DHK Financial Advisors

DHK Financial Advisors as of June 30, 2025

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