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CIK: 0001901337
Total reported value
$529.6M
$529.6M
84 檔
8.7%
At the close of Q1 2026, DMKC Advisory Services, LLC disclosed equity holdings valued at approximately $529.6M, spread across 84 reported holdings.
In Q1 2026, DMKC Advisory Services, LLC displayed an active expansion posture, initiating 3 new positions and adding to 49 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.53% | -1.72% | +17.11% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-Other | 4.04% | -1.71% | +8.53% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.68% | -1.74% | -14.30% | |
| 4 | BAC | Bank Of America CORP | Stock-Financials | 3.62% | -1.63% | +2.87% | |
| 5 | DE | Deere & Co | Stock-Industrials | 3.34% | -1.57% | +2.06% | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 3.21% | -3.04% | +0.34% | |
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 2.95% | -1.52% | +2.77% | |
| 8 | USB | US Bancorp | Stock-Financials | 2.79% | -1.23% | +3.38% | |
| 9 | PFG | Principal Financial Group | Stock-Financials | 2.73% | -1.25% | -0.03% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.52% | -1.27% | +3.84% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.42% | -1.26% | +4.45% | |
| 12 | CMI | Cummins Inc | Stock-Industrials | 2.37% | -1.33% | -1.85% | |
| 13 | MMM | 3m Co | Stock-Industrials | 2.21% | -1.03% | -1.01% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.02% | +4.49% | +1.26% | |
| 15 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.95% | -0.57% | +14.70% | |
| 16 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.90% | -0.93% | — | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.86% | +2.93% | +5.96% | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.79% | -0.87% | +2.53% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.75% | -1.07% | +4.18% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.73% | -0.93% | +2.63% | |
| 21 | VPU | Vanguard Utilities ETF | ETF-Other | 1.64% | -0.82% | +0.75% | |
| 22 | TTE | TotalEnergies SE | Stock-Other | 1.63% | -0.98% | +4.39% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.62% | +1.59% | +3.47% | |
| 24 | SHEL | Shell Plc-adr | Stock-Energy | 1.59% | -0.94% | +5.18% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | -0.79% | +4.27% | |
| 26 | FDX | Fedex CORP | Stock-Industrials | 1.53% | -0.92% | +4.07% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.53% | -0.90% | +6.18% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 1.51% | -0.77% | +6.14% | |
| 29 | STT | State Street CORP | Stock-Financials | 1.47% | -0.59% | +5.64% | |
| 30 | O | Realty Income CORP | Stock-Real Estate | 1.45% | -0.72% | +6.67% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.43% | -0.80% | +4.90% | |
| 32 | AMRZ | Amrize Ltd | Stock-Materials | 1.41% | -0.73% | +7.22% | |
| 33 | SYY | Sysco CORP | Stock-Consumer Staples | 1.29% | -0.50% | +5.72% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 1.29% | -0.60% | +58.87% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.24% | -0.66% | +11.83% | |
| 36 | TGT | Target CORP | Stock-Consumer Disc | 1.21% | -0.53% | +16.28% | |
| 37 | JGRW | Jensen Quality Growth ETF | ETF-Other | 1.17% | -0.91% | -2.98% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | -0.52% | +9.13% | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 1.13% | -0.61% | +16.35% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.12% | -0.54% | +8.08% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 1.08% | -0.53% | +8.57% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 1.04% | -0.48% | — | |
| 43 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.99% | -0.47% | +10.19% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.95% | -0.42% | — | |
| 45 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.94% | -0.33% | +22.82% | |
| 46 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.91% | -0.32% | +11.46% | |
| 47 | ALL | Allstate CORP | Stock-Financials | 0.89% | -0.42% | — | |
| 48 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.87% | -0.31% | +13.79% | |
| 49 | CGCV | Cap Group Conservative Eq | ETF-Other | 0.86% | +5.04% | +18.18% | |
| 50 | CGDV | Cap Group Dividend Value | ETF-Other | 0.79% | +4.89% | +17.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +0.9% | +17.11% | Add |
| 2 | DE | Deere & Co | +0.5% | +2.06% | Add |
| 3 | CAT | Caterpillar Inc | +0.5% | +0.34% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.5% | +4.18% | Add |
| 5 | VTV | Vanguard Value ETF | +0.5% | +58.87% | Add |
| 6 | TTE | TotalEnergies SE | +0.5% | +4.39% | Add |
| 7 | CVX | Chevron CORP | +0.4% | +6.18% | Add |
| 8 | JNJ | Johnson & Johnson | +0.4% | +3.84% | Add |
| 9 | SHEL | Shell Plc-adr | +0.3% | +5.18% | Add |
| 10 | TGT | Target CORP | +0.3% | +16.28% | Add |
| 11 | LMT | Lockheed Martin CORP | +0.3% | +4.90% | Add |
| 12 | FDX | Fedex CORP | +0.3% | +4.07% | Add |
| 13 | PFE | Pfizer Inc | +0.2% | +16.35% | Add |
| 14 | PEP | Pepsico Inc | +0.2% | +11.83% | Add |
| 15 | VGK | Vanguard Ftse Europe ETF | +0.1% | +14.70% | Add |
| 16 | O | Realty Income CORP | +0.1% | +6.67% | Add |
| 17 | KMB | Kimberly-clark CORP | +0.1% | +22.82% | Add |
| 18 | AMRZ | Amrize Ltd | +0.1% | +7.22% | Add |
| 19 | CGCV | Cap Group Conservative Eq | +0.1% | +18.18% | Add |
| 20 | CGDV | Cap Group Dividend Value | +0.1% | +17.92% | Add |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.96% | Add |
| 22 | ETN | Eaton Corporation plc | +0.1% | — | Unchanged |
| 23 | RTX | Rtx CORP | +0.1% | +2.63% | Add |
| 24 | PG | Procter & Gamble Co/the | +0.1% | +9.13% | Add |
| 25 | GLD | Spdr Gold Shares | +0.1% | +33.10% | Add |
| 26 | VPU | Vanguard Utilities ETF | 0% | +0.75% | Add |
| 27 | ECG | Everus Construction Group | 0% | — | Unchanged |
| 28 | VB | Vanguard Small-cap ETF | 0% | +7.99% | Add |
| 29 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +12.97% | Add |
| 31 | KNF | Knife River CORP | 0% | — | Unchanged |
| 32 | VYM | Vanguard High Dvd Yield ETF | 0% | +11.15% | Add |
| 33 | LOW | Lowe's Cos Inc | — | +8.08% | Add |
| 34 | VYMI | Vanguard Int High Dvd Yld In | — | — | Unchanged |
| 35 | MDU | Mdu Resources Group Inc | — | — | Unchanged |
| 36 | KLAC | Kla CORP | — | -17.26% | Trim |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.25% | Add |
| 38 | CLX | Clorox Company | 0% | — | Unchanged |
| 39 | STT | State Street CORP | 0% | +5.64% | Add |
| 40 | MGV | Vanguard Mega Cap Value ETF | 0% | — | Unchanged |
| 41 | SYK | Stryker CORP | 0% | -6.23% | Trim |
| 42 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 43 | VO | Vanguard Mid-cap ETF | 0% | +1.54% | Add |
| 44 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 45 | IOO | Ishares Global 100 ETF | 0% | — | Unchanged |
| 46 | GOOGL | Alphabet Inc-cl A | 0% | +1.25% | Add |
| 47 | MA | Mastercard Inc - A | 0% | -5.05% | Trim |
| 48 | SYY | Sysco CORP | 0% | +5.72% | Add |
| 49 | WTBA | West Bancorporation | 0% | -25.00% | Trim |
| 50 | CMI | Cummins Inc | -0.1% | -1.85% | Trim |
According to official SEC Form 13F filings, DMKC Advisory Services, LLC reported a total U.S. public equity portfolio value of $529.6M across 84 disclosed positions in Q1 2026.
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 SCHD, VHT, VOO) accounted for 8.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
BSV
市值: $393.3K
Top Position Liquidated / Trimmed
LLY
前期市值: $264.4K
During Q1 2026, DMKC Advisory Services, LLC's top holdings by market value included SCHD (4.5%)、VHT (4.0%)、VOO (3.7%). The largest single position, SCHD, represented 4.5% of total portfolio value.
In Q1 2026, DMKC Advisory Services, LLC made 70 total portfolio adjustments, initiating 3 new buys, adding to 49 positions, trimming 16 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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