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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, SOR, TCAF, GRNY, IVV, and represent 48.19% of DKM Wealth Management's stock portfolio.
Added to shares of these 10 stocks: GRNJ, STBF, TLT, GRNY, ACWX, SOR, COPY, SII, TMSL, TBLD.
Started 3 new stock positions in SII, SRXH, PLUG.
Reduced shares in these 10 stocks: TCAF, IWM, JOET, , DLY, VNQ, BIZD, IJR, OEF, IEF.
Sold out of its positions in A, DLY.
DKM Wealth Management was a net buyer of stock by $7.0M.
DKM Wealth Management has $139M in assets under management (AUM), dropping by 3.47%.
Central Index Key (CIK): 0002055833

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Portfolio Holdings for DKM Wealth Management

DKM Wealth Management holds 76 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Thornburg Income Builder (TBLD)	14.7	$20M		965k	21.15	View chart
Source Capital Com Shs Of Ben I (SOR)	10.1	$14M	+2%	301k	46.32	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	9.8	$14M	-6%	383k	35.59	View chart
Tidal Trust I Fundstrat Granny (GRNY)	8.3	$12M	+9%	480k	23.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.3	$7.4M	+2%	11k	653.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	5.0	$7.0M		49k	142.43	View chart
Apple (AAPL)	4.2	$5.8M		23k	253.79	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	4.0	$5.5M		73k	75.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.4	$4.7M		8.2k	577.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.4	$4.7M		15k	320.81	View chart
Trust For Professional Man Performance Tr S (STBF)	3.3	$4.6M	+47%	183k	25.32	View chart
Tidal Trust Iii Fundstrat Granny (GRNJ)	3.3	$4.6M	+117%	184k	25.01	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	2.5	$3.5M	+2%	126k	27.57	View chart
Rbb Fund Trust Tweedy Browne (COPY)	2.2	$3.0M	+10%	220k	13.72	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.9	$2.6M	+103%	30k	86.69	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	1.8	$2.5M		213k	11.90	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.2	$1.7M	+38%	25k	68.47	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	1.2	$1.7M		142k	11.65	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.9	$1.3M	+25%	35k	36.67	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$1.1M		1.7k	650.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$1.1M		17k	64.08	View chart
Amazon (AMZN)	0.8	$1.1M		5.1k	208.27	View chart
Tesla Motors (TSLA)	0.7	$1.0M		2.8k	371.77	View chart
Lockheed Martin Corporation (LMT)	0.7	$985k		1.6k	604.42	View chart
NVIDIA Corporation (NVDA)	0.6	$811k		4.6k	174.40	View chart
Wells Fargo & Company (WFC)	0.4	$611k		7.7k	79.61	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$581k	-6%	1.8k	318.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$579k	-26%	2.3k	248.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$526k		881.00	597.55	View chart
Tidal Trust Iii Fundstrat Granny (GRNI)	0.4	$488k	+76%	26k	19.05	View chart
Microsoft Corporation (MSFT)	0.4	$486k		1.3k	370.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$462k		15k	30.68	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$449k	-2%	4.7k	95.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$425k	-8%	3.4k	124.31	View chart
Keysight Technologies (KEYS)	0.3	$417k		1.5k	282.37	View chart
Caterpillar (CAT)	0.3	$414k		585.00	708.07	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$403k		7.4k	54.05	View chart
Meta Platforms Cl A (META)	0.3	$374k		654.00	572.20	View chart
Japan Smaller Capitalizaion Fund (JOF)	0.3	$371k		34k	10.90	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$356k		828.00	430.29	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.2	$347k	+68%	9.6k	36.28	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.2	$311k	-39%	7.8k	40.03	View chart
Rio Tinto Sponsored Adr (RIO)	0.2	$303k		3.3k	93.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$301k		3.3k	90.53	View chart
Sprott Com New (SII)	0.2	$286k	NEW	2.0k	142.90	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$268k	-29%	3.0k	88.70	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$266k		2.4k	110.34	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.2	$264k		24k	11.24	View chart
Royce Micro Capital Trust (RMT)	0.2	$260k		23k	11.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$254k		530.00	479.36	View chart
Iren Ordinary Shares (IREN)	0.2	$250k		7.3k	34.28	View chart
Asa Gold And Precious Mtls L SHS (ASA)	0.2	$248k		4.0k	62.03	View chart
Btq Technologies Corp (BTQ)	0.2	$245k	+11%	92k	2.67	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.2	$241k		6.1k	39.73	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.2	$223k	-5%	11k	19.78	View chart
Barrick Mng Corp Com Shs (B)	0.1	$204k		5.0k	40.79	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$204k	-29%	16k	12.80	View chart
Cipher Mining (CIFR)	0.1	$174k	-6%	14k	12.87	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.1	$169k		18k	9.38	View chart
Opendoor Technologies (OPEN)	0.1	$112k	+39%	24k	4.68	View chart
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW)	0.1	$102k		12k	8.46	View chart
TETRA Technologies (TTI)	0.1	$90k		11k	8.52	View chart
Navitas Semiconductor Corp-a (NVTS)	0.1	$88k		10k	8.77	View chart
Joby Aviation Common Stock (JOBY)	0.1	$85k	-8%	10k	8.26	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.1	$73k		15k	4.87	View chart
Absci Corp (ABSI)	0.0	$60k		20k	3.00	View chart
Abcellera Biologics (ABCL)	0.0	$35k		10k	3.49	View chart
Sealsq Corp Ord Shs (LAES)	0.0	$26k		10k	2.62	View chart
Plug Pwr Com New (PLUG)	0.0	$23k	NEW	10k	2.26	View chart
Nano Dimension Sponsord Ads New (NNDM)	0.0	$17k		10k	1.70	View chart
Defi Technologies (DEFT)	0.0	$15k		28k	0.55	View chart
Zevia Pbc Cl A (ZVIA)	0.0	$15k		13k	1.17	View chart
I-80 Gold Corp (IAUX)	0.0	$15k		10k	1.52	View chart
Pacific Biosciences of California (PACB)	0.0	$13k		10k	1.32	View chart
Datavault Ai Com Shs (DVLT)	0.0	$6.2k		10k	0.62	View chart
Srx Health Solutions Com New (SRXH)	0.0	$1.3k	NEW	10k	0.13	View chart

Past Filings by DKM Wealth Management

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

DKM Wealth Management 2026 Q1 filed April 10, 2026
DKM Wealth Management 2025 Q4 filed Jan. 12, 2026
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

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