The Analysis of DKM Wealth Management, Inc.'s Holdings
Currently, DKM Wealth Management, Inc. holds 65 types of securities in its portfolio with a total value $124.6M. In the most recent quarter, they have increased their positions in GRNY (+61.0K shares, valued at $1.5M), COPY (+102.4K shares, valued at $1.3M), BTQ (+73.3K shares, valued at $507.3K); decreased their positions in SYLD (-47.9K shares, valued at $3.3M), TLT (-15.3K shares, valued at $1.4M), TCAF (-7.5K shares, valued at $281.4K); initiated new positions in BTQ (+73.3K shares, valued at $507.3K), BMNR (+9.2K shares, valued at $475.3K), META (+624 shares, valued at $458.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TBLD THORNBURG INCM BUILDER OPP T941.1K shares-1.48%2025-09-302025-10-10
TCAF T ROWE PRICE ETF INC380.4K shares-1.92%2025-09-302025-10-10 SOR SOURCE CAPITAL285.6K shares1.49%2025-09-302025-10-10 GRNY TIDAL TRUST I368.9K shares19.82%2025-09-302025-10-10 ITOT ISHARES TR49.3K shares-1.62%2025-09-302025-10-10 IVV ISHARES TR10.6K shares3.64%2025-09-302025-10-10 AAPL APPLE INC23.0K shares7.83%2025-09-302025-10-10 SYLD CAMBRIA ETF TR76.9K shares-38.40%2025-09-302025-10-10 VTI VANGUARD INDEX FDS14.5K shares0.00%2025-09-302025-10-10 QQQ INVESCO QQQ TR7.9K shares0.94%2025-09-302025-10-10 OAKM HARRIS OAKMARK ETF TRUST109.3K shares5.42%2025-09-302025-10-10 NKX NUVEEN CALIFORNIA AMT QLT MU212.6K shares0.00%2025-09-302025-10-10 STBF TRUST FOR PROFESSIONAL MANAG96.0K shares14.03%2025-09-302025-10-10 TLT ISHARES TR22.6K shares-40.40%2025-09-302025-10-10 COPY RBB FUND TRUST162.9K shares169.28%2025-09-302025-10-10 NAC NUVEEN CA QUALTY MUN INCOME142.4K shares0.00%2025-09-302025-10-10 TSLA TESLA INC2.8K shares54.69%2025-09-302025-10-10 SPY SPDR S&P 500 ETF TR1.7K shares0.00%2025-09-302025-10-10 AMZN AMAZON COM INC5.2K shares0.49%2025-09-302025-10-10 ACWX ISHARES TR17.2K shares6.34%2025-09-302025-10-10 VEA VANGUARD TAX-MANAGED FDS17.1K shares-0.83%2025-09-302025-10-10 TMSL T ROWE PRICE ETF INC28.2K shares25.10%2025-09-302025-10-10 NVDA NVIDIA CORPORATION4.6K shares-0.13%2025-09-302025-10-10 LMT LOCKHEED MARTIN CORP1.6K shares0.00%2025-09-302025-10-10 IWM ISHARES TR3.2K shares-21.04%2025-09-302025-10-10 MSFT MICROSOFT CORP1.3K shares2.35%2025-09-302025-10-10 OEF ISHARES TR1.9K shares-8.46%2025-09-302025-10-10 WFC WELLS FARGO CO NEW7.6K shares0.29%2025-09-302025-10-10 JOET VIRTUS ETF TR II14.4K shares-3.30%2025-09-302025-10-10 VOO VANGUARD INDEX FDS881 shares0.00%2025-09-302025-10-10 BTQ BTQ TECHNOLOGIES CORP73.3K sharesnew addition2025-09-302025-10-10 IEF ISHARES TR5.0K shares0.00%2025-09-302025-10-10 BMNR BITMINE IMMERSION TECNOLOGIE9.2K sharesnew addition2025-09-302025-10-10 META META PLATFORMS INC624 sharesnew addition2025-09-302025-10-10 IJR ISHARES TR3.8K shares-1.03%2025-09-302025-10-10 SCHD SCHWAB STRATEGIC TR15.1K shares0.00%2025-09-302025-10-10 VWO VANGUARD INTL EQUITY INDEX F7.4K shares-0.41%2025-09-302025-10-10 VNQ VANGUARD INDEX FDS4.3K shares-18.74%2025-09-302025-10-10 JOF JAPAN SMALLER CAPITALIZATION34.0K shares0.00%2025-09-302025-10-10 BIZD VANECK ETF TRUST22.4K shares0.00%2025-09-302025-10-10 GLD SPDR GOLD TR828 shares0.00%2025-09-302025-10-10 IEFA ISHARES TR3.3K shares0.00%2025-09-302025-10-10 IREN IREN LIMITED6.1K sharesnew addition2025-09-302025-10-10 MFIC MIDCAP FINANCIAL INVSTMNT CO23.5K shares0.00%2025-09-302025-10-10 CAT CATERPILLAR INC585 shares0.00%2025-09-302025-10-10 BRK.B BERKSHIRE HATHAWAY INC DEL545 shares10.10%2025-09-302025-10-10 TIP ISHARES TR2.4K shares0.00%2025-09-302025-10-10 KEYS KEYSIGHT TECHNOLOGIES INC1.5K shares4.14%2025-09-302025-10-10 TOTL SSGA ACTIVE ETF TR6.1K shares0.00%2025-09-302025-10-10 RMT ROYCE MICRO-CAP TR INC23.0K shares0.00%2025-09-302025-10-10 IBIT ISHARES BITCOIN TRUST ETF3.5K shares-5.75%2025-09-302025-10-10 RIO RIO TINTO PLC3.3K sharesnew addition2025-09-302025-10-10 JOBY JOBY AVIATION INC11.3K sharesnew addition2025-09-302025-10-10 NCA NUVEEN CALIFORNIA MUNI VLU F18.0K shares0.00%2025-09-302025-10-10 CIFR CIPHER MINING INC12.5K sharesnew addition2025-09-302025-10-10 WIW WESTERN AST INFL LKD OPP & I12.0K shares0.00%2025-09-302025-10-10 OPEN OPENDOOR TECHNOLOGIES INC13.3K sharesnew addition2025-09-302025-10-10 JQC NUVEEN CR STRATEGIES INCOME15.0K shares0.00%2025-09-302025-10-10 TTI TETRA TECHNOLOGIES INC DEL12.5K shares0.00%2025-09-302025-10-10 ABSI ABSCI CORPORATION20.0K shares0.00%2025-09-302025-10-10 ACB AURORA CANNABIS INC10.0K shares0.00%2025-09-302025-10-10 ABCL ABCELLERA BIOLOGICS INC10.0K shares0.00%2025-09-302025-10-10 LAES SEALSQ CORP10.0K sharesnew addition2025-09-302025-10-10 ZVIA ZEVIA PBC13.0K shares0.00%2025-09-302025-10-10 IAUX I-80 GOLD CORP10.0K shares0.00%2025-09-302025-10-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available