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Dkm Wealth Management - Q4 2025 13F Filings

DK

Dkm Wealth Management, Inc.

CIK: 0002055833
Address: California Stockton 10100 Trinity Parkway Suite 450
$134.06 M
Portfolio Value
75
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/09/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. Tidal Trust Iii
+$2.16 M
2. GRNY Fundstrat Granny Shots Us Large Cap Etf
+$1.67 M
3. TCAF T Rowe Price Capital Appreciation Equity Etf
+$1.17 M
4. STBF Performance Trust Short Term Bond Etf
+$710,193.02
5. COPY Tweedy Browne Insider + Value Etf Trust Units
+$464,554.87

Top Sells

Q4 2025
1. TLT Ishares 20+ Year Treasury Bond Etf
−$661,719.13
2. SYLD Cambria Shareholder Yield Etf
−$309,087.07
3. IBIT Ishares Bitcoin Trust Etf
−$224,835
4. ITOT Ishares Core S&P Total Us Stock Market Etf
−$114,787.84
5. JOET Virtus Terranova Us Quality Momentum Etf
−$62,076

Asset Allocation

Stocks/ETFs
+7.61%
$134.06 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Dkm Wealth Management Q4 2025 Filing Summary

Dkm Wealth Management, Inc. filed its 13F report for Q4 2025 on January 12, 2026. The portfolio totaled 134.06 M reflecting a +7.61% change from the prior quarter, spanning 75 assets. The top 10 holdings comprised 71.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Dkm Wealth Management’s Q4 2025 Filing

Dkm Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/12/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Dkm Wealth Management reported a managed portfolio value of 134.06 M, consisting of 75 individual positions.

This page displays the raw filing documents. To see which stocks Dkm Wealth Management bought or sold during Q4 2025, please visit Dkm Wealth Management's Portfolio Analysis page.