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Dmkc Advisory Services, LLC 13F Filings, Portfolio & Analysis

CIK: 0001901337
Des Moines 3900 Ingersoll Ave Suite 300
Zip Code: 50312
Latest Portfolio Value
$529.63 M
+120.61%
Total Holdings
92
8
Latest Report Date
Q2 2026
Top 10 Concentration
54.64%

Dmkc Advisory Services, LLC — Portfolio Overview & Company Profile

Dmkc Advisory Services, LLC (CIK: 0001901337) is a financial institution headquartered at 3900 Ingersoll Ave, Suite 300, Des Moines, Iowa 50312. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $529.63 M, comprising 92 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 54.6%. Quarterly turnover: 4.1%. ▲ 8 new, +57 added, −12 reduced, ×0 exited.

Portfolio Summary (Q2 2026)

Asset Allocation

Stocks/ETFs
+122.79%
$526.17 M 99.35%
Options
$0 0.00%
Debt
$0 0.00%
Other
-11.40%
$3.46 M 0.65%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
570,005 $45.05 M 8.51% ▲ 570,005 New Buy
817,806 $40.71 M 7.69% ▲ 811,866 Add 13667.8%
229,901 $36.33 M 6.86% ▲ 228,266 Add 13961.2%
145,753 $34.49 M 6.51% ▲ 123,181 Add 545.7%
951,600 $31.23 M 5.90% ▲ 882,200 Add 1271.2%
610,433 $30.08 M 5.68% ▲ 565,965 Add 1272.8%
356,354 $25.39 M 4.79% ▲ 286,639 Add 411.2%
45,993 $17.02 M 3.21% ▲ 33,905 Add 280.5%
468,762 $14.86 M 2.81% ▲ 114,375 Add 32.3%
41,280 $12.34 M 2.33% ▲ 5,667 Add 15.9%

Historical Portfolio Charts