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CIK: 0002055833
Total reported value
$153.0M
$153.0M
75 檔
43.6%
The Q4 2025 SEC filing reveals that DKM Wealth Management, Inc. held a total portfolio value of $153.0M, covering 75 public equity positions.
In Q4 2025, DKM Wealth Management, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TBLD | Thornburg Income Builder Opp | Stock-Other | 14.29% | -0.88% | +1.27% | |
| 2 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 11.72% | +0.10% | +8.03% | |
| 3 | XSORX | Source Capital Inc | Stock-Other | 10.07% | -0.66% | +3.23% | |
| 4 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 8.06% | +0.91% | +18.32% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.64% | +0.20% | +3.80% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.39% | +0.15% | -1.56% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.64% | +0.08% | -0.36% | |
| 8 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 3.76% | -0.22% | -5.78% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.73% | +0.49% | +2.55% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.67% | +0.16% | +0.87% | |
| 11 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 2.59% | -0.59% | +12.08% | |
| 12 | STBF | Perf Trust Short Term Bd ETF | ETF-Other | 2.34% | +0.10% | +29.19% | |
| 13 | XNCMX | Nuveen Ca Amt-fr Muni Inc | Stock-Other | 1.97% | -0.08% | — | |
| 14 | COPY | Tweedy Browne Insdr+valu ETF | ETF-Other | 1.91% | -0.08% | +22.11% | |
| 15 | GRNJ | Fundstr Gran Sh US Sm & Mid | ETF-Other | 1.61% | +1.00% | — | |
| 16 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 1.25% | -0.07% | — | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.97% | -0.34% | -33.65% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.92% | -0.04% | -0.47% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.90% | +0.02% | +4.42% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.04% | -0.60% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | +0.03% | +0.58% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.79% | +0.01% | -1.17% | |
| 23 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 0.74% | +0.09% | -1.78% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | -0.04% | +1.51% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.59% | -0.17% | +0.25% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.59% | +0.04% | -0.90% | |
| 27 | WFC | Wells Fargo & Co | Stock-Financials | 0.53% | -0.05% | +0.03% | |
| 28 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.50% | +0.02% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.06% | -0.77% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.02% | — | |
| 31 | JOET | Virtus Terranova US Qual Mom | ETF-Other | 0.40% | +0.01% | -10.26% | |
| 32 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.35% | -0.03% | -3.11% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | +0.01% | -2.61% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.04% | +4.81% | |
| 35 | BTQ | Btq Technologies CORP | Stock-Other | 0.31% | +0.12% | +11.94% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.31% | -0.02% | — | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.30% | — | — | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.28% | — | -1.52% | |
| 39 | JOF | Japan Smaller Capitalization | Stock-Other | 0.28% | -0.01% | — | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.25% | +0.10% | — | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | -0.06% | — | |
| 42 | BMNR | Bitmine Immersion Technologi | Stock-Financials | 0.24% | -0.05% | +29.57% | |
| 43 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.24% | -0.02% | — | |
| 44 | KEYS | Keysight Technologies In | Stock-Tech | 0.22% | +0.04% | -1.99% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.22% | -0.01% | — | |
| 46 | GRNI | Fundstr Gran Sh US L/c & Inc | ETF-Other | 0.22% | -0.05% | — | |
| 47 | IREN | IREN Limited | Stock-Other | 0.20% | +0.04% | +18.21% | |
| 48 | MFIC | Midcap Financial Investment | Stock-Other | 0.20% | -0.04% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.01% | -2.75% | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.20% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.7% | +18.32% | Add |
| 2 | STBF | Perf Trust Short Term Bd ETF | +0.4% | +29.19% | Add |
| 3 | COPY | Tweedy Browne Insdr+valu ETF | +0.3% | +22.11% | Add |
| 4 | OAKM | Oakmark US Large Cap ETF | +0.2% | +12.08% | Add |
| 5 | TCAF | T Rowe Prc Cap Appreciation | +0.2% | +8.03% | Add |
| 6 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 7 | CIFR | Cipher Digital Inc | 0% | +15.12% | Add |
| 8 | WFC | Wells Fargo & Co | 0% | +0.03% | Add |
| 9 | RIO | Rio Tinto Plc-spon Adr | 0% | — | Unchanged |
| 10 | KEYS | Keysight Technologies In | 0% | -1.99% | Trim |
| 11 | TTI | Tetra Technologies Inc | 0% | -16.00% | Trim |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | — | +4.42% | Add |
| 13 | GLD | Spdr Gold Shares | — | — | Unchanged |
| 14 | ABSI | Absci CORP | — | — | Unchanged |
| 15 | OPEN | Opendoor Technologies Inc | — | +30.11% | Add |
| 16 | IAUX | I-80 Gold CORP | — | — | Unchanged |
| 17 | XJQCX | Nuveen Credit Strategies Inc | — | — | Unchanged |
| 18 | ✓ | Sealsq CORP | — | — | Unchanged |
| 19 | JOF | Japan Smaller Capitalization | 0% | — | Unchanged |
| 20 | ABCL | Abcellera Biologics Inc | 0% | — | Unchanged |
| 21 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 22 | ZVIA | Zevia Pbc-a | 0% | — | Unchanged |
| 23 | WIW | Western Asst Infl-lnk Opp | 0% | — | Unchanged |
| 24 | RMT | Royce Micro-cap Trust Inc | 0% | — | Unchanged |
| 25 | NCA | Nuveen California Muni Val | 0% | — | Unchanged |
| 26 | OEF | Ishares S&p 100 ETF | 0% | — | Unchanged |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.75% | Trim |
| 29 | TIP | Ishares Tips Bond ETF | 0% | — | Unchanged |
| 30 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Unchanged |
| 31 | SCHD | Schwab US Dvd Equity ETF | 0% | — | Unchanged |
| 32 | TOTL | Ss Doubleline Tr Tact ETF | 0% | — | Unchanged |
| 33 | AMZN | Amazon.com Inc | 0% | -0.60% | Trim |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.58% | Add |
| 35 | VEA | Vanguard Ftse Developed ETF | 0% | -1.17% | Trim |
| 36 | BIZD | Vaneck Bdc Income ETF | 0% | — | Unchanged |
| 37 | IREN | IREN Limited | 0% | +18.21% | Add |
| 38 | MFIC | Midcap Financial Investment | 0% | — | Unchanged |
| 39 | JOBY | Joby Aviation, Inc. | 0% | — | Unchanged |
| 40 | VNQ | Vanguard Real Estate ETF | 0% | -1.52% | Trim |
| 41 | IEF | Ishares 7-10 Year Treasury B | 0% | -3.11% | Trim |
| 42 | NVDA | Nvidia CORP | 0% | +1.51% | Add |
| 43 | IJR | Ishares Core S&p Small-cap E | 0% | -2.61% | Trim |
| 44 | IWM | Ishares Russell 2000 ETF | 0% | -0.90% | Trim |
| 45 | AAPL | Apple Inc | -0.1% | -0.36% | Trim |
| 46 | META | Meta Platforms Inc-class A | -0.1% | +4.81% | Add |
| 47 | NAC | Nuveen Ca Qlty Muni Inc | -0.1% | — | Unchanged |
| 48 | LMT | Lockheed Martin CORP | -0.1% | +0.25% | Add |
| 49 | TSLA | Tesla Inc | -0.1% | -0.47% | Trim |
| 50 | TMSL | T.rowe Prc Small-mid Cap ETF | -0.1% | -1.78% | Trim |
According to official SEC Form 13F filings, DKM Wealth Management, Inc. reported a total U.S. public equity portfolio value of $153.0M across 75 disclosed positions in Q4 2025.
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, XSORX) accounted for 43.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
GRNJ
市值: $2.2M
Top Position Liquidated / Trimmed
IBIT
前期市值: $224.8K
During Q4 2025, DKM Wealth Management, Inc.'s top holdings by market value included TBLD (14.3%)、TCAF (11.7%)、XSORX (10.1%). The largest single position, TBLD, represented 14.3% of total portfolio value.
In Q4 2025, DKM Wealth Management, Inc. made 52 total portfolio adjustments, initiating 12 new buys, adding to 21 positions, trimming 17 holdings, and fully liquidating 2 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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