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Dkm Wealth Management - Q2 2026 13F Filings

DK

Dkm Wealth Management, Inc.

CIK: 0002055833
Address: California Stockton 10100 Trinity Parkway Suite 450
$152.97 M
Portfolio Value
74
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/09/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. Tidal Trust Iii
+$817,125.64
2. GRNY Fundstrat Granny Shots Us Large Cap Etf
+$765,462.63
3. STBF Performance Trust Short Term Bond Etf
+$609,552.61
4. Source Capital
+$535,411.88
5. KOPN Kopin Corporation
+$89,600

Top Sells

Q2 2026
1. OAKM Oakmark Us Large Cap Etf
−$614,866.76
2. TCAF T Rowe Price Capital Appreciation Equity Etf
−$553,781.43
3. SII Sprott
−$285,800
4. TLT Ishares 20+ Year Treasury Bond Etf
−$235,839.66
5. B Barrick Mining Corporation
−$203,950

Asset Allocation

Stocks/ETFs
+10.30%
$152.97 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Dkm Wealth Management Q2 2026 Filing Summary

Dkm Wealth Management, Inc. filed its 13F report for Q2 2026 on July 30, 2026. The portfolio totaled 152.97 M reflecting a +10.28% change from the prior quarter, spanning 74 assets. The top 10 holdings comprised 69.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 3 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 Q2 2026 Filing

Dkm Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/30/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Dkm Wealth Management reported a managed portfolio value of 152.97 M, consisting of 74 individual positions.

This page displays the raw filing documents. To see which stocks Dkm Wealth Management bought or sold during Q2 2026, please visit Dkm Wealth Management's Portfolio Analysis page.