DBK Financial Counsel, LLC
All 13F Filings
- Location
- Cuyahoga Falls, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 132,074
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 6/3/2026 | 59 | 132,074 | 13F-HR | DBK Financial Counsel, LLC |
| Q4 2025 | 1/26/2026 | 59 | 130,221 | 13F-HR | DBK Financial Counsel, LLC |
| Q3 2025 | 10/22/2025 | 59 | 118,942 | 13F-HR | DBK Financial Counsel, LLC |
| Q2 2025 | 7/22/2025 | 53 | 110,619 | 13F-HR | DBK Financial Counsel, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.059 K | 5.3% | 0 | 83.81 K | -83.81 K |
| ETFs | 120.2 K | 91.0% | 85.35 K | 0 | 85.35 K |
| Debt | 4.788 K | 3.6% | 323 | 0 | 323 |
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Fund Snapshot
Q1 2026
Latest filed
6/3/2026
Total value ($000)
132,074
Holdings
59
QoQ value change ($000)
1,853
(1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.