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

DKM Wealth Management

Latest statistics and disclosures from DKM Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are TBLD, TCAF, SOR, GRNY, ITOT, and represent 50.03% of DKM Wealth Management's stock portfolio.
Added to shares of these 10 stocks: GRNY, COPY, Btq Technologies Corp, BMNR, META, TSLA, AAPL, STBF, IREN, IVV.
Started 9 new stock positions in Btq Technologies Corp, RIO, CIFR, BMNR, LAES, IREN, META, OPEN, JOBY.
Reduced shares in these 10 stocks: SYLD, TLT, GOOGL, TCAF, TBLD, IWM, ITOT, VNQ, OEF, JOET.
Sold out of its position in GOOGL.
DKM Wealth Management was a net buyer of stock by $1.2M.
DKM Wealth Management has $125M in assets under management (AUM), dropping by 7.44%.
Central Index Key (CIK): 0002055833

Tip: Access up to 7 years of quarterly data

Positions held by DKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for DKM Wealth Management

DKM Wealth Management holds 65 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Thornburg Income Builder (TBLD)	15.0	$19M		941k	19.89	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	11.5	$14M		380k	37.70	View chart
Source Capital Com Shs Of Ben I (SOR)	10.3	$13M		286k	45.02	View chart
Tidal Trust I Fundstrat Granny (GRNY)	7.4	$9.2M	+19%	369k	24.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	5.8	$7.2M		49k	145.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.7	$7.1M	+3%	11k	669.29	View chart
Apple (AAPL)	4.7	$5.8M	+7%	23k	254.63	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	4.2	$5.3M	-38%	77k	68.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.8	$4.8M		15k	328.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$4.8M		7.9k	600.37	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	2.4	$2.9M	+5%	109k	26.78	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	2.2	$2.7M		213k	12.67	View chart
Trust For Professional Man Performance Tr S (STBF)	2.0	$2.4M	+14%	96k	25.47	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.6	$2.0M	-40%	23k	89.37	View chart
Rbb Fund Trust Tweedy Browne (COPY)	1.6	$2.0M	+169%	163k	12.31	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	1.3	$1.6M		142k	11.50	View chart
Tesla Motors (TSLA)	1.0	$1.2M	+54%	2.8k	444.75	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$1.1M		1.7k	666.01	View chart
Amazon (AMZN)	0.9	$1.1M		5.2k	219.57	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.9	$1.1M	+6%	17k	65.01	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$1.0M		17k	59.92	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.8	$991k	+25%	28k	35.17	View chart
NVIDIA Corporation (NVDA)	0.7	$852k		4.6k	186.57	View chart
Lockheed Martin Corporation (LMT)	0.7	$812k		1.6k	499.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$779k	-21%	3.2k	241.96	View chart
Microsoft Corporation (MSFT)	0.5	$675k	+2%	1.3k	517.82	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$648k	-8%	1.9k	332.85	View chart
Wells Fargo & Company (WFC)	0.5	$638k		7.6k	83.82	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.5	$619k	-3%	14k	43.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$540k		881.00	612.38	View chart
Btq Technologies Corp	0.4	$507k	NEW	73k	6.92	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$481k		5.0k	96.46	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.4	$475k	NEW	9.2k	51.93	View chart
Meta Platforms Cl A (META)	0.4	$458k	NEW	624.00	734.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$455k		3.8k	118.83	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$411k		15k	27.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$403k		7.4k	54.18	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$397k	-18%	4.3k	91.42	View chart
Japan Smaller Capitalizaion Fund (JOF)	0.3	$358k		34k	10.54	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.3	$335k		22k	14.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$294k		828.00	355.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$290k		3.3k	87.31	View chart
Iren Ordinary Shares (IREN)	0.2	$287k	NEW	6.1k	46.93	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.2	$282k		24k	11.99	View chart
Caterpillar (CAT)	0.2	$279k		585.00	476.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$274k	+10%	545.00	502.91	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$268k		2.4k	111.20	View chart
Keysight Technologies (KEYS)	0.2	$264k	+4%	1.5k	174.92	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$247k		6.1k	40.57	View chart
Royce Micro Capital Trust (RMT)	0.2	$239k		23k	10.39	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$225k	-5%	3.5k	65.00	View chart
Rio Tinto Sponsored Adr (RIO)	0.2	$215k	NEW	3.3k	66.01	View chart
Joby Aviation Common Stock (JOBY)	0.1	$182k	NEW	11k	16.14	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.1	$160k		18k	8.90	View chart
Cipher Mining (CIFR)	0.1	$157k	NEW	13k	12.59	View chart
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW)	0.1	$107k		12k	8.89	View chart
Opendoor Technologies (OPEN)	0.1	$106k	NEW	13k	7.97	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.1	$79k		15k	5.27	View chart
TETRA Technologies (TTI)	0.1	$72k		13k	5.75	View chart
Absci Corp (ABSI)	0.0	$61k		20k	3.04	View chart
Aurora Cannabis (ACB)	0.0	$60k		10k	5.96	View chart
Abcellera Biologics (ABCL)	0.0	$50k		10k	5.03	View chart
Sealsq Corp Ord Shs (LAES)	0.0	$37k	NEW	10k	3.74	View chart
Zevia Pbc Cl A (ZVIA)	0.0	$35k		13k	2.72	View chart
I-80 Gold Corp (IAUX)	0.0	$9.6k		10k	0.96	View chart

Past Filings by DKM Wealth Management

SEC 13F filings are viewable for DKM Wealth Management going back to 2024

DKM Wealth Management 2025 Q3 filed Oct. 10, 2025
DKM Wealth Management 2025 Q2 filed July 15, 2025
DKM Wealth Management 2025 Q1 amended filed July 15, 2025
DKM Wealth Management 2025 Q1 filed April 11, 2025
DKM Wealth Management 2024 Q4 filed Feb. 12, 2025

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