Dkm Wealth Management, Inc. Portfolio Holdings

Dkm Wealth Management, Inc.

  • $125 Billion
  • Q3 2025

Dkm Wealth Management, Inc. has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 65 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 $18.7B, T Rowe Price ETF Inc with a value of $14.3B, Source Capital with a value of $12.9B, Tidal Trust I with a value of $9.22B, and Ishares Core S&P Total U.S. St with a value of $7.19B.

Examining the 13F form we can see an increase of $8.62B in the current position value, from $116B to 125B.

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 $125 Billion
ETFs: $59.3 Billion
Technology: $7.64 Billion
Financial Services: $6.91 Billion
Consumer Cyclical: $2.36 Billion
Industrials: $1.27 Billion
Communication Services: $458 Million
Basic Materials: $215 Million
Healthcare: $111 Million
Other: $213 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.7 Billion 15.02% of portfolio
941,073
Q3 2025 Reduced 1.48%
T Rowe Price ETF Inc
-
$14.3 Billion 11.51% of portfolio
-
Q3 2025 Reduced 1.92%
Source Capital
-
$12.9 Billion 10.32% of portfolio
-
Q3 2025 Added 1.49%
Tidal Trust I
-
$9.22 Billion 7.4% of portfolio
-
Q3 2025 Added 19.82%
$0
$7.19 Billion 5.77% of portfolio
49,341
Q3 2025 Reduced 1.62%
$0
$7.12 Billion 5.71% of portfolio
10,632
Q3 2025 Added 3.64%
$4.38T
$5.85 Billion 4.69% of portfolio
22,968
Q3 2025 Added 7.83%
$0
$5.28 Billion 4.24% of portfolio
76,908
Q3 2025 Reduced 38.4%
$0
$4.77 Billion 3.83% of portfolio
14,542
Q2 2025 Added 0.53%
$0
$4.76 Billion 3.82% of portfolio
7,935
Q3 2025 Added 0.94%
Harris Oakmark ETF Trust
-
$2.93 Billion 2.35% of portfolio
-
Q3 2025 Added 5.42%
$0
$2.69 Billion 2.16% of portfolio
212,592
Q4 2024 New
Trust For Professional Manag
-
$2.44 Billion 1.96% of portfolio
-
Q3 2025 Added 14.03%
$0
$2.02 Billion 1.62% of portfolio
22,562
Q3 2025 Reduced 40.4%
Rbb Fund Trust
-
$2.01 Billion 1.61% of portfolio
-
Q3 2025 Added 169.28%
$0
$1.64 Billion 1.31% of portfolio
142,401
Q4 2024 New
$0
$1.14 Billion 0.91% of portfolio
1,711
Q4 2024 New
$2.39T
$1.13 Billion 0.91% of portfolio
5,154
Q3 2025 Added 0.49%
$0
$1.12 Billion 0.9% of portfolio
17,184
Q3 2025 Added 6.34%
$0
$1.02 Billion 0.82% of portfolio
17,096
Q3 2025 Reduced 0.83%
T Rowe Price ETF Inc
-
$990 Million 0.8% of portfolio
-
Q3 2025 Added 25.1%
$474B
$852 Million 0.68% of portfolio
4,564
Q3 2025 Reduced 0.13%
$122B
$812 Million 0.65% of portfolio
1,626
Q4 2024 New
$0
$779 Million 0.63% of portfolio
3,220
Q3 2025 Reduced 21.04%
$3.8T
$675 Million 0.54% of portfolio
1,304
Q3 2025 Added 2.35%
$0
$648 Million 0.52% of portfolio
1,947
Q3 2025 Reduced 8.46%
$323B
$638 Million 0.51% of portfolio
7,616
Q3 2025 Added 0.29%
$0
$619 Million 0.5% of portfolio
14,400
Q3 2025 Reduced 3.3%
$0
$540 Million 0.43% of portfolio
881
Q2 2025 Reduced 0.9%
Btq Technologies Corp
-
$507 Million 0.41% of portfolio
-
Q3 2025 New
$0
$481 Million 0.39% of portfolio
4,983
Q2 2025 Reduced 1.81%
Bitmine Immersion Tecnologie
-
$475 Million 0.38% of portfolio
-
Q3 2025 New
$0
$455 Million 0.37% of portfolio
3,830
Q3 2025 Reduced 1.03%
$1.37T
$458 Million 0.37% of portfolio
624
Q3 2025 New
$0
$411 Million 0.33% of portfolio
15,060
Q2 2025 Reduced 13.96%
$0
$403 Million 0.32% of portfolio
7,446
Q3 2025 Reduced 0.41%
$0
$396 Million 0.32% of portfolio
4,337
Q3 2025 Reduced 18.74%
$0
$358 Million 0.29% of portfolio
34,001
Q4 2024 New
$0
$335 Million 0.27% of portfolio
22,400
Q4 2024 New
$130B
$294 Million 0.24% of portfolio
828
Q4 2024 New
$893M
$282 Million 0.23% of portfolio
23,500
Q4 2024 New
$0
$290 Million 0.23% of portfolio
3,326
Q4 2024 New
$2.72B
$287 Million 0.23% of portfolio
6,122
Q3 2025 New
$662B
$274 Million 0.22% of portfolio
545
Q3 2025 Added 10.1%
$0
$268 Million 0.22% of portfolio
2,412
Q4 2024 New
$292B
$279 Million 0.22% of portfolio
585
Q2 2025 New
$32B
$264 Million 0.21% of portfolio
1,508
Q3 2025 Added 4.14%
$0
$247 Million 0.2% of portfolio
6,076
Q4 2024 New
$0
$239 Million 0.19% of portfolio
23,002
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $125 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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