Dhk Financial Advisors, Inc. Portfolio Holdings

Dhk Financial Advisors, Inc.

  • $172 Million
  • Q2 2025

Dhk Financial Advisors, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $172 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $34.7M, Berkshire Hathaway Inc with a value of $18.2M, Vanguard Total World Stk Index with a value of $15.7M, Spdr Gold Trust with a value of $9.09M, and Spdr S&P 500 ETF Trust with a value of $6.66M.

Examining the 13F form we can see an decrease of $8.17M in the current position value, from $180M to 172M.

Dhk Financial Advisors, Inc. is based out at Portsmouth, NH

Below you can find more details about Dhk Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $172 Million
ETFs: $104 Million
Financial Services: $54.5 Million
Technology: $5.56 Million
Consumer Cyclical: $3.44 Million
Industrials: $1.64 Million
Communication Services: $1.23 Million
Consumer Defensive: $559,000
Energy: $420,000
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$34.7 Million 20.18% of portfolio
71,435
Q2 2025 Reduced -0.0%
$423B
$18.2 Million 10.59% of portfolio
25
Q2 2024 New
$1.34B
$1.69 Million 0.98% of portfolio
24,362
Q4 2024 Reduced 10.96%
$456B
$1.17 Million 0.68% of portfolio
7,394
Q2 2025 Reduced 1.73%
$9.92B
$1.04 Million 0.6% of portfolio
18,013
Q2 2025 Added 0.01%
$3.95T
$937,000 0.54% of portfolio
1,885
Q2 2025 Reduced 1.21%
$1.14B
$881,000 0.51% of portfolio
6,294
Q2 2025 Added 17.34%
$859B
$849,000 0.49% of portfolio
2,931
Q2 2025 Added 1.35%
$8.29B
$760,000 0.44% of portfolio
14,902
Q3 2024 Reduced 28.59%
$3.69T
$671,000 0.39% of portfolio
3,275
Q2 2025 Reduced 0.64%
$814M
$612,000 0.36% of portfolio
58,267
Q2 2025 Added 9.61%
$369M
$583,000 0.34% of portfolio
47,652
Q1 2025 Added 1.49%
$36.4B
$545,000 0.32% of portfolio
3,605
Q2 2025 Reduced 9.99%
$2.26T
$529,000 0.31% of portfolio
2,415
Q2 2025 Reduced 1.23%
$551B
$519,000 0.3% of portfolio
1,462
Q2 2025 Added 100.55%
$127B
$484,000 0.28% of portfolio
1,756
Q2 2025 Reduced 0.57%
$1.21T
$434,000 0.25% of portfolio
2,464
Q2 2025 Reduced 2.3%
$1.3B
$420,000 0.24% of portfolio
4,404
Q1 2025 Added 11.72%
$75.4M
$340,000 0.2% of portfolio
118,761
Q3 2024 New
$281B
$317,000 0.18% of portfolio
3,249
Q2 2025 New
$3.26B
$270,000 0.16% of portfolio
14,425
Q1 2025 Added 19.13%
$1.78T
$249,000 0.14% of portfolio
338
Q2 2025 Reduced 2.87%
$179B
$235,000 0.14% of portfolio
2,584
Q2 2025 Added 0.08%
$439B
$242,000 0.14% of portfolio
245
Q2 2025 Added 1.66%
$217B
$231,000 0.13% of portfolio
40
Q2 2025 New
$23.9B
$0 0.0% of portfolio
-
Q2 2025 Added 0.49%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $172 Million
  • Prior Value $180 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Dhk Financial Advisors, Inc. Portfolio

Follow Dhk Financial Advisors, Inc. 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 Dhk Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Dhk Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email