DW

DKM Wealth Management, Inc.

13F
DKM Wealth Management, Inc.
Last update 2025-07-16 57 Stocks (9 new)
Value $116.00 Mil Turnover 17 %
Countries:
Top Holdings: TBLD(16.16%)TCAF(11.80%)SOR(10.52%)SYLD(7.00%)GRNY(6.02%)
Summary Stock Picks Current Portfolio
DKM Wealth Management, Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TBLD
Thornburg Income Builder Opportunities Trust
Thornburg Income Builder Opportunities Trust
955,163
18,740.3
-1.99%
16.160
-0.34%
2.980
+14.28%
+25.23%
631.7
Asset Management
TCAF
T. Rowe Price Capital Appreciation Equity ETF
T. Rowe Price Capital Appreciation Equity ETF
387,863
13,683.8
-1.51%
11.800
-0.19%
0.300
+17.29%
+9.08%
4,689.8
 
SOR
Source Capital Inc
281,443
12,204.2
+2.01%
10.520
+0.21%
3.430
+7.78%
+3.94%
358.1
Asset Management
SYLD
Cambria Shareholder Yield ETF
124,843
8,118.5
-8.58%
7.000
-0.73%
0.870
+15.86%
+1.30%
975.1
 
GRNY
Fundstrat Granny Shots US Large Cap ETF
Fundstrat Granny Shots US Large Cap ETF
307,876
6,982.6
+15.06%
6.020
+0.79%
0.430
+29.65%
+16.53%
1,870.1
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
50,155
6,772.9
-1.19%
5.840
-0.07%
0.010
+19.19%
+8.56%
73,027.8
 
IVV
iShares Core S&P 500 ETF
10,259
6,369.7
+6.47%
5.490
+0.33%
0.000
+18.87%
+8.94%
642,209.1
 
VTI
Vanguard Total Stock Market ETF
14,542
4,419.8
+0.53%
3.810
+0.02%
0.000
+18.95%
+8.50%
478,431.4
 
AAPL
Apple Inc
21,300
4,370.2
-0.43%
3.770
-0.02%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
QQQ
INVESCO QQQ Trust
7,861
4,336.4
-1.53%
3.740
-0.06%
0.000
+24.17%
+10.57%
359,485.3
 

DKM Wealth Management, Inc.'s Historical Top Holdings Breakdowns

DKM Wealth Management, 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
TLT
iShares 20+ Year Treasury Bond ETF
2025-06-30
Add
Add
+1.58%
●
83.97 ($87.25) 92.85
$86.03
-1.40%
Add 121.65%
37,855
20,776
STBF
Performance Trust Short Term Bond ETF
Performance Trust Short Term Bond ETF
2025-06-30
Add
Add
+1.20%
●
25.04 ($25.2) 25.4
$25.23
0.12%
Add 186.08%
84,152
54,736
OAKM
Oakmark U.S. Large Cap ETF
2025-06-30
Add
Add
+0.89%
●
21.53 ($24.12) 25.68
$26.37
9.33%
Add 62.98%
103,730
40,086
IWM
iShares Russell 2000 ETF
2025-06-30
Reduce
Reduce
-0.79%
●
174.82 ($201.21) 215.79
$226.68
12.66%
Reduce -50.1%
4,078
-4,095
GRNY
Fundstrat Granny Shots US Large Cap ETF
Fundstrat Granny Shots US Large Cap ETF
2025-06-30
Add
Add
+0.79%
●
16.15 ($19.88) 22.68
$23.26
17.00%
Add 15.06%
307,876
40,308
SYLD
Cambria Shareholder Yield ETF
2025-06-30
Reduce
Reduce
-0.73%
●
55.35 ($62.3) 65.57
$68.43
9.84%
Reduce -8.58%
124,843
-11,719
TMSL
T. Rowe Price Small-Mid Cap ETF
2025-06-30
New Buy
New Buy
+0.64%
●
26.47 ($30.71) 32.8
$33.77
9.96%
New holding
22,511
22,511
COPY
Tweedy, Browne Insider + Value ETF
2025-06-30
Add
Add
+0.41%
●
9.15 ($10.78) 11.72
$12.23
13.45%
Add 203.18%
60,484
40,534
TBLD
Thornburg Income Builder Opportunities Trust
Thornburg Income Builder Opportunities Trust
2025-06-30
Reduce
Reduce
-0.34%
●
16.64 ($18.18) 19.62
$19.69
8.31%
Reduce -1.99%
955,163
-19,380
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+0.33%
●
498.8 ($573.99) 620.9
$637.33
11.04%
Add 6.47%
10,259
623

DKM Wealth Management, Inc. Total Holding History ($B)

To

DKM Wealth Management, Inc.'s Asset Allocation

To

DKM Wealth Management, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

DKM Wealth Management, Inc.'s Hypothetical Growth since 2025-06-30

DKM Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

DKM Wealth Management, Inc.'s Holdings Heat Map

Size field:

DKM Wealth Management, Inc.'s Holdings Bubble Chart

DKM Wealth Management, Inc. News

  • 1

Discussions on DKM Wealth Management, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.