§ 13F · FUND PROFILE
DBK Financial Counsel, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $119M (13F)Positions · 59Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BILS | SPDR SERIES TRUST | 153K | $15M | 11.6% | +36% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 158K | $10M | 7.6% | −2% |
| 3 | SPY | SPDR S&P 500 ETF TR | 12K | $8M | 6.2% | ±0% |
| 4 | QQQ | INVESCO QQQ TR | 11K | $6M | 5.0% | ±0% |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 72K | $5M | 4.1% | +19% |
| 6 | DFAI | DIMENSIONAL ETF TRUST | 136K | $5M | 4.0% | +14% |
| 7 | VOO | VANGUARD INDEX FDS | 8K | $5M | 3.6% | +4% |
| 8 | VTI | VANGUARD INDEX FDS | 14K | $5M | 3.6% | −1% |
| 9 | DFAS | DIMENSIONAL ETF TRUST | 65K | $4M | 3.5% | +9% |
| 10 | BSV | VANGUARD BD INDEX FDS | 57K | $4M | 3.4% | +28% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DBK SIGNAL
AC read
DBK Financial Counsel, LLC is a Other fund managing $119 million in assets. The fund runs a portfolio of 59 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed