DHK Financial Advisors

DHK Financial Advisors as of March 31, 2025

Portfolio Holdings for DHK Financial Advisors

DHK Financial Advisors holds 90 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
Berkshire Hathaway Inc Del Cl B New (BRK.B) 20.9 $38M 71k 532.58
Berkshire Hathaway Inc Del Cl A (BRK.A) 10.9 $20M 25.00 798441.60
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 7.8 $14M 122k 115.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.7 $10M 19k 561.07
Spdr Gold Tr Gold Shs (GLD) 4.5 $8.3M 29k 288.14
Ishares Tr Russell 3000 Etf (IWV) 3.5 $6.3M 20k 317.64
Vanguard World Utilities Etf (VPU) 1.8 $3.3M 19k 170.81
Ishares Tr Msci Eafe Etf (EFA) 1.6 $2.9M 35k 81.73
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.5 $2.8M 34k 82.54
T Rowe Price Etf Us Equity Resear (TSPA) 1.5 $2.8M 79k 35.16
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.5 $2.8M 16k 170.89
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.5 $2.7M 29k 92.79
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.5 $2.7M 44k 60.66
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.4 $2.6M 56k 45.65
Ishares Tr Core Msci Eafe (IEFA) 1.4 $2.5M 34k 75.65
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.3 $2.4M 60k 40.76
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.3 $2.3M 27k 88.00
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.1 $2.0M 56k 35.88
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.1 $2.0M 59k 33.68
Columbia Etf Tr Ii India Consmr Etf (INCO) 1.1 $2.0M 33k 59.53
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.9 $1.7M 21k 79.86
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $1.7M 17k 98.92
Franklin Templeton Etf Tr Franklin India (FLIN) 0.9 $1.7M 45k 36.84
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.9 $1.6M 32k 51.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $1.5M 34k 45.26
Vanguard Bd Index Fds Intermed Term (BIV) 0.8 $1.5M 20k 76.57
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.8 $1.5M 24k 63.00
PAR Technology Corporation (PAR) 0.8 $1.5M 24k 61.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.5M 3.2k 469.69
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.7 $1.3M 24k 54.76
Spdr Ser Tr S&p Cap Mkts (KCE) 0.7 $1.3M 10k 126.17
Ishares Tr Msci China Etf (MCHI) 0.7 $1.2M 23k 54.40
Ishares Tr Msci India Sm Cp (SMIN) 0.6 $1.2M 17k 68.09
Vaneck Etf Trust India Growth Ldr (GLIN) 0.6 $1.1M 27k 42.87
Ishares Tr Msci Usa Value (VLUE) 0.6 $1.1M 11k 106.65
Ishares Tr Usd Inv Grde Etf (USIG) 0.6 $1.1M 22k 51.08
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.6 $1.1M 25k 43.64
Tempur-Pedic International (SGI) 0.6 $1.1M 18k 59.88
Ishares Tr Russell 2000 Etf (IWM) 0.5 $956k 4.8k 199.49
Vaneck Etf Trust Semiconductr Etf (SMH) 0.5 $907k 4.3k 211.47
Ishares Core Msci Emkt (IEMG) 0.5 $894k 17k 53.97
NVIDIA Corporation (NVDA) 0.4 $816k 7.5k 108.39
Vaneck Etf Trust Uranium And Nucl (NLR) 0.4 $765k 10k 73.27
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.4 $735k 8.0k 91.54
Apple (AAPL) 0.4 $732k 3.3k 222.13
Microsoft Corporation (MSFT) 0.4 $716k 1.9k 375.32
JPMorgan Chase & Co. (JPM) 0.4 $710k 2.9k 245.33
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.4 $691k 10k 66.26
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.4 $681k 14k 48.31
T Rowe Price Etf Growth Etf (TGRT) 0.4 $670k 20k 34.30
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $638k 4.2k 150.98
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $601k 6.9k 87.17
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $567k 7.2k 78.89
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $564k 16k 36.41
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $545k 4.7k 115.59
Api Group Corp Com Stk (APG) 0.3 $533k 15k 35.76
Live Nation Entertainment (LYV) 0.3 $523k 4.0k 130.58
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $520k 4.4k 118.14
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $516k 8.7k 58.98
CRH Ord (CRH) 0.3 $484k 5.5k 88.34
Amazon (AMZN) 0.3 $465k 2.4k 190.26
Natural Resource Partners L Com Unit Ltd Par (NRP) 0.3 $458k 4.4k 103.90
Potbelly (PBPB) 0.2 $453k 48k 9.51
Garrett Motion (GTX) 0.2 $445k 53k 8.37
Global X Fds Adaptive Us (AUSF) 0.2 $437k 10k 43.65
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $436k 4.6k 94.67
Ishares Tr Global 100 Etf (IOO) 0.2 $433k 4.5k 96.29
Dream Finders Homes Com Cl A (DFH) 0.2 $401k 18k 22.56
Limbach Hldgs (LMB) 0.2 $400k 5.4k 74.47
Ishares Silver Tr Ishares (SLV) 0.2 $393k 13k 30.99
Alphabet Cap Stk Cl A (GOOGL) 0.2 $390k 2.5k 154.66
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $390k 17k 23.43
American Centy Etf Tr Avantis Us Small (AVSC) 0.2 $389k 8.0k 48.40
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.2 $380k 3.5k 107.88
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $377k 10k 37.73
Fidelity Covington Trust High Divid Etf (FDVV) 0.2 $354k 7.1k 49.60
Research Solutions (RSSS) 0.2 $309k 119k 2.60
Remitly Global (RELY) 0.2 $300k 14k 20.80
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $300k 4.3k 69.73
Ishares Tr North Amern Nat (IGE) 0.2 $297k 6.5k 45.47
Broadcom (AVGO) 0.2 $296k 1.8k 167.43
Visa Com Cl A (V) 0.1 $256k 729.00 350.46
Costco Wholesale Corporation (COST) 0.1 $228k 241.00 945.78
Marsh & McLennan Companies (MMC) 0.1 $211k 866.00 244.03
Lam Research Corp Com New (LRCX) 0.1 $208k 2.9k 72.93
Metropcs Communications (TMUS) 0.1 $206k 772.00 266.71
Charles Schwab Corporation (SCHW) 0.1 $202k 2.6k 78.29
Pepsi (PEP) 0.1 $202k 1.3k 149.91
Meta Platforms Cl A (META) 0.1 $201k 348.00 576.80
Gray Television (GTN) 0.1 $126k 29k 4.32