Dbk Financial Counsel, LLC Portfolio Holdings

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.