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DKM WEALTH MANAGEMENT, INC. 13F portfolio summary

DKM WEALTH MANAGEMENT, INC. of DKM WEALTH MANAGEMENT, INC. has 72 current stock holdings with a reported portfolio value of $138.7M. The portfolio 1 year return is +14.13%. Top holdings include QQQ (0.00%), SPY (0.00%), TBLD (16.00%), SOR (10.95%), TCAF (10.69%).

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DKM WEALTH MANAGEMENT, INC.

DKM WEALTH MANAGEMENT, INC.
Latest filing: 2026-03-31

DKM WEALTH MANAGEMENT, INC. runs DKM WEALTH MANAGEMENT, INC. and currently holds 72 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $138.71M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. DKM WEALTH MANAGEMENT, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, DKM WEALTH MANAGEMENT, INC.'s portfolio at DKM WEALTH MANAGEMENT, INC. has delivered returns of +14.13%. Their 3-year annualized return is +11.71%. Looking at the 5-year horizon, DKM WEALTH MANAGEMENT, INC. has achieved +11.71% annualized returns at DKM WEALTH MANAGEMENT, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.13%
#0/1000
3 Year
+11.71%
#0/1000
5 Year
+11.71%
#0/1000

Portfolio Value

$138.71M

Alpha Score

10.8

#0 of 1000

Holdings

72

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change