Dkm Wealth Management, Inc. has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $91.6 Billion distributed in 49 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 $17.5B, T Rowe Price ETF Inc with a value of $12.7B, Cambria Shareholder Yld ETF with a value of $8.71B, Ishares Core S&P Total U.S. St with a value of $6.19B, and Ishares Core S&P 500 ETF with a value of $5.41B.

Examining the 13F form we can see an decrease of $13.8B in the current position value, from $105B to 91.6B.

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 $91.6 Billion
ETFs: $56.7 Billion
Financial Services: $6.21 Billion
Technology: $5.95 Billion
Consumer Cyclical: $1.39 Billion
Industrials: $726 Million
Communication Services: $331 Million
Basic Materials: $204 Million
Healthcare: $22.3 Million
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $91.6 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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