StockDriftsStockDriftsTop 50 Dkm Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TBLD | THORNBURG INCM BUILDER OPP T | 14.71% | 964.6K | $20.4M | +1.22%(+11.58K) | $17.13(+27.91%) | 2026-03-31 | |
| SOR | SOURCE CAPITAL | 10.07% | 301.4K | $14.0M | +2.23%(+6.59K) | $44.06(+5.62%) | 2026-03-31 | |
| TCAF | T ROWE PRICE ETF INC | 9.83% | 383.0K | $13.6M | -6.81%(-27.97K) | $33.62(+17.86%) | 2026-03-31 | |
| GRNY | TIDAL TRUST I | 8.26% | 479.8K | $11.5M | +9.91%(+43.27K) | $21.66(+23.50%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.34% | 11.3K | $7.4M | +2.76%(+305) | $591.14(+22.98%) | 2026-03-31 | |
| ITOT | ISHARES TR | 5.05% | 49.1K | $7.0M | +1.19%(+578) | $127.37(+24.44%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.2% | 23.0K | $5.8M | +0.29%(+66) | $240.92(+17.96%) | 2026-03-31 | |
| SYLD | CAMBRIA ETF TR | 3.95% | 72.7K | $5.5M | +0.38%(+275) | $70.43(+12.36%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.39% | 8.2K | $4.7M | +0.23%(+19) | $503.87(+35.28%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.39% | 14.7K | $4.7M | +0.00%(+0) | $286.88(+24.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.02% | +15.84% |
| Top 20 Holdings Unweighted | +3.95% | +12.33% |
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