StockDriftsStockDriftsTop 50 Dkm Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TBLD | THORNBURG INCM BUILDER OPP T | 12.53% | 973.5K | $19.8M | +1.64%(+15.73K) | $17.19(+18.00%) | 2026-09-30 | |
| GRNY | TIDAL TRUST I | 9.43% | 535.0K | $14.9M | +5.42%(+27.52K) | $21.94(+24.56%) | 2026-09-30 | |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 9.42% | 351.7K | $14.9M | -4.80%(-17.75K) | $33.60(+28.64%) | 2026-09-30 | |
| SOR | SOURCE CAPITAL | 9.17% | 318.7K | $14.5M | +1.78%(+5.58K) | $44.14(+2.66%) | 2026-09-30 | |
| IVV | ISHARES TR | 5.48% | 11.3K | $8.7M | -0.11%(-12) | $590.54(+30.39%) | 2026-09-30 | |
| ITOT | ISHARES TR | 5.36% | 50.9K | $8.5M | +5.21%(+2.52K) | $129.15(+29.09%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.74% | 22.5K | $7.5M | -0.72%(-162) | $232.59(+47.45%) | 2026-09-30 | |
| GRNJ | TIDAL TRUST III | 4.53% | 243.1K | $7.2M | +16.01%(+33.55K) | $25.78(+4.25%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 3.89% | 8.3K | $6.1M | +2.86%(+231) | $509.09(+41.11%) | 2026-09-30 | |
| SYLD | CAMBRIA ETF TR | 3.72% | 73.0K | $5.9M | +1.04%(+750) | $70.52(+18.19%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.93% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.77% |
Dkm Wealth Management INC reports $157.90M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are TBLD (12.5%), GRNY (9.4%) and TCAF (9.4%). The top 20 holdings account for 87.51% of reported assets. Its disclosed equity book has returned +21.93% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dkm Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055833). View Dkm Wealth Management INC’s 13F filings on SEC