StockDriftsStockDriftsTop 50 DMKC Advisory Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | 8.51% | 570.0K | $45.0M | new | $79.03(-0.62%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 7.69% | 817.8K | $40.7M | +13667.78%(+811.87K) | $49.76(-0.17%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 6.86% | 229.9K | $36.3M | +13961.22%(+228.27K) | $151.08(+10.24%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.51% | 145.8K | $34.5M | +545.72%(+123.18K) | $219.99(+12.10%) | 2026-06-30 | |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 5.9% | 951.6K | $31.2M | +1271.18%(+882.20K) | $31.04(+9.12%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.68% | 610.4K | $30.1M | +1272.75%(+565.97K) | $44.92(+14.23%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.79% | 356.4K | $25.4M | +411.16%(+286.64K) | $64.08(+13.89%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.21% | 46.0K | $17.0M | +280.48%(+33.91K) | $327.41(+16.68%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.81% | 468.8K | $14.9M | +32.27%(+114.38K) | $28.53(+20.17%) | 2026-06-30 | |
| VHT | VANGUARD WORLD FD | 2.33% | 41.3K | $12.3M | +15.91%(+5.67K) | $269.42(+18.19%) | 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 | — | — | — | — | +27.50% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.06% |
DMKC Advisory Services, LLC reports $529.63M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are VCSH (8.5%), VUSB (7.7%) and VYM (6.9%). The top 20 holdings account for 70.32% of reported assets. Its disclosed equity book has returned +27.50% 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.
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Holdings on this page are parsed from DMKC Advisory Services, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1901337). View DMKC Advisory Services, LLC’s 13F filings on SEC