Dbk Financial Counsel, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $108 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 3 12 Month T Bi with a value of $12.6M, Vanguard Ftse Developed Market with a value of $9.36M, Spdr S&P 500 ETF Trust with a value of $7.44M, Invesco Qqq Trust, Series 1 with a value of $5.82M, and Vanguard Bd Index Fd Inc Short with a value of $4.73M.

Examining the 13F form we can see an increase of $10.3M in the current position value, from $97.6M to 108M.

Below you can find more details about Dbk Financial Counsel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $108 Million
ETFs: $100 Million
Technology: $4.59 Million
Communication Services: $538,000
Consumer Cyclical: $505,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $108 Million
  • Prior Value $97.6 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
Track This Portfolio

Track Dbk Financial Counsel, LLC Portfolio

Follow Dbk Financial Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dbk Financial Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dbk Financial Counsel, LLC with notifications on news.