Dkm Wealth Management
$153M 13F equity value
77 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Dkm Wealth Management covers the quarter ended June 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 | 957,773 | $21M | 13.8% |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 369,501 | $15M | 9.9% |
| SOR | SOURCE CAPITAL | 313,096 | $14M | 9.4% |
| GRNY | TIDAL TRUST I | 507,436 | $14M | 9.2% |
| IVV | ISHARES TR | 11,309 | $8M | 5.5% |
| ITOT | ISHARES TR | 48,394 | $8M | 5.2% |
| GRNJ | TIDAL TRUST III | 209,522 | $7M | 4.3% |
| AAPL | APPLE INC | 22,618 | $7M | 4.3% |
| QQQ | INVESCO QQQ TR | 8,065 | $6M | 3.9% |
| SYLD | CAMBRIA ETF TR | 72,214 | $6M | 3.7% |
Track Dkm Wealth Management's 13F portfolio: $153M in reported holdings, 77 positions. Top holdings and quarterly changes on SentiSense.
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