Dkm Wealth Management, Inc. Top Holdings and 13F Report (2025) About Dkm Wealth Management, Inc.Investment ActivityDkm Wealth Management, Inc. has $105.47 million in total holdings as of December 31, 2024.Dkm Wealth Management, Inc. owns shares of 52 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Largest Holdings Thornburg Income Builder Opportunities Trust $15,912,148T. Rowe Price Capital Appreciation Equity ETF $12,733,536Source Capital $11,930,908Cambria Shareholder Yield ETF $11,446,944iShares Core S&P Total U.S. Stock Market ETF $6,275,550 Sector AllocationMap of 500 Largest Holdings ofDkm Wealth Management, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorTBLDThornburg Income Builder Opportunities Trust$15,912,148977,40515.1%--TCAFT. Rowe Price Capital Appreciation Equity ETF$12,733,536382,73312.1%ETFSORSource Capital$11,930,908274,33411.3%FinanceSYLDCambria Shareholder Yield ETF$11,446,944167,18210.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$6,275,55048,7916.0%ETFIVViShares Core S&P 500 ETF$5,386,9179,1515.1%ETFAAPLApple$5,345,44621,3465.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$4,290,92714,8064.1%ETFQQQInvesco QQQ$3,769,8117,3743.6%FinanceTIDAL ETF TR$3,536,952177,2023.4%FUNDSTRAT GRANNYNUVEEN CALIFORNIA AMT QLT MU$2,687,163212,5922.5%COMTLTiShares 20+ Year Treasury Bond ETF$1,965,71122,5091.9%ETFIWMiShares Russell 2000 ETF$1,795,8118,1271.7%FinanceNACNuveen California Quality Municipal Income Fund$1,607,708142,4011.5%Financial ServicesAVUVAvantis U.S. Small Cap Value ETF$1,307,30613,5431.2%ETFAMZNAmazon.com$1,119,1095,1011.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,002,5221,7111.0%FinanceVEAVanguard FTSE Developed Markets ETF$821,07017,1700.8%ETFLMTLockheed Martin$790,1761,6260.7%AerospaceOEFiShares S&P 100 ETF$738,2802,5560.7%ETFACWXiShares MSCI ACWI ex U.S. ETF$682,25313,0800.6%ManufacturingNVDANVIDIA$599,7134,4660.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$557,6654,8400.5%ETFMSFTMicrosoft$545,4691,2940.5%Computer and TechnologyJOETVirtus Terranova U.S. Quality Momentum ETF$540,97214,3190.5%ETFWFCWells Fargo & Company$531,3747,5650.5%FinanceTMSLT. Rowe Price Small-Mid Cap ETF$518,33916,0750.5%ETFTSLATesla$502,8491,2450.5%Auto/Tires/TrucksVNQVanguard Real Estate ETF$487,8035,4760.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$484,3465,2390.5%ETFSCHDSchwab US Dividend Equity ETF$482,46017,6600.5%ETFVOOVanguard S&P 500 ETF$479,0038890.5%ETFGOOGLAlphabet$405,4812,1420.4%Computer and TechnologyBIZDVanEck BDC Income ETF$372,51222,4000.4%ETFBRK.BBerkshire Hathaway$335,5097400.3%FinanceVWOVanguard FTSE Emerging Markets ETF$327,9227,4460.3%ETFMFICMidCap Financial Investment$317,01523,5000.3%FinanceJOFJapan Smaller Capitalization Fund$260,79134,0010.2%FinanceTIPiShares TIPS Bond ETF$256,9582,4120.2%ETFTOTLSPDR Doubleline Total Return Tactical ETF$239,3346,0760.2%ETFIEFAiShares Core MSCI EAFE ETF$233,7523,3260.2%ETFKEYSKeysight Technologies$232,5931,4480.2%Computer and TechnologyRMTRoyce Micro-Cap Trust$224,26623,0020.2%FinanceCATCaterpillar$212,0975850.2%Industrial ProductsIVEiShares S&P 500 Value ETF$205,1961,0750.2%ETFAAgilent Technologies$201,2421,4980.2%MedicalGLDSPDR Gold Shares$200,4848280.2%FinanceRIORio Tinto Group$200,1733,4040.2%Basic MaterialsNCANuveen California Municipal Value Fund$152,10018,0000.1%FinanceWIWWestern Asset Inflation-Linked Opportunities & Income Fund$99,24212,0000.1%Financial ServicesJQCNuveen Credit Strategies Income Fund$85,35015,0000.1%Financial ServicesABCLAbCellera Biologics$29,30010,0000.0%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. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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