§ 13F · FUND PROFILE
DKM Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125M (13F)Positions · 65Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$310K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TBLD | THORNBURG INCM BUILDER OPP T | 965K | $20M | 14.7% | +1% |
| 2 | XSORX | SOURCE CAPITAL | 301K | $14M | 10.1% | +2% |
| 3 | TCAF | T ROWE PRICE ETF INC | 383K | $14M | 9.8% | −7% |
| 4 | GRNY | TIDAL TRUST I | 480K | $11M | 8.3% | +10% |
| 5 | IVV | ISHARES TR | 11K | $7M | 5.3% | +3% |
| 6 | ITOT | ISHARES TR | 49K | $7M | 5.0% | +1% |
| 7 | AAPL | APPLE INC | 23K | $6M | 4.2% | ±0% |
| 8 | SYLD | CAMBRIA ETF TR | 73K | $5M | 4.0% | ±0% |
| 9 | QQQ | INVESCO QQQ TR | 8K | $5M | 3.4% | ±0% |
| 10 | VTI | VANGUARD INDEX FDS | 15K | $5M | 3.4% | ±0% |
§ 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 $125 million in assets. The fund runs a portfolio of 65 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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