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DKM Wealth Management

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

Top 5 stock holdings are TBLD, TCAF, SYLD, ITOT, IVV, and represent 55.13% of DKM Wealth Management's stock portfolio.
Added to shares of these 10 stocks: GRNY, OAKM, STBF, TCAF, QQQ, IVV, ITOT, COPY, TSLA, JOET.
Started 3 new stock positions in OAKM, STBF, COPY.
Reduced shares in these 10 stocks: SOR (-$12M), SYLD, AVUV, TMSL, TLT, CAT, IVE, , BRK.B, VTI.
Sold out of its positions in A, AVUV, CAT, IVE, SOR, TMSL.
DKM Wealth Management was a net seller of stock by $-12M.
DKM Wealth Management has $92M in assets under management (AUM), dropping by -13.12%.
Central Index Key (CIK): 0002055833

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Portfolio Holdings for DKM Wealth Management

DKM Wealth Management holds 49 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Thornburg Income Builder (TBLD)	19.1	$18M		975k	17.94	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	13.9	$13M	+2%	394k	32.28	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	9.5	$8.7M	-18%	137k	63.80	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	6.8	$6.2M	+4%	51k	122.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.9	$5.4M	+5%	9.6k	561.89	View chart
Tidal Etf Tr Fundstrat Granny (GRNY)	5.3	$4.9M	+50%	268k	18.18	View chart
Apple (AAPL)	5.2	$4.8M		21k	222.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.3	$4.0M	-2%	15k	274.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.1	$3.7M	+8%	8.0k	468.92	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	2.9	$2.7M		213k	12.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.8	$1.6M		8.2k	199.48	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	1.7	$1.6M		142k	11.24	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	1.7	$1.6M	NEW	64k	24.45	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.7	$1.6M	-24%	17k	91.03	View chart
Amazon (AMZN)	1.1	$972k		5.1k	190.26	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$957k		1.7k	559.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$873k		17k	50.83	View chart
Trust For Professional Man Performance Tr S (STBF)	0.8	$744k	NEW	29k	25.29	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.8	$744k	+2%	13k	55.45	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$739k	+6%	2.7k	270.83	View chart
Lockheed Martin Corporation (LMT)	0.8	$726k		1.6k	446.73	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.6	$576k	+9%	16k	36.57	View chart
Wells Fargo & Company (WFC)	0.6	$545k		7.6k	71.79	View chart
NVIDIA Corporation (NVDA)	0.5	$498k	+2%	4.6k	108.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$490k	-3%	4.7k	104.57	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$489k		18k	27.96	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$487k		5.4k	90.54	View chart
Microsoft Corporation (MSFT)	0.5	$486k		1.3k	375.49	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$484k	-3%	5.1k	95.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$457k		889.00	513.91	View chart
Tesla Motors (TSLA)	0.5	$417k	+29%	1.6k	259.19	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.4	$375k		22k	16.76	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$337k		7.4k	45.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$331k		2.1k	154.64	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.3	$302k		24k	12.86	View chart
Japan Smaller Capitalizaion Fund (JOF)	0.3	$285k		34k	8.39	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$268k		2.4k	111.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$264k	-33%	495.00	532.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$252k		3.3k	75.65	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.3	$245k		6.1k	40.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$239k		828.00	288.14	View chart
Keysight Technologies (KEYS)	0.2	$217k		1.4k	149.77	View chart
Rbb Fund Trust Tweedy Browne (COPY)	0.2	$206k	NEW	20k	10.33	View chart
Rio Tinto Sponsored Adr (RIO)	0.2	$205k		3.4k	60.08	View chart
Royce Micro Capital Trust (RMT)	0.2	$194k		23k	8.43	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.2	$156k		18k	8.65	View chart
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW)	0.1	$106k		12k	8.79	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.1	$81k		15k	5.38	View chart
Abcellera Biologics (ABCL)	0.0	$22k		10k	2.23	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 Q1 filed April 11, 2025
DKM Wealth Management 2024 Q4 filed Feb. 12, 2025

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