DKM WEALTH MANAGEMENT, INC. 13F Portfolio
DKM WEALTH MANAGEMENT, INC. runs DKM WEALTH MANAGEMENT, INC. and currently holds 74 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $157.90M. Their top holdings are TCAF, GRNY, IVV, ITOT, AAPL. The top five represent 34.7% of reported portfolio weight. DKM WEALTH MANAGEMENT, INC. ranks #950 out of 1000 investors tracked by Alpha Score. In the most recent quarter, DKM WEALTH MANAGEMENT, INC. initiated 2 new positions. They added to 17 existing positions. They trimmed 12 positions. Their current best-performing preview position is BMNR with returns of +98.57%.
Portfolio Value
$157.90M
Alpha Score
17.0
#950 of 1000
Holdings
74
DKM WEALTH MANAGEMENT, INC. Current 13F Holdings
Reported holdings from DKM WEALTH MANAGEMENT, INC.'s latest SEC 13F filing, ranked by portfolio weight.
74 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GRNY TIDAL TRUST I | 9.43% | $22.16 | $28.45 | +28.38% | Added +5.42% |
 TCAF T ROWE PRICE EXCHANGE-TRADED | 9.42% | $33.61 | $43.58 | +29.66% | Trimmed -4.80% |
 IVV ISHARES TR | 5.48% | $597.12 | $781.99 | +30.96% | Trimmed -0.11% |
 ITOT ISHARES TR | 5.36% | $130.40 | $169.61 | +30.07% | Added +5.21% |
 AAPL APPLE INC | 4.74% | $250.68 | $336.68 | +34.31% | Trimmed -0.72% |
 GRNJ TIDAL TRUST III | 4.53% | $26.50 | $29.75 | +12.26% | Added +16.01% |
 QQQ INVESCO QQQ TR | 3.89% | $517.99 | $751.27 | +45.04% | Added +2.86% |
 SYLD CAMBRIA ETF TR | 3.72% | $68.62 | $81.83 | +19.25% | Added +1.04% |
 VTI VANGUARD INDEX FDS | 3.48% | $290.34 | $381.92 | +31.54% | Added +0.03% |
 TLT ISHARES TR | 2.39% | $83.19 | $77.98 | -6.26% | Added +75.10% |
Showing 1-10 of 74