StockDriftsStockDriftsTop 50 Dhk Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL | 19.96% | 71.4K | $34.7M | — | — | — | 2025-06-30 |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 10.48% | 25 | $18.2M | — | — | — | 2025-06-30 |
| VT | VANGUARD INTL EQUITY INDEX F | 9.04% | 122.3K | $15.7M | — | — | — | 2025-06-30 |
| GLD | SPDR GOLD TR | 5.22% | 29.8K | $9.1M | — | — | — | 2025-06-30 |
| SPY | SPDR S&P 500 ETF TR | 3.84% | 10.8K | $6.7M | — | — | — | 2025-06-30 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 2.66% | 101.0K | $4.6M | — | — | — | 2025-06-30 |
| VPU | VANGUARD WORLD FD | 2.27% | 22.4K | $3.9M | — | — | — | 2025-06-30 |
| DGRW | WISDOMTREE TR | 2.01% | 42.7K | $3.5M | — | — | — | 2025-06-30 |
| IWV | ISHARES TR | 1.74% | 8.6K | $3.0M | — | — | — | 2025-06-30 |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.69% | 43.7K | $2.9M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +37.01% |
| Top 20 Holdings Unweighted | — | — | — | — | +40.72% |
Dhk Financial Advisors, Inc. reports $173.89M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are BRKB (20.0%), BRKA (10.5%) and VT (9.0%). The top 20 holdings account for 71.27% of reported assets. Its disclosed equity book has returned +37.01% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Dhk Financial Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1922962). View Dhk Financial Advisors, Inc.’s 13F filings on SEC