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Portfolio (Quarterly) Guide ↗

DKM Wealth Management, Inc.

· CIK 0002055833
13F Portfolio $153M AUM 74 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 11 Added 22 Reduced 4 Exited
Page 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEA VANGUARD TAX-MANAGED FDS 16,971.0 $1.2M 0.79% $71.25 +1.6%
22 AMZN AMAZON COM INC Consumer Cyclical 4,668.0 $1.1M 0.73% -475.0 -9.2% $238.34 +8.9%
23 TSLA TESLA INC Consumer Cyclical 2,549.0 $1.1M 0.70% -213.0 -7.7% $420.63 -19.9%
24 LMT LOCKHEED MARTIN CORP Industrials 1,630.0 $830K 0.54% $509.48 +19.2%
25 NVDA NVIDIA CORPORATION Technology 4,102.0 $821K 0.54% -546.0 -11.8% $200.09 +9.8%
26 IWM ISHARES TR 2,319.0 $697K 0.46% -15.0 -0.6% $300.45 -0.1%
27 OEF ISHARES TR 1,827.0 $669K 0.44% $365.92 +3.5%
28 CAT CATERPILLAR INC Industrials 576.0 $613K 0.40% -9.0 -1.5% $1064.30 -21.0%
29 VOO VANGUARD INDEX FDS 881.0 $605K 0.40% $686.81 +2.7%
30 WFC WELLS FARGO & CO Financial Services 7,293.0 $603K 0.39% -376.0 -4.9% $82.64 +5.8%
31 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,478.0 $517K 0.34% $350.07 -2.6%
32 IJR ISHARES TR 3,352.0 $497K 0.33% -63.0 -1.8% $148.31 -0.4%
33 SCHD SCHWAB STRATEGIC TR 15,060.0 $478K 0.31% $31.71 +8.8%
34 BTQ BTQ TECHNOLOGIES CORP Technology 85,099.0 $459K 0.30% +1K +1.7% $5.39 -31.4%
35 GRNI TIDAL TRUST III 21,500.0 $454K 0.30% -4K -16.0% $21.10 -0.4%
36 MSFT MICROSOFT CORP Technology 1,203.0 $449K 0.29% -109.0 -8.3% $372.94 +29.1%
37 IEF ISHARES TR 4,702.0 $445K 0.29% $94.57 -1.7%
38 VWO VANGUARD INTL EQUITY INDEX F 7,446.0 $444K 0.29% $59.69 -0.1%
39 FPAG INVESTMENT MANAGERS SER TR I 10,794.0 $433K 0.28% +1K +13.0% $40.14 +4.6%
40 JOF JAPAN SMALLER CAPITALIZATION Financial Services 34,001.0 $401K 0.26% $11.78 +5.3%
Page 2 of 4  ·  74 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 71.8%
Technology 18.2%
Consumer Cyclical 4.4%
Industrials 3.1%
Healthcare 0.7%
Communication Services 0.7%
Basic Materials 0.6%
Real Estate 0.2%
Energy 0.2%