Dkm Wealth Management, Inc. Top Holdings and 13F Report (2025) About Dkm Wealth Management, Inc.Investment ActivityDkm Wealth Management, Inc. has $91.63 million in total holdings as of March 31, 2025.Dkm Wealth Management, Inc. owns shares of 49 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 6.06% of the portfolio was purchased this quarter.About 18.71% of the portfolio was sold this quarter.This quarter, Dkm Wealth Management, Inc. has purchased 52 new stocks and bought additional shares in 14 stocks.Dkm Wealth Management, Inc. sold shares of 9 stocks and completely divested from 6 stocks this quarter.Largest Holdings Thornburg Income Builder Opportunities Trust $17,483,299T. Rowe Price Capital Appreciation Equity ETF $12,711,906Cambria Shareholder Yield ETF $8,712,626iShares Core S&P Total U.S. Stock Market ETF $6,193,283iShares Core S&P 500 ETF $5,414,379 Largest New Holdings this Quarter 41456U106 - HARRIS OAKMARK ETF TRUST $1,556,096 Holding89834G570 - TRUST FOR PROFESSIONAL MANAG $743,943 Holding75526L860 - RBB FUND TRUST $206,084 Holding Largest Purchases this Quarter TIDAL ETF TR 90,366 shares (about $1.64M)HARRIS OAKMARK ETF TRUST 63,644 shares (about $1.56M)TRUST FOR PROFESSIONAL MANAG 29,416 shares (about $743.94K)T. Rowe Price Capital Appreciation Equity ETF 11,068 shares (about $357.28K)Invesco QQQ 609 shares (about $285.57K) Largest Sales this Quarter Cambria Shareholder Yield ETF 30,620 shares (about $1.95M)iShares 20+ Year Treasury Bond ETF 5,430 shares (about $494.29K)Berkshire Hathaway 245 shares (about $130.53K)Vanguard Total Stock Market ETF 340 shares (about $93.45K)Thornburg Income Builder Opportunities Trust 2,862 shares (about $51.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDkm Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTBLDThornburg Income Builder Opportunities Trust$17,483,299$51,344 ▼-0.3%974,54319.1%TCAFT. Rowe Price Capital Appreciation Equity ETF$12,711,906$357,275 ▲2.9%393,80113.9%ETFSYLDCambria Shareholder Yield ETF$8,712,626$1,953,549 ▼-18.3%136,5629.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$6,193,283$240,240 ▲4.0%50,7606.8%ETFIVViShares Core S&P 500 ETF$5,414,379$272,517 ▲5.3%9,6365.9%ETFTIDAL ETF TR$4,863,049$1,642,402 ▲51.0%267,5685.3%FUNDSTRAT GRANNYAAPLApple$4,752,100$10,440 ▲0.2%21,3935.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,975,836$93,446 ▼-2.3%14,4664.3%ETFQQQInvesco QQQ$3,743,389$285,572 ▲8.3%7,9834.1%FinanceNUVEEN CALIFORNIA AMT QLT MU$2,676,5340.0%212,5922.9%COMIWMiShares Russell 2000 ETF$1,630,386$9,176 ▲0.6%8,1731.8%FinanceNACNuveen California Quality Municipal Income Fund$1,600,5880.0%142,4011.7%Financial ServicesHARRIS OAKMARK ETF TRUST$1,556,096$1,556,096 ▲New Holding63,6441.7%OAKMARK U S LRGTLTiShares 20+ Year Treasury Bond ETF$1,554,702$494,293 ▼-24.1%17,0791.7%ETFAMZNAmazon.com$972,419$1,903 ▲0.2%5,1111.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$956,8670.0%1,7111.0%FinanceVEAVanguard FTSE Developed Markets ETF$872,7520.0%17,1701.0%ETFTRUST FOR PROFESSIONAL MANAG$743,943$743,943 ▲New Holding29,4160.8%PERFORMANCE TR SACWXiShares MSCI ACWI ex U.S. ETF$743,585$18,299 ▲2.5%13,4100.8%ManufacturingOEFiShares S&P 100 ETF$738,547$46,312 ▲6.7%2,7270.8%ETFLMTLockheed Martin$726,3850.0%1,6260.8%AerospaceJOETVirtus Terranova U.S. Quality Momentum ETF$575,685$52,039 ▲9.9%15,7420.6%ETFWFCWells Fargo & Company$545,066$1,938 ▲0.4%7,5920.6%FinanceNVDANVIDIA$497,985$13,980 ▲2.9%4,5950.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$490,016$16,104 ▼-3.2%4,6860.5%ETFSCHDSchwab US Dividend Equity ETF$489,390$4,390 ▼-0.9%17,5030.5%ETFVNQVanguard Real Estate ETF$486,744$9,054 ▼-1.8%5,3760.5%ETFMSFTMicrosoft$485,8790.0%1,2940.5%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$484,003$15,641 ▼-3.1%5,0750.5%ETFVOOVanguard S&P 500 ETF$456,8660.0%8890.5%ETFTSLATesla$416,773$94,085 ▲29.2%1,6080.5%Auto/Tires/TrucksBIZDVanEck BDC Income ETF$375,4240.0%22,4000.4%ETFVWOVanguard FTSE Emerging Markets ETF$337,0060.0%7,4460.4%ETFGOOGLAlphabet$331,2390.0%2,1420.4%Computer and TechnologyMFICMidCap Financial Investment$302,2100.0%23,5000.3%FinanceJOFJapan Smaller Capitalization Fund$285,2720.0%34,0010.3%FinanceTIPiShares TIPS Bond ETF$267,9060.0%2,4120.3%ETFBRK.BBerkshire Hathaway$263,723$130,530 ▼-33.1%4950.3%FinanceIEFAiShares Core MSCI EAFE ETF$251,6120.0%3,3260.3%ETFTOTLSPDR Doubleline Total Return Tactical ETF$244,8030.0%6,0760.3%ETFGLDSPDR Gold Shares$238,5800.0%8280.3%FinanceKEYSKeysight Technologies$216,8670.0%1,4480.2%Computer and TechnologyRBB FUND TRUST$206,084$206,084 ▲New Holding19,9500.2%TWEEDY BROWNERIORio Tinto Group$204,4960.0%3,4040.2%Basic MaterialsRMTRoyce Micro-Cap Trust$193,9040.0%23,0020.2%FinanceNCANuveen California Municipal Value Fund$155,7000.0%18,0000.2%FinanceWIWWestern Asset Inflation-Linked Opportunities & Income Fund$105,4830.0%12,0000.1%Financial ServicesJQCNuveen Credit Strategies Income Fund$80,7000.0%15,0000.1%Financial ServicesABCLAbCellera Biologics$22,3000.0%10,0000.0%MedicalSORSource Capital$0$11,930,908 ▼-100.0%00.0%FinanceAVUVAvantis U.S. Small Cap Value ETF$0$1,307,306 ▼-100.0%00.0%ETFTMSLT. Rowe Price Small-Mid Cap ETF$0$518,339 ▼-100.0%00.0%ETFCATCaterpillar$0$212,097 ▼-100.0%00.0%IndustrialsIVEiShares S&P 500 Value ETF$0$205,196 ▼-100.0%00.0%ETFAAgilent Technologies$0$201,242 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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