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CIK: 0001901337
Total reported value
$529.6M
$529.6M
83 檔
8.7%
During the Q4 2025 filing period, DMKC Advisory Services, LLC (CIK: 0001901337) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $529.6M across 83 reported positions.
In Q4 2025, DMKC Advisory Services, LLC displayed an active expansion posture, initiating 6 new positions and adding to 39 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 | 4.75% | -1.74% | +2.99% | |
| 2 | BAC | Bank Of America CORP | Stock-Financials | 4.19% | -1.63% | +5.57% | |
| 3 | VHT | Vanguard Health Care ETF | ETF-Other | 4.14% | -1.71% | +15.87% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.64% | -1.72% | +37.75% | |
| 5 | WFC | Wells Fargo & Co | Stock-Financials | 3.54% | -1.52% | +6.01% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.19% | -1.26% | -13.80% | |
| 7 | USB | US Bancorp | Stock-Financials | 2.92% | -1.23% | +7.40% | |
| 8 | DE | Deere & Co | Stock-Industrials | 2.85% | -1.57% | +5.52% | |
| 9 | PFG | Principal Financial Group | Stock-Financials | 2.82% | -1.25% | -0.75% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.72% | -3.04% | +4.63% | |
| 11 | MMM | 3m Co | Stock-Industrials | 2.60% | -1.03% | +5.52% | |
| 12 | CMI | Cummins Inc | Stock-Industrials | 2.42% | -1.33% | — | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.16% | -1.27% | +9.63% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.15% | +4.49% | +3.89% | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.07% | -0.93% | — | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.91% | -0.87% | +7.20% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.83% | -0.77% | +15.57% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.82% | -0.57% | +118.96% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.80% | +2.93% | +8.56% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | -0.79% | +8.63% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.72% | +1.59% | -3.59% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.68% | -0.93% | +8.47% | |
| 23 | VPU | Vanguard Utilities ETF | ETF-Other | 1.60% | -0.82% | +10.80% | |
| 24 | STT | State Street CORP | Stock-Financials | 1.49% | -0.59% | +10.91% | |
| 25 | JGRW | Jensen Quality Growth ETF | ETF-Other | 1.42% | -0.91% | +15.19% | |
| 26 | AMRZ | Amrize Ltd | Stock-Materials | 1.34% | -0.73% | +25.50% | |
| 27 | SYY | Sysco CORP | Stock-Consumer Staples | 1.33% | -0.50% | +14.66% | |
| 28 | O | Realty Income CORP | Stock-Real Estate | 1.32% | -0.72% | +24.39% | |
| 29 | SHEL | Shell Plc-adr | Stock-Energy | 1.26% | -0.94% | +13.26% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 1.26% | -1.07% | +14.98% | |
| 31 | FDX | Fedex CORP | Stock-Industrials | 1.25% | -0.92% | +17.82% | |
| 32 | TTE | TotalEnergies SE | Stock-Other | 1.18% | -0.98% | — | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 1.16% | -0.53% | +14.02% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.15% | -0.80% | +16.48% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.12% | -0.54% | +18.37% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 1.12% | -0.90% | +17.33% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | -0.52% | +28.41% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.08% | -0.66% | +17.72% | |
| 39 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.07% | -0.47% | +19.04% | |
| 40 | C | Citigroup Inc | Stock-Financials | 1.03% | -0.42% | +1.92% | |
| 41 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.00% | -0.32% | +18.31% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.98% | -0.48% | — | |
| 43 | ALL | Allstate CORP | Stock-Financials | 0.95% | -0.42% | — | |
| 44 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.93% | -0.31% | +23.12% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.91% | -0.61% | +14.73% | |
| 46 | TGT | Target CORP | Stock-Consumer Disc | 0.89% | -0.53% | +23.44% | |
| 47 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.84% | -0.33% | +19.94% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.83% | -0.60% | — | |
| 49 | CGCV | Cap Group Conservative Eq | ETF-Other | 0.79% | +5.04% | — | |
| 50 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.77% | -0.37% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | +0.9% | +118.96% | Add |
| 2 | SCHD | Schwab US Dvd Equity ETF | +0.6% | +37.75% | Add |
| 3 | VHT | Vanguard Health Care ETF | +0.4% | +15.87% | Add |
| 4 | FDX | Fedex CORP | +0.2% | +17.82% | Add |
| 5 | AMRZ | Amrize Ltd | +0.2% | +25.50% | Add |
| 6 | CAT | Caterpillar Inc | +0.2% | +4.63% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +86.61% | Add |
| 8 | TGT | Target CORP | +0.1% | +23.44% | Add |
| 9 | JNJ | Johnson & Johnson | +0.1% | +9.63% | Add |
| 10 | CMI | Cummins Inc | +0.1% | — | Unchanged |
| 11 | AMZN | Amazon.com Inc | +0.1% | +58.02% | Add |
| 12 | NVDA | Nvidia CORP | +0.1% | +59.95% | Add |
| 13 | STT | State Street CORP | +0.1% | +10.91% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +14.98% | Add |
| 15 | WFC | Wells Fargo & Co | +0.1% | +6.01% | Add |
| 16 | USB | US Bancorp | +0.1% | +7.40% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +7.20% | Add |
| 18 | PEP | Pepsico Inc | +0.1% | +17.72% | Add |
| 19 | RTX | Rtx CORP | 0% | +8.47% | Add |
| 20 | PG | Procter & Gamble Co/the | 0% | +28.41% | Add |
| 21 | CGDV | Cap Group Dividend Value | 0% | +15.76% | Add |
| 22 | VUG | Vanguard Growth ETF | 0% | +17.91% | Add |
| 23 | SHEL | Shell Plc-adr | 0% | +13.26% | Add |
| 24 | C | Citigroup Inc | 0% | +1.92% | Add |
| 25 | O | Realty Income CORP | — | +24.39% | Add |
| 26 | CVX | Chevron CORP | — | +17.33% | Add |
| 27 | JGRW | Jensen Quality Growth ETF | 0% | +15.19% | Add |
| 28 | MDT | Medtronic plc | 0% | +14.02% | Add |
| 29 | LOW | Lowe's Cos Inc | 0% | +18.37% | Add |
| 30 | OTIS | Otis Worldwide CORP | 0% | +19.04% | Add |
| 31 | LMT | Lockheed Martin CORP | 0% | +16.48% | Add |
| 32 | VEA | Vanguard Ftse Developed ETF | 0% | +8.56% | Add |
| 33 | JPM | Jpmorgan Chase & Co | -0.1% | +8.63% | Add |
| 34 | BAC | Bank Of America CORP | -0.1% | +5.57% | Add |
| 35 | VPU | Vanguard Utilities ETF | -0.1% | +10.80% | Add |
| 36 | ABT | Abbott Laboratories | -0.1% | +15.57% | Add |
| 37 | MMM | 3m Co | -0.2% | +5.52% | Add |
| 38 | VIG | Vanguard Dividend Apprec ETF | -0.2% | +3.89% | Add |
| 39 | DE | Deere & Co | -0.2% | +5.52% | Add |
| 40 | PFG | Principal Financial Group | -0.3% | -0.75% | Trim |
| 41 | ETN | Eaton Corporation plc | -0.4% | — | Unchanged |
| 42 | VOO | Vanguard S&p 500 ETF | -0.5% | +2.99% | Add |
| 43 | MSFT | Microsoft CORP | -1.4% | -13.80% | Trim |
| 44 | TTE | TotalEnergies SE | — | NEW | New buy |
| 45 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 46 | CGCV | Cap Group Conservative Eq | — | NEW | New buy |
| 47 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 48 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 49 | WTBA | West Bancorporation | — | NEW | New buy |
| 50 | LLY | Eli Lilly & Co | — | NEW | New buy |
According to official SEC Form 13F filings, DMKC Advisory Services, LLC reported a total U.S. public equity portfolio value of $529.6M across 83 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 VOO, BAC, VHT) accounted for 8.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
TTE
市值: $2.7M
Top Position Liquidated / Trimmed
TTEN
前期市值: $2.1M
During Q4 2025, DMKC Advisory Services, LLC's top holdings by market value included VOO (4.8%)、BAC (4.2%)、VHT (4.1%). The largest single position, VOO, represented 4.8% of total portfolio value.
In Q4 2025, DMKC Advisory Services, LLC made 48 total portfolio adjustments, initiating 6 new buys, adding to 39 positions, trimming 2 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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