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Trust For Professional Man shares owned by DKM Wealth Management

Quarter-by-quarter ownership of Trust For Professional Man (STBF) shares owned by DKM Wealth Management from 13F filings

Historical chart of DKM Wealth Management investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by DKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trust For Professional Man by DKM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 96k 25.47
2025-06-30 $2.1M 84k 25.35
2025-03-31 $744k 29k 25.29

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Thornburg Income Builder (TBLD)
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Tidal Trust I Fundstrat Granny (GRNY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Nuveen Ins Ca Tx Fr Adv Mun (NKX)
Trust For Professional Man Performance Tr S (STBF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Rbb Fund Trust Tweedy Browne (COPY)

View all positions for DKM Wealth Management

Top funds holding Trust For Professional Man

Brookwood Investment Group
DKM Wealth Management
Rothschild Investment
Cambridge Investment Research Advisors
Jane Street
Chicago Wealth Management
Winebrenner Capital Management
Geneos Wealth Management
Advisor Group Holdings
Royal Bank of Canada
CWM
UBS Group

View all funds holding Trust For Professional Man