DKM Wealth Management, Inc.

Q2 2025 13F-HR Holdings

Location
Stockton, CA
Holdings as of
6/30/2025
Date filed
7/15/2025
Form type
13F-HR
Num holdings
57
Total value ($000)
$115,959
Net value change ($000)
+104,506 (912.5%)
New positions
56
Sold out positions
0
Turnover %
89.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 10/10/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TBLD 18,740 NEW
TCAF 13,684 NEW
SYLD 8,119 NEW
GRNY 6,983 NEW
ITOT 6,773 NEW
IVV 6,370 NEW
VTI 4,420 NEW
AAPL 4,370 NEW
QQQ 4,336 NEW
TLT 3,341 NEW
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type