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DKM WEALTH MANAGEMENT, INC.
DKM WEALTH MANAGEMENT, INC.
Latest filing: 2026-06-30
DKM WEALTH MANAGEMENT, INC. runs DKM WEALTH MANAGEMENT, INC. and currently holds 74 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $152.97M. Their top holdings are TCAF, GRNY, IVV, ITOT, GRNJ. The top five represent 34.1% of reported portfolio weight. DKM WEALTH MANAGEMENT, INC. ranks #913 out of 1000 investors tracked by Alpha Score. In the most recent quarter, DKM WEALTH MANAGEMENT, INC. initiated 1 new position. They added to 10 existing positions. They trimmed 19 positions. Their current best-performing preview position is ABSI with returns of +286.33%.
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74 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TCAF T ROWE PRICE EXCHANGE-TRADED | 9.93% | $33.61 | $42.48 | +26.38% | Trimmed -3.52% |
 GRNY TIDAL TRUST I | 9.17% | $21.86 | $27.81 | +27.20% | Added +5.77% |
 IVV ISHARES TR | 5.54% | $597.12 | $769.30 | +28.84% | Trimmed -0.28% |
 ITOT ISHARES TR | 5.20% | $128.53 | $167.98 | +30.69% | Trimmed -1.53% |
 GRNJ TIDAL TRUST III | 4.31% | $26.02 | $30.10 | +15.68% | Added +14.16% |
 AAPL APPLE INC | 4.28% | $250.68 | $309.35 | +23.40% | Trimmed -1.45% |
 QQQ INVESCO QQQ TR | 3.88% | $511.63 | $713.44 | +39.44% | Trimmed -1.12% |
 SYLD CAMBRIA ETF TR | 3.73% | $68.50 | $86.59 | +26.40% | Trimmed -0.72% |
 VTI VANGUARD INDEX FDS | 3.55% | $290.31 | $378.25 | +30.29% | Added +0.04% |
 COPY RBB FUND TRUST | 2.10% | $12.26 | $15.91 | +29.73% | Trimmed -1.05% |
Showing 1-10 of 74