DKM Wealth Management, Inc.
All 13F Filings
- Location
- Stockton, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 157,904
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 76 | 157,904 | 13F-HR | DKM Wealth Management, Inc. |
| Q2 2026 | 7/30/2026 | 74 | 152,973 | 13F-HR | DKM Wealth Management, Inc. |
| Q1 2026 | 4/10/2026 | 77 | 138,715 | 13F-HR | DKM Wealth Management, Inc. |
| Q4 2025 | 1/12/2026 | 75 | 134,057 | 13F-HR | DKM Wealth Management, Inc. |
| Q3 2025 | 10/10/2025 | 65 | 124,582 | 13F-HR | DKM Wealth Management, Inc. |
| Q2 2025 | 7/15/2025 | 57 | 115,959 | 13F-HR | DKM Wealth Management, Inc. |
| Q1 2025 | 7/15/2025 | 2 | 11,453 | 13F-HR/A - NEW HOLDINGS | DKM Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 77.94 K | 49.4% | 750 | 0 | 750 |
| ETFs | 79.97 K | 50.6% | 4.173 K | 0 | 4.173 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
157,904
Holdings
76
QoQ value change ($000)
4,931
(3.2%)
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.