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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
Page 2 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEA VANGUARD TAX-MANAGED FDS 16,911.0 $1.1M 0.78% $64.08 +8.1%
22 AMZN AMAZON COM INC Consumer Cyclical 5,143.0 $1.1M 0.77% $208.27 +27.0%
23 TSLA TESLA INC Consumer Cyclical 2,762.0 $1.0M 0.74% +20.0 +0.7% $371.77 +10.7%
24 LMT LOCKHEED MARTIN CORP Industrials 1,630.0 $985K 0.71% $604.42 -13.7%
25 NVDA NVIDIA CORPORATION Technology 4,648.0 $811K 0.58% $174.40 +27.3%
26 WFC WELLS FARGO & CO Financial Services 7,669.0 $611K 0.44% +51.0 +0.7% $79.61 -6.8%
27 OEF ISHARES TR 1,827.0 $581K 0.42% -120.0 -6.2% $318.11 +15.6%
28 IWM ISHARES TR 2,334.0 $579K 0.42% -857.0 -26.9% $248.00 +11.2%
29 VOO VANGUARD INDEX FDS 881.0 $526K 0.38% $597.55 +13.3%
30 GRNI TIDAL TRUST III 25,600.0 $488K 0.35% +11K +76.1% $19.05 +9.0%
31 MSFT MICROSOFT CORP Technology 1,312.0 $486K 0.35% +18.0 +1.4% $370.20 +13.5%
32 SCHD SCHWAB STRATEGIC TR 15,060.0 $462K 0.33% $30.68 +3.9%
33 IEF ISHARES TR 4,702.0 $449K 0.32% -126.0 -2.6% $95.44 -2.0%
34 IJR ISHARES TR 3,415.0 $425K 0.31% -315.0 -8.4% $124.31 +8.2%
35 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,478.0 $417K 0.30% $282.37 +20.8%
36 CAT CATERPILLAR INC Industrials 585.0 $414K 0.30% $708.07 +22.1%
37 VWO VANGUARD INTL EQUITY INDEX F 7,446.0 $402K 0.29% $54.05 +8.0%
38 META META PLATFORMS INC Communication Services 654.0 $374K 0.27% $572.20 +6.6%
39 JOF JAPAN SMALLER CAPITALIZATION Financial Services 34,001.0 $371K 0.27% $10.90 +5.4%
40 GLD SPDR GOLD TR Financial Services 828.0 $356K 0.26% $430.29 -2.9%
Page 2 of 4  ·  77 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%