Dkm Wealth Management, Inc. Portfolio Holdings

Dkm Wealth Management, Inc.

  • $134 Billion
  • Q4 2025

Dkm Wealth Management, Inc. has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Thornburg Income Builder Opportunities Trust with a value of $19.2B, T Rowe Price ETF Inc with a value of $15.7B, Source Capital with a value of $13.5B, Tidal Trust I with a value of $10.8B, and Ishares Core S&P 500 ETF with a value of $7.56B.

Examining the 13F form we can see an increase of $9.47B in the current position value, from $125B to 134B.

Dkm Wealth Management, Inc. is based out at Stockton, CA

Below you can find more details about Dkm Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $59.7 Billion
Technology: $8.1 Billion
Financial Services: $7.25 Billion
Consumer Cyclical: $2.42 Billion
Industrials: $1.27 Billion
Communication Services: $432 Million
Healthcare: $327 Million
Basic Materials: $260 Million
Other: $383 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$6.22 Billion 4.64% of portfolio
22,885
Q4 2025 Reduced 0.36%
$1.29T
$1.23 Billion 0.92% of portfolio
2,742
Q4 2025 Reduced 0.47%
$2.39T
$1.18 Billion 0.88% of portfolio
5,123
Q4 2025 Reduced 0.6%
$465B
$864 Million 0.64% of portfolio
4,633
Q4 2025 Added 1.51%
$317B
$710 Million 0.53% of portfolio
7,618
Q4 2025 Added 0.03%
$3.78T
$626 Million 0.47% of portfolio
1,294
Q4 2025 Reduced 0.77%
$1.37T
$432 Million 0.32% of portfolio
654
Q4 2025 Added 4.81%
$291B
$335 Million 0.25% of portfolio
585
Q2 2025 New
$662B
$266 Million 0.2% of portfolio
530
Q4 2025 Reduced 2.75%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $134 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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