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$848,598$848,598 ▲New Holding16,3950.7%ETFVTVVanguard Value ETF$844,6570.0%3,9090.7%ETFTOTLSPDR Doubleline Total Return Tactical ETF$772,648$772,648 ▲New Holding20,6480.6%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$764,144$764,144 ▲New Holding14,4560.6%ETFISHARES ETHEREUM TR$715,377$26,478 ▼-3.6%35,5560.6%SHSQEMMSPDR MSCI Emerging Markets StrategicFactors ETF$711,386$711,386 ▲New Holding8,8570.6%ETFEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$705,144$705,144 ▲New Holding29,5410.6%ETFSSGA ACTIVE TR$633,051$633,051 ▲New Holding26,3250.5%STATE STREET IGSPDWSPDR Portfolio Developed World ex-US ETF$610,353$610,353 ▲New Holding12,1560.5%ETFSPTLSPDR Portfolio Long Term Treasury ETF$599,327$599,327 ▲New Holding25,1290.5%ETFVGTVanguard Information Technology ETF$567,241$496,493 ▲701.8%4,5140.4%ETFGLDSPDR Gold Shares$558,692$269,254 ▲93.0%1,4670.4%ETFPATKPatrick Industries$547,595$62,425 ▼-10.2%8,0790.4%Consumer DiscretionaryMSFTMicrosoft$546,687$113,850 ▲26.3%1,0660.4%TechnologySLViShares Silver Trust$496,477$81,438 ▲19.6%9,1080.4%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$495,927$495,927 ▲New Holding24,3340.4%ETFGWXSPDR S&P International Small Cap ETF$463,310$463,310 ▲New Holding10,1670.4%ETFEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$457,176$457,176 ▲New Holding22,1930.4%ETFJUSTGoldman Sachs JUST U.S. Large Cap Equity ETF$456,774$21,040 ▼-4.4%4,1900.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$396,545$2,679 ▼-0.7%3,8480.3%ETFIAUMiShares Gold Trust Micro$391,457$391,457 ▲New Holding9,4510.3%ETFXLFFinancial Select Sector SPDR Fund$389,917$9,452 ▼-2.4%7,3020.3%ETFSPYSPDR S&P 500 ETF Trust$367,235$367,235 ▲New Holding4820.3%ETFAMZNAmazon.com$330,871$44,100 ▲15.4%1,3280.3%Consumer DiscretionaryPGProcter & Gamble$317,380$20,771 ▲7.0%2,1850.2%Consumer StaplesCALAMOS ETF TR$317,258$82,831 ▼-20.7%15,3130.2%CALAMOS BIT 80 SEAGGiShares ESG Aware U.S. Aggregate Bond ETF$313,085$64,934 ▲26.2%6,9190.2%ETFSPDR SERIES TRUST$310,557$310,557 ▲New Holding10,7720.2%ST POR TREAS ETFDSEPFT Vest U.S. Equity Deep Buffer ETF - September$306,3170.0%6,2680.2%ETFGOOGLAlphabet$306,231$306,231 ▲New Holding8900.2%Communication ServicesCSXCSX$300,671$14,836 ▲5.2%6,4650.2%IndustrialsETNEaton$299,5080.0%6970.2%IndustrialsVOOVanguard S&P 500 ETF$295,803$60,282 ▲25.6%4220.2%ETFVHTVanguard Health Care ETF$292,703$25,288 ▲9.5%9260.2%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$265,588$265,588 ▲New Holding4,2130.2%ETFDHTDHT$252,992$252,992 ▲New Holding11,2090.2%EnergyXLKTechnology Select Sector SPDR Fund$248,460$248,460 ▲New Holding1,2690.2%ETFXLEEnergy Select Sector SPDR Fund$233,106$233,106 ▲New Holding3,7900.2%ETFTSLATesla$226,369$226,369 ▲New Holding6380.2%Consumer DiscretionaryINVESCO EXCH TRD SLF IDX FD$218,344$174,584 ▼-44.4%9,6100.2%BULLETSHARE 2034IVWiShares S&P 500 Growth ETF$214,528$214,528 ▲New Holding1,5080.2%ETFKOPNKopin$184,0000.0%40,0000.1%TechnologyKGCKinross Gold$0$217,085 ▼-100.0%00.0%MaterialsCDECoeur Mining$0$214,834 ▼-100.0%00.0%MaterialsINVESCO EXCH TRD SLF IDX FD$0$213,769 ▼-100.0%00.0%BULLE MUN ETFShowing largest 100 holdings. 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