Dkm Wealth Management, Inc. Portfolio Holdings

Dkm Wealth Management, Inc.

  • $116 Billion
  • Q2 2025

Dkm Wealth Management, Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 57 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 $13.7B, Source Capital with a value of $12.2B, Cambria Shareholder Yld ETF with a value of $8.12B, and Tidal Trust I with a value of $6.98B.

Examining the 13F form we can see an increase of $105B in the current position value, from $11.5B to 116B. Also it can be appreciated an additional of 8 stocks purchases and 1 closed positions.

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 $116 Billion
ETFs: $61.3 Billion
Financial Services: $6.12 Billion
Technology: $5.96 Billion
Consumer Cyclical: $1.69 Billion
Industrials: $980 Million
Communication Services: $338 Million
Healthcare: $85.7 Million
Energy: $42 Million
Other: $41.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.7 Billion 16.16% of portfolio
955,163
Q2 2025 Reduced 1.99%
$3.35T
$4.37 Billion 3.77% of portfolio
21,300
Q2 2025 Reduced 0.43%
$0
$2.5 Billion 2.16% of portfolio
212,592
Q4 2024 New
$0
$1.59 Billion 1.37% of portfolio
142,401
Q4 2024 New
$2.3T
$1.13 Billion 0.97% of portfolio
5,129
Q2 2025 Added 0.35%
$124B
$753 Million 0.65% of portfolio
1,626
Q4 2024 New
$409B
$722 Million 0.62% of portfolio
4,570
Q2 2025 Reduced 0.54%
$3.75T
$633 Million 0.55% of portfolio
1,274
Q2 2025 Reduced 1.55%
$317B
$608 Million 0.52% of portfolio
7,594
Q2 2025 Added 0.03%
$1T
$566 Million 0.49% of portfolio
1,781
Q2 2025 Added 10.76%
$1.07T
$338 Million 0.29% of portfolio
1,920
Q2 2025 Reduced 10.36%
$0
$328 Million 0.28% of portfolio
34,001
Q4 2024 New
$893M
$297 Million 0.26% of portfolio
23,500
Q4 2024 New
$631B
$241 Million 0.21% of portfolio
495
Q1 2025 Reduced 33.11%
$214B
$227 Million 0.2% of portfolio
585
Q2 2025 New
$29.2B
$237 Million 0.2% of portfolio
1,448
Q4 2024 New
$0
$156 Million 0.13% of portfolio
18,000
Q4 2024 New
$0
$105 Million 0.09% of portfolio
12,000
Q4 2024 New
$0
$80.9 Million 0.07% of portfolio
15,000
Q4 2024 New
$248M
$51.4 Million 0.04% of portfolio
20,000
Q2 2025 New
$416M
$42 Million 0.04% of portfolio
12,500
Q2 2025 New
$192M
$41.9 Million 0.04% of portfolio
13,000
Q2 2025 New
$1.21B
$34.3 Million 0.03% of portfolio
10,000
Q4 2024 New
$0
$5.98 Million 0.01% of portfolio
10,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $116 Billion
  • Prior Value $11.5 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 14 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 17 stocks
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