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Denver Wealth Management, Inc.
Denver Wealth Management, Inc. is a full-service, independent registered investment adviser headquartered in Greenwood Village, Colorado, USA. Founded in 2012 by Blair Braden and Zachary Bouck, the firm offers investment management, financial planning, and insurance services to families and individuals of all asset sizes. With a team of approximately 17-18 employees, their services span comprehensive wealth management, retirement planning, and customized financial advice for clients primarily in the United States.
Investment Strategy
Denver Wealth Management employs a personalized, four-step investment process—the Summit Investment Process—to design tailored financial plans and investment portfolios. As independent advisors, they are not bound to proprietary products and instead recommend solutions best suited to each client's unique needs. The firm serves a broad range of clients from beginners to high net worth individuals, focusing on comprehensive planning, asset allocation, long-term growth, and helping clients embrace financial confidence and a debt-free mentality.
Latest 13F Filing Activity
Denver Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 87 equity positions with a total 13F market value of $242M. The fund increased holdings in Invesco Exch Traded FD TR II, SPDR Series Trust, Ishares TR among other positions. Denver Wealth Management, Inc. reduced exposure to Select Sector SPDR TR, SPDR Ser TR, Janus Detroit STR TR among others.
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 23.17% | $56.0M | 770,715 | $54.00 | $72.69 | +$7.1M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 16.96% | $41.0M | 180,563 | $144.85 | $227.10 | +$10.0M |
R RWL | INVESCO EXCH TRADED FD TR II | 6.49% | $15.7M | 150,378 | $81.37 | $104.29 | +$1.6M |
I IWF | ISHARES TR | 5.80% | $14.0M | 33,022 | $267.33 | $424.58 | +$2.4M |
J JAAA | JANUS DETROIT STR TR | 4.27% | $10.3M | 203,400 | $50.74 | $50.75 | -$1.3M |
Industry Allocation
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