DMKC Advisory Services, LLC: 13F holdings
CIK 19013372026Q2
| Positions | 92 |
|---|
| Reported value | $529.6m |
|---|
| Filed | 2026-07-07 |
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Change since last quarter
| Positions | 92 (+8 vs prior quarter) |
|---|
| Reported value | $529.6m (+120.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VCSH VANGUARD SCOTTSDALE FDS | 570,005 | $45.0m | 8.5% |
| VUSB VANGUARD BD INDEX FDS | 817,806 | $40.7m | 7.7% |
| VYM VANGUARD WHITEHALL FDS | 229,901 | $36.3m | 6.9% |
| VIG VANGUARD SPECIALIZED FUNDS | 145,753 | $34.5m | 6.5% |
| CGCV CAPITAL GROUP CONSERVATIVE E | 951,600 | $31.2m | 5.9% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 610,433 | $30.1m | 5.7% |
| VEA VANGUARD TAX-MANAGED FDS | 356,354 | $25.4m | 4.8% |
| VTI VANGUARD INDEX FDS | 45,993 | $17.0m | 3.2% |
| SCHD SCHWAB STRATEGIC TR | 468,762 | $14.9m | 2.8% |
| VHT VANGUARD WORLD FD | 41,280 | $12.3m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1901337")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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