account_balance
Investment manager · 13F filer · SEC CIK 1904822
DBK Financial Counsel, LLC
Reported value$125Mas of Sep 30, 2026
Positions57 3 new, 2 sold out
Top 10 weight54.5%BILS alone is 12%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BILSSPDR Series Trust
11.9%Added +13%
SPYSPDR S&P 500 ETF Trust
7.2%
QQQInvesco QQQ Tr
6.1%
VEAVanguard Tax-Managed FDS
6.1%
DFUSDimensional ETF Trust
5.2%
DFLVDimensional ETF Trust
4.1%
DFASDimensional ETF Trust
3.8%
DFAIDimensional ETF Trust
3.7%
AVUVAmerican Centy ETF Tr
3.2%
SPHQInvesco Exchange Traded Fd T
3.0%New
VOOVanguard Index FDS
2.9%
IJRiShares Tr
2.8%
BILSSPDR Series Trust
11.9%Added +13%
SPYSPDR S&P 500 ETF Trust
7.2%
QQQInvesco QQQ Tr
6.1%
VEAVanguard Tax-Managed FDS
6.1%
DFUSDimensional ETF Trust
5.2%
DFLVDimensional ETF Trust
4.1%
DFASDimensional ETF Trust
3.8%
DFAIDimensional ETF Trust
3.7%
AVUV3.2%
SPHQ
VOO2.9%
IJR2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BILS SPDR Series Trust 11.9% Added +13%
SPY SPDR S&P 500 ETF Trust 7.2% HeldQQQ Invesco QQQ Tr 6.1% Held
VEA Vanguard Tax-Managed FDS 6.1% Held
DFUS Dimensional ETF Trust 5.2% Held
DFLV Dimensional ETF Trust 4.1% Held
DFAS Dimensional ETF Trust 3.8% Held
DFAI Dimensional ETF Trust 3.7% Held
AVUV American Centy ETF Tr 3.2% Held
SPHQ Invesco Exchange Traded Fd T 3.0% New
VOO Vanguard Index FDS 2.9% Held
IJR iShares Tr 2.8% Held
What changed
Biggest moves since Jun 30, 2026
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