CIK 2055833
DKM Wealth Management, Inc.
Institutional 13F holdings & portfolio
Holdings
75
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 75
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TBLD | THORNBURG INCM BUILDER OPP T | 953K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 411K | $1M+ | SH |
| SOR | SOURCE CAPITAL | 295K | $1M+ | SH |
| GRNY | TIDAL TRUST I | 436K | $1M+ | SH |
| IVV | ISHARES TR | 11K | $1M+ | SH |
| ITOT | ISHARES TR | 49K | $1M+ | SH |
| AAPL | APPLE INC | 23K | $1M+ | SH |
| SYLD | CAMBRIA ETF TR | 72K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 8K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| OAKM | HARRIS OAKMARK ETF TRUST | 123K | $1M+ | SH |
| STBF | TRUST FOR PROFESSIONAL MANAG | 124K | $1M+ | SH |
| NKX | NUVEEN CALIFORNIA AMT QLT MU | 213K | $1M+ | SH |
| COPY | RBB FUND TRUST | 199K | $1M+ | SH |
| GRNJ | TIDAL TRUST III | 84K | $1M+ | SH |
| NAC | NUVEEN CA QUALTY MUN INCOME | 142K | $1M+ | SH |
| TLT | ISHARES TR | 15K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| ACWX | ISHARES TR | 18K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 17K | $1M+ | SH |
| TMSL | T ROWE PRICE ETF INC | 28K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 5K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 8K | $500K+ | SH |
| OEF | ISHARES TR | 2K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 1K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 881 | $500K+ | SH |
| JOET | VIRTUS ETF TR II | 13K | $500K+ | SH |
| IEF | ISHARES TR | 5K | $100K–$500K | SH |
| IJR | ISHARES TR | 4K | $100K–$500K | SH |
| META | META PLATFORMS INC | 654 | $100K–$500K | SH |
| BTQ | BTQ TECHNOLOGIES CORP | 82K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 7K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 4K | $100K–$500K | SH |
| JOF | JAPAN SMALLER CAPITALIZATION | 34K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 585 | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 828 | $100K–$500K | SH |
| BMNR | BITMINE IMMERSION TECNOLOGIE | 12K | $100K–$500K | SH |
| BIZD | VANECK ETF TRUST | 22K | $100K–$500K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| IEFA | ISHARES TR | 3K | $100K–$500K | SH |
| GRNI | TIDAL TRUST III | 15K | $100K–$500K | SH |
| IREN | IREN LIMITED | 7K | $100K–$500K | SH |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | 24K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 530 | $100K–$500K | SH |
| TIP | ISHARES TR | 2K | $100K–$500K | SH |