account_balance
Investment manager · 13F filer · SEC CIK 2055833
DKM Wealth Management, Inc.
Reported value$153Mas of Jun 30, 2026
Positions74 1 new, 3 sold out
Top 10 weight69.3%TBLD alone is 14%
FiledJul 3030 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TBLDThornburg Incm Builder Opp T
13.8%
TCAFT Rowe Price Exchange-traded
9.9%Trimmed −4%
SORSource Capital
9.4%Added +4%
GRNYTidal Trust I
9.2%Added +6%
IVViShares Tr
5.5%
ITOTiShares Tr
5.2%
GRNJTidal Trust III
4.3%Added +14%
AAPLApple Inc
4.3%
QQQInvesco QQQ Tr
3.9%
SYLDCambria ETF Tr
3.7%
VTIVanguard Index FDS
3.5%
STBFTrust for Professional Manag
3.4%Added +13%
TBLDThornburg Incm Builder Opp T
13.8%
TCAFT Rowe Price Exchange-traded
9.9%Trimmed −4%
GRNY9.2%
IVV5.5%
ITOT5.2%
GRNJ4.3%
AAPL4.3%QQQ3.9%
SYLD3.7%
VTI3.5%
STBF3.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TBLD Thornburg Incm Builder Opp T 13.8% Held
TCAF T Rowe Price Exchange-traded 9.9% Trimmed −4%
SOR Source Capital 9.4% Added +4%GRNY Tidal Trust I 9.2% Added +6%
IVV iShares Tr 5.5% Held
ITOT iShares Tr 5.2% Held
GRNJ Tidal Trust III 4.3% Added +14%
AAPL Apple Inc 4.3% HeldQQQ Invesco QQQ Tr 3.9% Held
SYLD Cambria ETF Tr 3.7% Held
VTI Vanguard Index FDS 3.5% Held
STBF Trust for Professional Manag 3.4% Added +13%
What changed