DKM Wealth Management, Inc.: 13F holdings
CIK 20558332026Q2
| Positions | 74 |
|---|
| Reported value | $153.0m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 74 (-2 vs prior quarter) |
|---|
| Reported value | $153.0m (+10.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TBLD THORNBURG INCM BUILDER OPP T | 957,773 | $21.1m | 13.8% |
| TCAF T ROWE PRICE EXCHANGE-TRADED | 369,501 | $15.2m | 9.9% |
| SOURCE CAPITAL | 313,096 | $14.4m | 9.4% |
| GRNY TIDAL TRUST I | 507,436 | $14.0m | 9.2% |
| IVV ISHARES TR | 11,309 | $8.5m | 5.5% |
| ITOT ISHARES TR | 48,394 | $7.9m | 5.2% |
| TIDAL TRUST III | 209,522 | $6.6m | 4.3% |
| AAPL APPLE INC | 22,618 | $6.5m | 4.3% |
| QQQ INVESCO QQQ TR | 8,065 | $5.9m | 3.9% |
| SYLD CAMBRIA ETF TR | 72,214 | $5.7m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055833")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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