StockDriftsStockDriftsTop 50 DKM Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TBLD | THORNBURG INCM BUILDER OPP T | 13.82% | 957.8K | $21.1M | -0.70%(-6.80K) | $17.13(+29.74%) | 2026-06-30 | |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 9.93% | 369.5K | $15.2M | -3.52%(-13.47K) | $33.60(+27.56%) | 2026-06-30 | |
| SOR | SOURCE CAPITAL | 9.41% | 313.1K | $14.4M | +3.86%(+11.65K) | $44.11(+5.42%) | 2026-06-30 | |
| GRNY | TIDAL TRUST I | 9.17% | 507.4K | $14.0M | +5.77%(+27.68K) | $21.63(+29.52%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.54% | 11.3K | $8.5M | -0.28%(-32) | $590.54(+31.64%) | 2026-06-30 | |
| ITOT | ISHARES TR | 5.2% | 48.4K | $7.9M | -1.53%(-753) | $127.27(+33.25%) | 2026-06-30 | |
| GRNJ | TIDAL TRUST III | 4.31% | 209.5K | $6.6M | +14.16%(+25.99K) | $25.68(+20.68%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.28% | 22.6K | $6.5M | -1.45%(-333) | $232.59(+31.85%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.88% | 8.1K | $5.9M | -1.12%(-91) | $502.53(+43.44%) | 2026-06-30 | |
| SYLD | CAMBRIA ETF TR | 3.73% | 72.2K | $5.7M | -0.72%(-523) | $70.43(+21.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.98% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.63% |
DKM Wealth Management, Inc. reports $152.97M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are TBLD (13.8%), TCAF (9.9%) and SOR (9.4%). The top 20 holdings account for 87.8% of reported assets. Its disclosed equity book has returned +22.98% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track DKM Wealth Management, Inc., compare funds side by side, and get alerts the moment positions change.
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