Dkm Wealth Management
$158M 13F equity value
77 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Dkm Wealth Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TBLD | THORNBURG INCM BUILDER OPP T | 973,499 | $20M | 12.5% |
| GRNY | TIDAL TRUST I | 534,961 | $15M | 9.4% |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 351,748 | $15M | 9.4% |
| SOR | SOURCE CAPITAL | 318,676 | $14M | 9.2% |
| IVV | ISHARES TR | 11,297 | $9M | 5.5% |
| ITOT | ISHARES TR | 50,917 | $8M | 5.4% |
| AAPL | APPLE INC | 22,456 | $7M | 4.7% |
| GRNJ | TIDAL TRUST III | 243,072 | $7M | 4.5% |
| QQQ | INVESCO QQQ TR | 8,296 | $6M | 3.9% |
| SYLD | CAMBRIA ETF TR | 72,964 | $6M | 3.7% |
Track Dkm Wealth Management's 13F portfolio: $158M in reported holdings, 77 positions. Top holdings and quarterly changes on SentiSense.
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