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CIK: 0001901337
Total reported value
$529.6M
$529.6M
75 檔
7.9%
The Q3 2025 SEC filing reveals that DMKC Advisory Services, LLC held a total portfolio value of $529.6M, covering 75 public equity positions.
In Q3 2025, DMKC Advisory Services, LLC displayed an active expansion posture, initiating 16 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.20% | -1.74% | +5.25% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.58% | -1.26% | -5.72% | |
| 3 | BAC | Bank Of America CORP | Stock-Financials | 4.30% | -1.63% | -0.46% | |
| 4 | VHT | Vanguard Health Care ETF | ETF-Other | 3.73% | -1.71% | +10.08% | |
| 5 | WFC | Wells Fargo & Co | Stock-Financials | 3.47% | -1.52% | +0.77% | |
| 6 | PFG | Principal Financial Group | Stock-Financials | 3.09% | -1.25% | -6.61% | |
| 7 | DE | Deere & Co | Stock-Industrials | 3.07% | -1.57% | +1.37% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.04% | -1.72% | +10.56% | |
| 9 | USB | US Bancorp | Stock-Financials | 2.85% | -1.23% | -2.08% | |
| 10 | MMM | 3m Co | Stock-Industrials | 2.76% | -1.03% | +0.28% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 2.51% | -3.04% | -3.92% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.35% | +4.49% | +14.70% | |
| 13 | CMI | Cummins Inc | Stock-Industrials | 2.31% | -1.33% | -8.71% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.31% | -0.93% | — | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.04% | -1.27% | +1.46% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.02% | +1.59% | +2.05% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.95% | -0.77% | -1.83% | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.86% | -0.87% | +2.10% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.84% | +2.93% | +13.54% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.82% | -0.79% | -5.75% | |
| 21 | VPU | Vanguard Utilities ETF | ETF-Other | 1.71% | -0.82% | -42.01% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.64% | -0.93% | +2.84% | |
| 23 | SYY | Sysco CORP | Stock-Consumer Staples | 1.50% | -0.50% | +2.44% | |
| 24 | JGRW | Jensen Quality Growth ETF | ETF-Other | 1.43% | -0.91% | +12.32% | |
| 25 | STT | State Street CORP | Stock-Financials | 1.40% | -0.59% | +2.87% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 1.33% | -0.48% | -0.40% | |
| 27 | O | Realty Income CORP | Stock-Real Estate | 1.32% | -0.72% | — | |
| 28 | SHEL | Shell Plc-adr | Stock-Energy | 1.25% | -0.94% | +3.78% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | -1.07% | -0.46% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.18% | -0.80% | +5.12% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 1.17% | -0.53% | +0.87% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.14% | -0.54% | +4.36% | |
| 33 | ALL | Allstate CORP | Stock-Financials | 1.13% | -0.42% | — | |
| 34 | CVX | Chevron CORP | Stock-Energy | 1.12% | -0.90% | -1.71% | |
| 35 | AMRZ | Amrize Ltd | Stock-Materials | 1.11% | -0.73% | — | |
| 36 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.10% | -0.32% | +8.96% | |
| 37 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.09% | -0.47% | +5.19% | |
| 38 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 1.07% | — | +5.40% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.06% | -0.52% | +4.27% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.03% | -0.66% | +6.51% | |
| 41 | C | Citigroup Inc | Stock-Financials | 1.02% | -0.42% | -0.40% | |
| 42 | FDX | Fedex CORP | Stock-Industrials | 1.01% | -0.92% | +2.33% | |
| 43 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.00% | -0.33% | +5.11% | |
| 44 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.97% | -0.31% | +5.63% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.94% | -0.61% | +5.33% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.94% | -0.60% | — | |
| 47 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.92% | -0.57% | +18.63% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.90% | -0.25% | -3.47% | |
| 49 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.87% | -0.37% | — | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.87% | -0.31% | -59.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +3% | -5.72% | Add |
| 2 | DE | Deere & Co | +1.2% | +1.37% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +1% | +2.05% | Add |
| 4 | CMI | Cummins Inc | +0.7% | -8.71% | Add |
| 5 | CAT | Caterpillar Inc | +0.5% | -3.92% | Add |
| 6 | VGK | Vanguard Ftse Europe ETF | +0.4% | +18.63% | Add |
| 7 | JNJ | Johnson & Johnson | +0.4% | +1.46% | Add |
| 8 | PAYX | Paychex Inc | +0.3% | -2.61% | Add |
| 9 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +14.70% | Add |
| 10 | BAC | Bank Of America CORP | +0.2% | -0.46% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +13.54% | Add |
| 12 | ABT | Abbott Laboratories | +0.1% | -1.83% | Add |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -11.29% | Add |
| 14 | SYY | Sysco CORP | -0.1% | +2.44% | Add |
| 15 | VB | Vanguard Small-cap ETF | -0.1% | +15.94% | Add |
| 16 | WFC | Wells Fargo & Co | -0.2% | +0.77% | Add |
| 17 | GS | Goldman Sachs Group Inc | -0.2% | +2.10% | Add |
| 18 | C | Citigroup Inc | -0.2% | -0.40% | Add |
| 19 | GPC | Genuine Parts Co | -0.3% | +8.96% | Add |
| 20 | STT | State Street CORP | -0.3% | +2.87% | Add |
| 21 | LMT | Lockheed Martin CORP | -0.4% | +5.12% | Add |
| 22 | JGRW | Jensen Quality Growth ETF | -0.4% | +12.32% | Add |
| 23 | RTX | Rtx CORP | -0.5% | +2.84% | Add |
| 24 | LOW | Lowe's Cos Inc | -0.5% | +4.36% | Add |
| 25 | USB | US Bancorp | -0.5% | -2.08% | Add |
| 26 | MDT | Medtronic plc | -0.5% | +0.87% | Add |
| 27 | JPM | Jpmorgan Chase & Co | -0.6% | -5.75% | Add |
| 28 | SCHD | Schwab US Dvd Equity ETF | -0.8% | +10.56% | Add |
| 29 | VOO | Vanguard S&p 500 ETF | -0.9% | +5.25% | Add |
| 30 | MMM | 3m Co | -0.9% | +0.28% | Add |
| 31 | PFG | Principal Financial Group | -1.5% | -6.61% | Add |
| 32 | VHT | Vanguard Health Care ETF | -1.6% | +10.08% | Add |
| 33 | VPU | Vanguard Utilities ETF | -2.6% | -42.01% | Trim |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | New buy |
| 35 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 36 | O | Realty Income CORP | — | NEW | New buy |
| 37 | ALL | Allstate CORP | — | NEW | New buy |
| 38 | AMRZ | Amrize Ltd | — | NEW | New buy |
| 39 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 40 | ADP | Automatic Data Processing | — | NEW | New buy |
| 41 | MGV | Vanguard Mega Cap Value ETF | — | NEW | New buy |
| 42 | CGDV | Cap Group Dividend Value | — | NEW | New buy |
| 43 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 44 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 45 | IOO | Ishares Global 100 ETF | — | NEW | New buy |
| 46 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 47 | VYMI | Vanguard Int High Dvd Yld In | — | NEW | New buy |
| 48 | CLX | Clorox Company | — | NEW | New buy |
| 49 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 50 | CASY | Casey's General Stores Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, DMKC Advisory Services, LLC reported a total U.S. public equity portfolio value of $529.6M across 75 disclosed positions in Q3 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 VOO, MSFT, BAC) accounted for 7.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
DIA
市值: $4.6M
Top Position Liquidated / Trimmed
CASY
前期市值: $434.0K
During Q3 2025, DMKC Advisory Services, LLC's top holdings by market value included VOO (5.2%)、MSFT (4.6%)、BAC (4.3%). The largest single position, VOO, represented 5.2% of total portfolio value.
In Q3 2025, DMKC Advisory Services, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 32 positions, trimming 1 holdings, and fully liquidating 1 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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