Portfolio (Quarterly) Guide ↗

DKM Wealth Management, Inc.

· CIK 0002055833

13F Portfolio $138.7B AUM 77 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 21 Added 11 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	A	AGILENT TECHNOLOGIES INC	Healthcare	1,498	$204K	0.15%	SOLD
2	DLY	DOUBLELINE YIELD OPPORTUNITI	Financial Services	10,556	$153K	0.11%	SOLD

Sector Allocation

Financial Services 72.5%

Technology 17.0%

Consumer Cyclical 4.5%

Industrials 3.3%

Basic Materials 1.1%

Communication Services 0.8%

Healthcare 0.2%

Real Estate 0.2%

Energy 0.2%

Consumer Defensive 0.0%