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Portfolio (Quarterly) Guide ↗

DKM Wealth Management, Inc.

· CIK 0002055833
13F Portfolio $153M AUM 74 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 11 Added 22 Reduced 4 Exited
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JOET VIRTUS ETF TR II 7,594.0 $351K 0.23% -177.0 -2.3% $46.29 +2.1%
42 META META PLATFORMS INC Communication Services 619.0 $349K 0.23% -35.0 -5.3% $563.29 +1.0%
43 RMT ROYCE MICRO-CAP TR INC Financial Services 23,002.0 $337K 0.22% $14.64 -0.2%
44 IREN IREN LIMITED Financial Services 7,297.0 $334K 0.22% $45.73 -1.8%
45 CIFR CIPHER DIGITAL INC Financial Services 13,381.0 $328K 0.21% -100.0 -0.7% $24.50 -24.5%
46 IEFA ISHARES TR 3,326.0 $321K 0.21% $96.58 +4.6%
47 RIO RIO TINTO PLC Basic Materials 3,250.0 $309K 0.20% $94.93 +2.4%
48 GLD SPDR GOLD TR Financial Services 828.0 $305K 0.20% $368.38 +10.1%
49 VNQ VANGUARD INDEX FDS 3,020.0 $291K 0.19% $96.43 +1.6%
50 BERKSHIRE HATHAWAY INC DEL 530.0 $265K 0.17% $500.56
51 TIP ISHARES TR 2,412.0 $264K 0.17% $109.41 -2.4%
52 TOTL SSGA ACTIVE ETF TR 6,076.0 $240K 0.16% $39.47 -1.7%
53 MIDCAP FINANCIAL INVSTMNT CO 23,500.0 $237K 0.15% $10.08
54 ABSI ABSCI CORPORATION Healthcare 20,000.0 $232K 0.15% $11.59 -20.3%
55 ASA ASA GOLD AND PRECIOUS MTLS L Financial Services 4,001.0 $208K 0.14% $52.04 +14.6%
56 BIZD VANECK ETF TRUST 15,900.0 $201K 0.13% $12.66 +4.1%
57 NVTS NAVITAS SEMICONDUCTOR CORP Technology 10,000.0 $179K 0.12% $17.92 -18.6%
58 BMNR BITMINE IMMERSION TECHS INC Financial Services 12,871.0 $171K 0.11% +2K +14.4% $13.31 +40.7%
59 NCA NUVEEN CALIFORNIA MUNI VLU F Financial Services 18,000.0 $168K 0.11% $9.33 -2.0%
60 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 25,296.0 $117K 0.08% +1K +5.3% $4.62 -23.4%
Page 3 of 4  ·  74 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 71.8%
Technology 18.2%
Consumer Cyclical 4.4%
Industrials 3.1%
Healthcare 0.7%
Communication Services 0.7%
Basic Materials 0.6%
Real Estate 0.2%
Energy 0.2%