DWM Financial Group, Inc. current holdings: USA Stocks
DWM Financial Group, Inc. reported $0.02 billion in share positions in stocks (listed in the US), 15 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are IAU, FBNC, AAPL.
- IAU: Country of operation United States; Class ISHARES NEW; Shares 179,766; Value $14,591,627.
- FBNC: Country of operation United States; Class COM; Shares 39,634; Value $2,013,011.
- AAPL: Country of operation United States; Class COM; Shares 4,089; Value $1,111,503.
- PATK: Country of operation United States; Class COM; Shares 9,000; Value $975,887.
Form 13F-HR as filed (SEC CIK 1759545): quarter ended 2026-06-30, filed 2026-08-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
IAU
ISHARES GOLD TR | United States | ISHARES NEW | 179,766 | $14,591,627 | 65.76% | 2026-06-30 | 2026-08-14 | +3.99% |
|---|
FBNC
FIRST BANCORP N C | United States | COM | 39,634 | $2,013,011 | 9.07% | 2026-06-30 | 2026-08-14 | -2.53% |
|---|
AAPL
APPLE INC | United States | COM | 4,089 | $1,111,503 | 5.01% | 2026-06-30 | 2026-08-14 | |
|---|
PATK
PATRICK INDS INC | United States | COM | 9,000 | $975,887 | 4.40% | 2026-06-30 | 2026-08-14 | -23.01% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 4,121 | $768,475 | 3.46% | 2026-06-30 | 2026-08-14 | +13.55% |
|---|
SLV
ISHARES SILVER TR | United States | ISHARES | 7,614 | $490,494 | 2.21% | 2026-06-30 | 2026-08-14 | +3.76% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 844 | $408,279 | 1.84% | 2026-06-30 | 2026-08-14 | +36.44% |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 760 | $301,196 | 1.36% | 2026-06-30 | 2026-08-14 | +3.94% |
|---|
PG
PROCTER & GAMBLE CO | United States | COM | 2,042 | $292,623 | 1.32% | 2026-06-30 | 2026-08-14 | +1.15% |
|---|
AMZN
AMAZON COM INC | United States | COM | 1,151 | $265,674 | 1.20% | 2026-06-30 | 2026-08-14 | +3.50% |
|---|
CSX
CSX CORP | United States | COM | 6,146 | $222,788 | 1.00% | 2026-06-30 | 2026-08-14 | -1.26% |
|---|
ETN
EATON CORP PLC | | SHS | 697 | $222,001 | 1.00% | 2026-06-30 | 2026-08-14 | +1.68% |
|---|
KGC
KINROSS GOLD CORP | | COM | 7,709 | $217,085 | 0.98% | 2026-06-30 | 2026-08-14 | +2.96% |
|---|
CDE
COEUR MNG INC | United States | COM NEW | 12,049 | $214,834 | 0.97% | 2026-06-30 | 2026-08-14 | +9.31% |
|---|
KOPN
KOPIN CORP | United States | COM | 40,000 | $93,600 | 0.42% | 2026-06-30 | 2026-08-14 | +6.03% |
|---|
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