DF

DHK Financial Advisors, Inc.

13F
DHK Financial Advisors, Inc.
Last update 2025-04-11 90 Stocks (11 new)
Value $182.00 Mil Turnover 13 %
Countries:
Top Holdings: BRK.B(20.87%)BRK.A(10.95%)VT(7.76%)SPY(5.71%)GLD(4.53%)
Summary Stock Picks Current Portfolio
DHK Financial Advisors, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
71,436
38,045.6
+0.28%
20.870
+0.06%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
BRK.A
Berkshire Hathaway Inc
25
19,961.0
0%
10.950
0%
0.000
-8.71%
+4.41%
1,022,296.6
Insurance
VT
Vanguard Total World Stock ETF
121,964
14,141.7
-13.72%
7.760
-1.38%
0.030
+16.81%
+10.55%
45,977.1
 
SPY
SPDR S&P 500 ETF Trust
18,566
10,416.9
+91.86%
5.710
+2.73%
0.000
+19.57%
+7.72%
643,289.7
 
GLD
SPDR Gold Shares ETF
28,675
8,262.4
+4.09%
4.530
+0.18%
0.010
+0.74%
+27.37%
101,985.4
 
IWV
iShares Russell 3000 ETF
19,850
6,305.1
+76.84%
3.460
+1.50%
0.040
+19.43%
+6.83%
16,104.0
 
VPU
Vanguard Utilities ETF
19,310
3,298.4
+0.73%
1.810
+0.01%
0.050
+7.30%
+10.82%
7,053.2
 
EFA
iShares MSCI EAFE ETF
35,402
2,893.4
-1.05%
1.590
-0.02%
0.010
+8.95%
+16.86%
63,725.9
 
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
33,928
2,800.4
+100.00%
1.540
+0.77%
0.020
+11.08%
+5.82%
12,010.2
 
TSPA
T. Rowe Price U.S. Equity Research ETF
T. Rowe Price U.S. Equity Research ETF
78,598
2,763.5
+100.00%
1.520
+0.76%
0.240
+19.17%
+6.79%
1,661.2
 

DHK Financial Advisors, Inc.'s Historical Top Holdings Breakdowns

DHK Financial Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+2.73%
●
551.42 ($587.78) 612.93
$627.58
6.77%
Add 91.86%
18,566
8,889
MOAT
VanEck Morningstar Wide Moat ETF
2025-03-31
Reduce
Reduce
-1.93%
●
87.69 ($92.02) 96.49
$96.10
4.43%
Reduce -56.3%
26,666
-34,350
FM
iShares Frontier and Select EM ETF
2025-03-31
Sold Out
Sold Out
-1.86%
●
27.08 ($27.15) 27.19
$27.19
0.15%
Sold Out
0
-112,900
IWV
iShares Russell 3000 ETF
2025-03-31
Add
Add
+1.50%
●
313.1 ($335.28) 349.83
$357.07
6.50%
Add 76.84%
19,850
8,625
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
New Buy
New Buy
+1.39%
●
69.57 ($74.78) 78.65
$82.56
10.40%
New holding
33,505
33,505
VT
Vanguard Total World Stock ETF
2025-03-31
Reduce
Reduce
-1.38%
●
115.08 ($119.66) 123.97
$129.87
8.53%
Reduce -13.72%
121,964
-19,400
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
2025-03-31
Add
Add
+0.77%
●
80.21 ($83.64) 86.14
$85.96
2.77%
Add 100%
33,928
16,964
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+0.76%
●
168.16 ($179.03) 186.21
$184.03
2.79%
Add 100%
16,132
8,066
TSPA
T. Rowe Price U.S. Equity Research ETF
T. Rowe Price U.S. Equity Research ETF
2025-03-31
Add
Add
+0.76%
●
34.58 ($37.03) 38.65
$39.48
6.62%
Add 100%
78,598
39,299
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
2025-03-31
Add
Add
+0.74%
●
92.71 ($101.57) 107.38
$111.75
10.02%
Add 100%
29,100
14,550

DHK Financial Advisors, Inc. Total Holding History ($B)

To

DHK Financial Advisors, Inc.'s Asset Allocation

To

DHK Financial Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DHK Financial Advisors, Inc.'s Hypothetical Growth since 2025-03-31

DHK Financial Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

DHK Financial Advisors, Inc.'s Holdings Heat Map

Size field:

DHK Financial Advisors, Inc.'s Holdings Bubble Chart

DHK Financial Advisors, Inc. News

  • 1

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