account_balance
Investment manager · 13F filer · SEC CIK 2055833
DKM Wealth Management, Inc.
Reported value$153Mas of Jun 30, 2026
Positions74 1 new, 3 sold out
Top 10 weight69.3%TBLD alone is 14%
FiledJul 3030 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TBLDThornburg Incm Builder Opp T
13.8%
TCAFT Rowe Price Exchange-traded
9.9%Trimmed −4%
SORSource Capital
9.4%Added +4%
GRNYTidal Trust I
9.2%Added +6%
IVViShares Tr
5.5%
ITOTiShares Tr
5.2%
GRNJTidal Trust III
4.3%Added +14%
AAPLApple Inc
4.3%
QQQInvesco QQQ Tr
3.9%
SYLDCambria ETF Tr
3.7%
VTIVanguard Index FDS
3.5%
STBFTrust for Professional Manag
3.4%Added +13%
TBLDThornburg Incm Builder Opp T
13.8%
TCAFT Rowe Price Exchange-traded
9.9%Trimmed −4%
SOR9.4%GRNY9.2%IVV5.5%ITOT5.2%GRNJ4.3%AAPL4.3%QQQ3.9%SYLD3.7%VTI3.5%STBF3.4%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
TBLD Thornburg Incm Builder Opp T 13.8% HeldTCAF T Rowe Price Exchange-traded 9.9% Trimmed −4%SOR Source Capital 9.4% Added +4%GRNY Tidal Trust I 9.2% Added +6%IVV iShares Tr 5.5% HeldITOT iShares Tr 5.2% HeldGRNJ Tidal Trust III 4.3% Added +14%AAPL Apple Inc 4.3% HeldQQQ Invesco QQQ Tr 3.9% HeldSYLD Cambria ETF Tr 3.7% HeldVTI Vanguard Index FDS 3.5% HeldSTBF Trust for Professional Manag 3.4% Added +13%
What changed