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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.7 Million 9.14% of portfolio
122,314
Q2 2025 Added 0.29%
$106B
$9.09 Million 5.28% of portfolio
29,804
Q2 2025 Added 3.94%
$0
$6.66 Million 3.87% of portfolio
10,782
Q2 2025 Reduced 41.93%
$0
$4.63 Million 2.69% of portfolio
100,979
Q2 2025 Added 79.1%
$0
$3.95 Million 2.29% of portfolio
22,366
Q2 2025 Added 15.83%
$0
$3.58 Million 2.08% of portfolio
42,738
Q2 2025 Added 100.41%
$0
$3.03 Million 1.76% of portfolio
8,625
Q2 2025 Reduced 56.55%
$0
$2.94 Million 1.71% of portfolio
43,738
Q2 2025 Added 0.01%
$0
$2.79 Million 1.62% of portfolio
33,394
Q2 2025 Reduced 0.33%
$0
$2.57 Million 1.49% of portfolio
60,367
Q2 2025 Added 0.43%
$0
$2.39 Million 1.39% of portfolio
56,123
Q2 2025 Added 0.22%
$0
$2.29 Million 1.33% of portfolio
26,666
Q1 2025 Reduced 56.3%
$0
$2.13 Million 1.24% of portfolio
32,763
Q4 2024 Reduced 7.65%
$0
$2.09 Million 1.22% of portfolio
59,374
Q2 2025 Added 0.33%
$0
$1.81 Million 1.05% of portfolio
45,513
Q2 2025 Added 0.16%
$0
$1.81 Million 1.05% of portfolio
24,001
Q2 2025 Added 0.12%
$0
$1.65 Million 0.96% of portfolio
32,370
Q2 2025 Added 1.25%
$0
$1.62 Million 0.94% of portfolio
32,803
Q2 2025 Reduced 3.32%
$0
$1.59 Million 0.92% of portfolio
14,550
Q2 2025 Reduced 50.0%
$0
$1.56 Million 0.91% of portfolio
28,200
Q2 2025 Added 100.0%
$0
$1.53 Million 0.89% of portfolio
39,299
Q2 2025 Reduced 50.0%
$0
$1.47 Million 0.86% of portfolio
8,066
Q2 2025 Reduced 50.0%
$0
$1.46 Million 0.85% of portfolio
10,093
Q2 2025 Added 0.42%
$0
$1.45 Million 0.84% of portfolio
16,964
Q2 2025 Reduced 50.0%
$0
$1.32 Million 0.77% of portfolio
17,102
Q4 2024 Reduced 6.82%
$0
$1.31 Million 0.76% of portfolio
23,761
Q2 2025 Added 0.3%
$0
$1.29 Million 0.75% of portfolio
26,694
Q4 2024 Reduced 9.44%
$0
$1.28 Million 0.74% of portfolio
23,160
Q2 2025 Added 1.0%
$0
$1.2 Million 0.7% of portfolio
4,290
Q2 2023 New
$0
$1.2 Million 0.7% of portfolio
10,572
Q2 2025 Added 0.68%
$0
$1.16 Million 0.67% of portfolio
10,438
Q4 2024 New
$0
$1.12 Million 0.65% of portfolio
25,481
Q2 2025 Added 1.02%
$0
$929,000 0.54% of portfolio
10,425
Q1 2025 New
$0
$843,000 0.49% of portfolio
8,500
Q2 2025 Reduced 50.0%
$0
$790,000 0.46% of portfolio
8,042
Q2 2025 Added 0.14%
$0
$769,000 0.45% of portfolio
9,950
Q2 2025 Reduced 50.0%
$0
$679,000 0.39% of portfolio
4,602
Q1 2025 New
$0
$637,000 0.37% of portfolio
4,741
Q2 2025 Added 0.57%
$0
$630,000 0.37% of portfolio
6,922
Q2 2025 Added 0.48%
$0
$627,000 0.36% of portfolio
15,500
Q2 2023 New
$0
$578,000 0.34% of portfolio
8,827
Q2 2025 Added 0.98%
$0
$583,000 0.34% of portfolio
10,887
Q2 2025 Reduced 34.29%
$0
$572,000 0.33% of portfolio
7,104
Q2 2025 Reduced 1.18%
$0
$555,000 0.32% of portfolio
10,800
Q2 2025 Reduced 50.0%
$0
$485,000 0.28% of portfolio
4,500
Q3 2024 Added 28.57%
$0
$447,000 0.26% of portfolio
10,000
Q3 2024 New
$18B
$435,000 0.25% of portfolio
13,270
Q2 2025 Added 4.65%
$0
$435,000 0.25% of portfolio
10,000
Q2 2023 New
$0
$415,000 0.24% of portfolio
8,059
Q2 2025 Added 0.35%

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
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