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Dkm Wealth Management - Q1 2026 13F Filings

DK

Dkm Wealth Management, Inc.

CIK: 0002055833
Address: California Stockton 10100 Trinity Parkway Suite 450
$138.71 M
Portfolio Value
77
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/09/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. Fundstrat
+$2.48 M
2. STBF Performance Trust Short Term Bond Etf
+$1.49 M
3. TLT Ishares 20+ Year Treasury Bond Etf
+$1.34 M
4. GRNY Fundstrat Granny Shots Us Large Cap Etf
+$1.03 M
5. ACWX Ishares Msci Acwi Ex Us Etf
+$474,976.5

Top Sells

Q1 2026
1. TCAF T Rowe Price Capital Appreciation Equity Etf
−$995,381.17
2. IWM Ishares Russell 2000 Etf
−$212,536
3. JOET Virtus Terranova Us Quality Momentum Etf
−$206,195.11
4. A Agilent Technologies
−$203,833
5. Doubleline Yield Opport
−$153,485

Asset Allocation

Stocks/ETFs
+3.46%
$138.69 M 99.98%
Options
+100.00%
$21,360 0.02%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Dkm Wealth Management Q1 2026 Filing Summary

Dkm Wealth Management, Inc. filed its 13F report for Q1 2026 on April 10, 2026. The portfolio totaled 138.71 M reflecting a +3.47% change from the prior quarter, spanning 77 assets. The top 10 holdings comprised 68.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Dkm Wealth Management’s Q1 2026 Filing

Dkm Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/10/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Dkm Wealth Management reported a managed portfolio value of 138.71 M, consisting of 77 individual positions.

This page displays the raw filing documents. To see which stocks Dkm Wealth Management bought or sold during Q1 2026, please visit Dkm Wealth Management's Portfolio Analysis page.