Dkm Wealth Management, Inc. Top Holdings and 13F Report (2025) About Dkm Wealth Management, Inc.Investment ActivityDkm Wealth Management, Inc. has $115.96 million in total holdings as of March 31, 2025.Dkm Wealth Management, Inc. owns shares of 57 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 89.68% of the portfolio was purchased this quarter.This quarter, Dkm Wealth Management, Inc. has purchased 2 new stocks and bought additional shares in 1 stock.Dkm Wealth Management, Inc. sold shares of 0 stocks and completely divested from 1 stock this quarter.Largest Holdings Thornburg Income Builder Opportunities Trust $18,740,304T. Rowe Price Capital Appreciation Equity ETF $13,683,817SOURCE CAPITAL $12,204,213Cambria Shareholder Yield ETF $8,118,518TIDAL TRUST I $6,982,628 Largest New Holdings this Quarter 885213108 - Thornburg Income Builder Opportunities Trust $18,740,304 Holding87283Q867 - T. Rowe Price Capital Appreciation Equity ETF $13,683,817 Holding132061201 - Cambria Shareholder Yield ETF $8,118,518 Holding886364231 - TIDAL TRUST I $6,982,628 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $6,772,881 Holding Largest Purchases this Quarter Thornburg Income Builder Opportunities Trust 955,163 shares (about $18.74M)T. Rowe Price Capital Appreciation Equity ETF 387,863 shares (about $13.68M)Cambria Shareholder Yield ETF 124,843 shares (about $8.12M)TIDAL TRUST I 307,876 shares (about $6.98M)iShares Core S&P Total U.S. Stock Market ETF 50,155 shares (about $6.77M) 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$18,740,304$18,740,304 ▲New Holding955,16316.2%TCAFT. Rowe Price Capital Appreciation Equity ETF$13,683,817$13,683,817 ▲New Holding387,86311.8%ETFSOURCE CAPITAL$12,204,213$239,927 ▲2.0%281,44310.5%COM SHS OF BEN ISYLDCambria Shareholder Yield ETF$8,118,518$8,118,518 ▲New Holding124,8437.0%ETFTIDAL TRUST I$6,982,628$6,982,628 ▲New Holding307,8766.0%FUNDSTRAT GRANNYITOTiShares Core S&P Total U.S. Stock Market ETF$6,772,881$6,772,881 ▲New Holding50,1555.8%ETFIVViShares Core S&P 500 ETF$6,369,714$6,369,714 ▲New Holding10,2595.5%ETFVTIVanguard Total Stock Market ETF$4,419,751$4,419,751 ▲New Holding14,5423.8%ETFAAPLApple$4,370,200$4,370,200 ▲New Holding21,3003.8%Computer and TechnologyQQQInvesco QQQ$4,336,443$4,336,443 ▲New Holding7,8613.7%FinanceTLTiShares 20+ Year Treasury Bond ETF$3,340,704$3,340,704 ▲New Holding37,8552.9%ETFHARRIS OAKMARK ETF TRUST$2,663,787$2,663,787 ▲New Holding103,7302.3%OAKMARK U S LRGNUVEEN CALIFORNIA AMT QLT MU$2,502,208$2,502,208 ▲New Holding212,5922.2%COMTRUST FOR PROFESSIONAL MANAG$2,133,248$2,133,248 ▲New Holding84,1521.8%PERFORMANCE TR SNACNuveen California Quality Municipal Income Fund$1,590,620$1,590,620 ▲New Holding142,4011.4%Financial ServicesAMZNAmazon.com$1,125,252$1,125,252 ▲New Holding5,1291.0%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,056,866$1,056,866 ▲New Holding1,7110.9%FinanceACWXiShares MSCI ACWI ex U.S. ETF$984,791$984,791 ▲New Holding16,1600.8%ManufacturingVEAVanguard FTSE Developed Markets ETF$982,796$982,796 ▲New Holding17,2390.8%ETFIWMiShares Russell 2000 ETF$879,992$879,992 ▲New Holding4,0780.8%FinanceLMTLockheed Martin$753,102$753,102 ▲New Holding1,6260.6%AerospaceTMSLT. Rowe Price Small-Mid Cap ETF$738,361$738,361 ▲New Holding22,5110.6%ETFNVDANVIDIA$721,990$721,990 ▲New Holding4,5700.6%Computer and TechnologyRBB FUND TRUST$708,873$708,873 ▲New Holding60,4840.6%TWEEDY BROWNEOEFiShares S&P 100 ETF$647,360$647,360 ▲New Holding2,1270.6%ETFMSFTMicrosoft$633,455$633,455 ▲New Holding1,2740.5%Computer and TechnologyJOETVirtus Terranova U.S. Quality Momentum ETF$609,083$609,083 ▲New Holding14,8920.5%ETFWFCWells Fargo & Company$608,442$608,442 ▲New Holding7,5940.5%FinanceTSLATesla$565,806$565,806 ▲New Holding1,7810.5%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$500,435$500,435 ▲New Holding8810.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$477,222$477,222 ▲New Holding4,9830.4%ETFVNQVanguard Real Estate ETF$475,314$475,314 ▲New Holding5,3370.4%ETFIJRiShares Core S&P Small-Cap ETF$422,953$422,953 ▲New Holding3,8700.4%ETFSCHDSchwab US Dividend Equity ETF$399,090$399,090 ▲New Holding15,0600.3%ETFVWOVanguard FTSE Emerging Markets ETF$369,813$369,813 ▲New Holding7,4770.3%ETFBIZDVanEck BDC Income ETF$364,672$364,672 ▲New Holding22,4000.3%ETFGOOGLAlphabet$338,362$338,362 ▲New Holding1,9200.3%Computer and TechnologyJOFJapan Smaller Capitalization Fund$327,774$327,774 ▲New Holding34,0010.3%FinanceMFICMidCap Financial Investment$296,570$296,570 ▲New Holding23,5000.3%FinanceIEFAiShares Core MSCI EAFE ETF$277,655$277,655 ▲New Holding3,3260.2%ETFTIPiShares TIPS Bond ETF$265,374$265,374 ▲New Holding2,4120.2%ETFGLDSPDR Gold Shares$252,400$252,400 ▲New Holding8280.2%FinanceTOTLSPDR Doubleline Total Return Tactical ETF$243,709$243,709 ▲New Holding6,0760.2%ETFBRK.BBerkshire Hathaway$240,543$240,543 ▲New Holding4950.2%FinanceKEYSKeysight Technologies$237,270$237,270 ▲New Holding1,4480.2%Computer and TechnologyCATCaterpillar$226,977$226,977 ▲New Holding5850.2%IndustrialsISHARES BITCOIN TRUST ETF$224,641$224,641 ▲New Holding3,6700.2%SHS BEN INTRMTROYCE OTC MICRO$212,765$212,765 ▲New Holding23,0020.2%FinanceNCANuveen California Municipal Va$156,240$156,240 ▲New Holding18,0000.1%FinanceWIWWestern Asset Inflation-Linked Opportunities & Income Fund$105,123$105,123 ▲New Holding12,0000.1%Financial ServicesJQCNuveen Credit Strategies Income Fund$80,850$80,850 ▲New Holding15,0000.1%Financial ServicesABSIAbsci$51,400$51,400 ▲New Holding20,0000.0%MedicalAURORA CANNABIS INC$42,400$42,400 ▲New Holding10,0000.0%COMTTITetra Technologies$42,000$42,000 ▲New Holding12,5000.0%EnergyZVIAZevia PBC$41,860$41,860 ▲New Holding13,0000.0%Consumer StaplesABCLAbCellera Biologics$34,300$34,300 ▲New Holding10,0000.0%MedicalI-80 GOLD CORP$5,984$5,984 ▲New Holding10,0000.0%COMNUVEEN CR STRATEGIES INCOME$0-100.0%00.0%RIGHT 04/29/2025Showing 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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