Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

DHK Financial Advisors

Latest statistics and disclosures from DHK Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.B, BRK.A, VT, GLD, SPY, and represent 48.54% of DHK Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: FTSL, DGRW, DGS, VPU, GLD, WMT, V, BKNG, LMB, GTX.
Started 2 new stock positions in BKNG, WMT.
Reduced shares in these 10 stocks: SPY, IWV, EFA, VONG, TSPA, QUAL, VONV, IWM, AGG, BIV.
Sold out of its positions in GTN, IWM, MMC, PEP, TMUS.
DHK Financial Advisors was a net seller of stock by $-16M.
DHK Financial Advisors has $174M in assets under management (AUM), dropping by -4.62%.
Central Index Key (CIK): 0001922962

Tip: Access up to 7 years of quarterly data

Positions held by DHK Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for DHK Financial Advisors

DHK Financial Advisors holds 87 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	20.0	$35M		71k	485.77	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	10.5	$18M		25.00	728800.00	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	9.0	$16M		122k	128.52	View chart
Spdr Gold Tr Gold Shs (GLD)	5.2	$9.1M	+3%	30k	304.83	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.8	$6.7M	-41%	11k	619.62	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	2.7	$4.6M	+79%	101k	45.89	View chart
Vanguard World Utilities Etf (VPU)	2.3	$3.9M	+15%	22k	176.51	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.0	$3.5M	+100%	43k	81.80	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.7	$3.0M	-56%	8.6k	351.00	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.7	$2.9M		44k	67.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$2.8M		33k	83.48	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	1.5	$2.6M		60k	42.60	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.4	$2.5M		27k	93.79	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.4	$2.4M		56k	42.59	View chart
Columbia Etf Tr Ii India Consmr Etf (INCO)	1.2	$2.1M		33k	64.88	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.2	$2.1M		59k	35.28	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.0	$1.8M		24k	75.58	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	1.0	$1.8M		46k	39.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$1.7M		3.2k	552.26	View chart
PAR Technology Corporation (PAR)	1.0	$1.7M		24k	69.37	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.9	$1.7M		32k	51.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$1.6M	-3%	33k	49.46	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.9	$1.6M	-50%	15k	109.20	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.9	$1.5M	-50%	39k	38.89	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$1.5M	-50%	8.1k	182.82	View chart
Spdr Series Trust S&p Cap Mkts (KCE)	0.8	$1.5M		10k	144.93	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.8	$1.5M	+100%	28k	51.77	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.8	$1.4M	-50%	17k	85.21	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.8	$1.3M		17k	77.18	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$1.3M		24k	55.10	View chart
Vaneck Etf Trust India Growth Ldr (GLIN)	0.7	$1.3M		27k	48.19	View chart
Ishares Tr Msci China Etf (MCHI)	0.7	$1.3M		23k	55.10	View chart
Tempur-Pedic International (SGI)	0.7	$1.2M		18k	68.05	View chart
Ishares Tr Msci Usa Value (VLUE)	0.7	$1.2M		11k	113.21	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.7	$1.2M		4.3k	278.88	View chart
NVIDIA Corporation (NVDA)	0.7	$1.2M		7.4k	158.00	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.7	$1.2M		10k	111.18	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.6	$1.1M		26k	44.14	View chart
Microsoft Corporation (MSFT)	0.5	$938k		1.9k	497.33	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.5	$930k		10k	89.17	View chart
Limbach Hldgs (LMB)	0.5	$882k	+17%	6.3k	140.10	View chart
JPMorgan Chase & Co. (JPM)	0.5	$850k		2.9k	289.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$843k	-50%	8.5k	99.20	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$790k		8.0k	98.24	View chart
T Rowe Price Etf Growth Etf (TGRT)	0.5	$789k		20k	40.42	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$770k	-50%	10k	77.34	View chart
Api Group Corp Com Stk (APG)	0.4	$761k		15k	51.05	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.4	$679k		4.6k	147.62	View chart
Apple (AAPL)	0.4	$672k		3.3k	205.19	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$654k	-34%	11k	60.03	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$637k		4.7k	134.39	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$631k		6.9k	91.10	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$628k		16k	40.49	View chart
Garrett Motion (GTX)	0.4	$612k	+9%	58k	10.51	View chart
Potbelly (PBPB)	0.3	$584k		48k	12.25	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$578k		8.8k	65.50	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$573k		7.1k	80.65	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$556k	-50%	11k	51.44	View chart
Live Nation Entertainment (LYV)	0.3	$545k	-9%	3.6k	151.28	View chart
Amazon (AMZN)	0.3	$530k		2.4k	219.39	View chart
Visa Com Cl A (V)	0.3	$516k	+100%	1.5k	352.76	View chart
CRH Ord (CRH)	0.3	$505k		5.5k	91.80	View chart
Ishares Tr Global 100 Etf (IOO)	0.3	$485k		4.5k	107.81	View chart
Broadcom (AVGO)	0.3	$484k		1.8k	275.65	View chart
Global X Fds Adaptive Us (AUSF)	0.3	$447k		10k	44.70	View chart
Dream Finders Homes Com Cl A (DFH)	0.3	$447k		18k	25.13	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$437k		10k	43.69	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$435k	+4%	13k	32.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$434k	-2%	2.5k	176.26	View chart
Natural Resource Partners L Com Unit Ltd Par (NRP)	0.2	$421k		4.4k	95.51	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$419k	-37%	2.7k	157.76	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$416k		8.1k	51.57	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.2	$413k		3.5k	116.89	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$374k		7.2k	52.02	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$361k	-14%	14k	25.30	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$347k		4.4k	79.28	View chart
Research Solutions (RSSS)	0.2	$341k		119k	2.87	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$337k	-89%	3.8k	89.40	View chart
Wal-Mart Stores (WMT)	0.2	$302k	NEW	3.2k	92.92	View chart
Ishares Tr North Amern Nat (IGE)	0.2	$290k		6.6k	44.25	View chart
Remitly Global (RELY)	0.2	$271k		14k	18.77	View chart
Lam Research Corp Com New (LRCX)	0.2	$270k	-2%	2.8k	97.57	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$262k	-50%	2.2k	119.09	View chart
Meta Platforms Cl A (META)	0.1	$250k	-2%	338.00	738.83	View chart
Costco Wholesale Corporation (COST)	0.1	$243k		245.00	989.94	View chart
Charles Schwab Corporation (SCHW)	0.1	$236k		2.6k	91.23	View chart
Booking Holdings (BKNG)	0.1	$232k	NEW	40.00	5789.25	View chart

Past Filings by DHK Financial Advisors

SEC 13F filings are viewable for DHK Financial Advisors going back to 2022

DHK Financial Advisors 2025 Q2 filed Aug. 14, 2025
DHK Financial Advisors 2025 Q1 filed April 11, 2025
DHK Financial Advisors 2024 Q4 filed Jan. 22, 2025
DHK Financial Advisors 2024 Q3 filed Oct. 24, 2024
DHK Financial Advisors 2024 Q2 filed Aug. 9, 2024
DHK Financial Advisors 2024 Q1 filed May 10, 2024
DHK Financial Advisors 2023 Q4 filed Jan. 29, 2024
DHK Financial Advisors 2023 Q3 filed Nov. 1, 2023
DHK Financial Advisors 2023 Q2 filed July 19, 2023
DHK Financial Advisors 2023 Q1 filed May 12, 2023
DHK Financial Advisors 2022 Q4 filed Jan. 31, 2023
DHK Financial Advisors 2022 Q3 filed Nov. 8, 2022
DHK Financial Advisors 2022 Q2 filed Aug. 15, 2022
DHK Financial Advisors 2021 Q4 filed April 13, 2022
DHK Financial Advisors 2022 Q1 filed April 13, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z