§ 13F · FUND PROFILE
DKM Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $116.0T (13F)Positions · 57Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.6T deployed
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 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TBLD | THORNBURG INCM BUILDER OPP T | 953K | $19.2T | 14.3% | +1% |
| 2 | TCAF | T ROWE PRICE ETF INC | 411K | $15.7T | 11.7% | +8% |
| 3 | XSORX | SOURCE CAPITAL | 295K | $13.5T | 10.1% | +3% |
| 4 | GRNY | TIDAL TRUST I | 436K | $10.8T | 8.1% | +18% |
| 5 | IVV | ISHARES TR | 11K | $7.6T | 5.6% | +4% |
| 6 | ITOT | ISHARES TR | 49K | $7.2T | 5.4% | −2% |
| 7 | AAPL | APPLE INC | 23K | $6.2T | 4.6% | ±0% |
| 8 | SYLD | CAMBRIA ETF TR | 72K | $5.0T | 3.8% | −6% |
| 9 | QQQ | INVESCO QQQ TR | 8K | $5.0T | 3.7% | +3% |
| 10 | VTI | VANGUARD INDEX FDS | 15K | $4.9T | 3.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DKM SIGNAL
AC read
DKM Wealth Management, Inc. is a Other fund managing $115958.9 trillion in assets. The fund runs a portfolio of 57 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 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