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CIK: 0002055833
Total reported value
$153.0M
$153.0M
52 檔
38.1%
In Q4 2024, DKM Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $153.0M, distributed across 52 disclosed stock positions.
During Q4 2024, DKM Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TBLD | Thornburg Income Builder Opp | Stock-Other | 15.09% | -0.88% | — | |
| 2 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 12.07% | +0.10% | — | |
| 3 | SOR | Source Capital | Stock-Other | 11.31% | — | — | |
| 4 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 10.85% | -0.22% | — | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.95% | +0.15% | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.11% | +0.20% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 5.07% | +0.08% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.07% | +0.16% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.57% | +0.49% | — | |
| 10 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 3.35% | +0.91% | — | |
| 11 | XNCMX | Nuveen Ca Amt-fr Muni Inc | Stock-Other | 2.55% | -0.08% | — | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.86% | -0.34% | — | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.70% | +0.04% | — | |
| 14 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 1.52% | -0.07% | — | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.24% | — | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | -0.04% | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | +0.03% | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.78% | +0.01% | — | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.75% | -0.17% | — | |
| 20 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.70% | +0.02% | — | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.65% | +0.02% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | -0.04% | — | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | +0.01% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | -0.06% | — | |
| 25 | JOET | Virtus Terranova US Qual Mom | ETF-Other | 0.51% | +0.01% | — | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 0.50% | -0.05% | — | |
| 27 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 0.49% | +0.09% | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | -0.04% | — | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.46% | — | — | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.46% | -0.03% | — | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | -0.02% | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.02% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | — | — | |
| 34 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.35% | -0.02% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.01% | — | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.31% | — | — | |
| 37 | MFIC | Midcap Financial Investment | Stock-Other | 0.30% | -0.04% | — | |
| 38 | JOF | Japan Smaller Capitalization | Stock-Other | 0.25% | -0.01% | — | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.24% | -0.02% | — | |
| 40 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.23% | -0.01% | — | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.22% | -0.01% | — | |
| 42 | KEYS | Keysight Technologies In | Stock-Tech | 0.22% | +0.04% | — | |
| 43 | RMT | Royce Micro-cap Trust Inc | Stock-Other | 0.21% | +0.03% | — | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.20% | +0.10% | — | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.19% | — | — | |
| 46 | A | Agilent Technologies Inc | Stock-Healthcare | 0.19% | — | — | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.19% | -0.06% | — | |
| 48 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.19% | -0.02% | — | |
| 49 | NCA | Nuveen California Muni Val | Stock-Other | 0.14% | -0.01% | — | |
| 50 | WIW | Western Asst Infl-lnk Opp | Stock-Other | 0.09% | — | — |
According to official SEC Form 13F filings, DKM Wealth Management, Inc. reported a total U.S. public equity portfolio value of $153.0M across 52 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TBLD, TCAF, SOR) accounted for 38.1% of total reported equity market value during Q4 2024.
During Q4 2024, DKM Wealth Management, Inc.'s top holdings by market value included TBLD (15.1%)、TCAF (12.1%)、SOR (11.3%). The largest single position, TBLD, represented 15.1% of total portfolio value.
In Q4 2024, DKM Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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