§ 13F · FUND PROFILE
DKM Wealth Management, Inc..
AUM · $153M (13F)Positions · 74Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$90K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TBLD | THORNBURG INCM BUILDER OPP T | 958K | $21M | 13.8% | −1% |
| 2 | TCAF | T ROWE PRICE EXCHANGE-TRADED | 370K | $15M | 9.9% | −4% |
| 3 | XSORX | SOURCE CAPITAL | 313K | $14M | 9.4% | +4% |
| 4 | GRNY | TIDAL TRUST I | 507K | $14M | 9.2% | +6% |
| 5 | IVV | ISHARES TR | 11K | $8M | 5.5% | ±0% |
| 6 | ITOT | ISHARES TR | 48K | $8M | 5.2% | −2% |
| 7 | GRNJ | TIDAL TRUST III | 210K | $7M | 4.3% | +14% |
| 8 | AAPL | APPLE INC | 23K | $7M | 4.3% | −1% |
| 9 | QQQ | INVESCO QQQ TR | 8K | $6M | 3.9% | −1% |
| 10 | SYLD | CAMBRIA ETF TR | 72K | $6M | 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 $153 million in assets. The fund runs a portfolio of 74 positions.
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