The Analysis of DKM Wealth Management, Inc.'s Holdings
Currently, DKM Wealth Management, Inc. holds 75 types of securities in its portfolio with a total value $134.1M. In the most recent quarter, they have increased their positions in N/A (+84.3K shares, valued at $2.2M), GRNY (+67.6K shares, valued at $1.7M), TCAF (+30.5K shares, valued at $1.2M); decreased their positions in TLT (-7.6K shares, valued at $661.7K), SYLD (-4.4K shares, valued at $309.1K), ITOT (-772 shares, valued at $114.8K); initiated new positions in N/A (+84.3K shares, valued at $2.2M), N/A (+14.5K shares, valued at $294.9K), ASA (+4.0K shares, valued at $238.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TBLD THORNBURG INCM BUILDER OPP T953.0K shares1.27%2025-12-312026-01-12
TCAF T ROWE PRICE ETF INC410.9K shares8.03%2025-12-312026-01-12 SOR SOURCE CAPITAL294.9K shares3.23%2025-12-312026-01-12 GRNY TIDAL TRUST I436.5K shares18.32%2025-12-312026-01-12 IVV ISHARES TR11.0K shares3.80%2025-12-312026-01-12 ITOT ISHARES TR48.6K shares-1.56%2025-12-312026-01-12 AAPL APPLE INC22.9K shares-0.36%2025-12-312026-01-12 SYLD CAMBRIA ETF TR72.5K shares-5.78%2025-12-312026-01-12 VTI VANGUARD INDEX FDS14.7K shares0.87%2025-12-312026-01-12 OAKM HARRIS OAKMARK ETF TRUST122.6K shares12.08%2025-12-312026-01-12 STBF TRUST FOR PROFESSIONAL MANAG124.0K shares29.19%2025-12-312026-01-12 NKX NUVEEN CALIFORNIA AMT QLT MU212.6K shares0.00%2025-12-312026-01-12 COPY RBB FUND TRUST198.9K shares22.11%2025-12-312026-01-12 TIDAL TRUST III TIDAL TRUST III84.3K sharesnew addition2025-12-312026-01-12 NAC NUVEEN CA QUALTY MUN INCOME142.4K shares0.00%2025-12-312026-01-12 TLT ISHARES TR15.0K shares-33.65%2025-12-312026-01-12 TSLA TESLA INC2.7K shares-0.47%2025-12-312026-01-12 ACWX ISHARES TR17.9K shares4.42%2025-12-312026-01-12 AMZN AMAZON COM INC5.1K shares-0.60%2025-12-312026-01-12 SPY SPDR S&P 500 ETF TR1.7K shares0.58%2025-12-312026-01-12 VEA VANGUARD TAX-MANAGED FDS16.9K shares-1.17%2025-12-312026-01-12 TMSL T ROWE PRICE ETF INC27.7K shares-1.78%2025-12-312026-01-12 NVDA NVIDIA CORPORATION4.6K shares1.51%2025-12-312026-01-12 LMT LOCKHEED MARTIN CORP1.6K shares0.25%2025-12-312026-01-12 IWM ISHARES TR3.2K shares-0.90%2025-12-312026-01-12 WFC WELLS FARGO CO NEW7.6K shares0.03%2025-12-312026-01-12 OEF ISHARES TR1.9K shares0.00%2025-12-312026-01-12 MSFT MICROSOFT CORP1.3K shares-0.77%2025-12-312026-01-12 JOET VIRTUS ETF TR II12.9K shares-10.26%2025-12-312026-01-12 IEF ISHARES TR4.8K shares-3.11%2025-12-312026-01-12 IJR ISHARES TR3.7K shares-2.61%2025-12-312026-01-12 META META PLATFORMS INC654 shares4.81%2025-12-312026-01-12 BTQ BTQ TECHNOLOGIES CORP82.1K shares11.94%2025-12-312026-01-12 SCHD SCHWAB STRATEGIC TR15.1K shares0.00%2025-12-312026-01-12 VWO VANGUARD INTL EQUITY INDEX F7.4K shares0.00%2025-12-312026-01-12 VNQ VANGUARD INDEX FDS4.3K shares-1.52%2025-12-312026-01-12 JOF JAPAN SMALLER CAPITALIZATION34.0K shares0.00%2025-12-312026-01-12 CAT CATERPILLAR INC585 shares0.00%2025-12-312026-01-12 GLD SPDR GOLD TR828 shares0.00%2025-12-312026-01-12 BIZD VANECK ETF TRUST22.4K shares0.00%2025-12-312026-01-12 KEYS KEYSIGHT TECHNOLOGIES INC1.5K shares-1.99%2025-12-312026-01-12 IEFA ISHARES TR3.3K shares0.00%2025-12-312026-01-12 TIDAL TRUST III TIDAL TRUST III14.5K sharesnew addition2025-12-312026-01-12 IREN IREN LIMITED7.2K shares18.21%2025-12-312026-01-12 MFIC MIDCAP FINANCIAL INVSTMNT CO23.5K shares0.00%2025-12-312026-01-12 TIP ISHARES TR2.4K shares0.00%2025-12-312026-01-12 RIO RIO TINTO PLC3.3K shares0.00%2025-12-312026-01-12 TOTL SSGA ACTIVE ETF TR6.1K shares0.00%2025-12-312026-01-12 RMT ROYCE MICRO-CAP TR INC23.0K shares0.00%2025-12-312026-01-12 ASA ASA GOLD AND PRECIOUS MTLS L4.0K sharesnew addition2025-12-312026-01-12 CIFR CIPHER MINING INC14.4K shares15.12%2025-12-312026-01-12 FPAG INVESTMENT MANAGERS SER TR I5.7K sharesnew addition2025-12-312026-01-12 A AGILENT TECHNOLOGIES INC1.5K sharesnew addition2025-12-312026-01-12 NCA NUVEEN CALIFORNIA MUNI VLU F18.0K shares0.00%2025-12-312026-01-12 DLY DOUBLELINE YIELD OPPORTUNITI10.6K sharesnew addition2025-12-312026-01-12 JOBY JOBY AVIATION INC11.3K shares0.00%2025-12-312026-01-12 WIW WESTERN AST INFL LKD OPP & I12.0K shares0.00%2025-12-312026-01-12 OPEN OPENDOOR TECHNOLOGIES INC17.2K shares30.11%2025-12-312026-01-12 TTI TETRA TECHNOLOGIES INC DEL10.5K shares-16.00%2025-12-312026-01-12 JQC NUVEEN CR STRATEGIES INCOME15.0K shares0.00%2025-12-312026-01-12 NVTS NAVITAS SEMICONDUCTOR CORP10.0K sharesnew addition2025-12-312026-01-12 ABSI ABSCI CORPORATION20.0K shares0.00%2025-12-312026-01-12 LAES SEALSQ CORP10.0K shares0.00%2025-12-312026-01-12 ABCL ABCELLERA BIOLOGICS INC10.0K shares0.00%2025-12-312026-01-12 ZVIA ZEVIA PBC13.0K shares0.00%2025-12-312026-01-12 DEFT DEFI TECHNOLOGIES INC27.7K sharesnew addition2025-12-312026-01-12 PACB PACIFIC BIOSCIENCES CALIF IN10.0K sharesnew addition2025-12-312026-01-12 NNDM NANO DIMENSION LTD10.0K sharesnew addition2025-12-312026-01-12 IAUX I-80 GOLD CORP10.0K shares0.00%2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available