DKM Wealth Management, Inc. holds a focused book of 74 stocks worth $153.0M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Kopin Corp and trimmed Thornburg Income Builder Opp. Their largest long position is Thornburg Income Builder Opp at 14% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2055833/holdings"
Use Arkolith to show DKM Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as DKM Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 77 / 74 | $115.1B |
| OSAIC HOLDINGS, INC. | 77 / 74 | $14.5B |
| LPL Financial LLC | 75 / 74 | $71.9B |
| MORGAN STANLEY | 74 / 74 | $416.3B |
| UBS Group AG | 74 / 74 | $104.0B |
| WELLS FARGO & COMPANY/MN | 73 / 74 | $124.5B |
| RAYMOND JAMES FINANCIAL INC | 70 / 74 | $74.8B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 70 / 74 | $23.8B |
Ranked by how many of DKM Wealth Management, Inc.'s top 74 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Thornburg Incm Builder Opp T COM | $21.1M | 957.8K | 13.8% | ▼−0.7% Reduced · −7K sh | |
| 2 | T Rowe Price Exchange-Traded CAP APPRECIATION | $15.2M | 369.5K | 9.9% | ▼−3.5% Reduced · −13K sh | |
| 3 | Source Capital COM SHS OF BEN I | $14.4M | 313.1K | 9.4% | ▲+3.9% Added · +12K sh | |
| 4 | Tidal Trust I FUND GRAN US ETF | $14.0M | 507.4K | 9.2% | ▲+5.8% Added · +28K sh | |
| 5 | Ishares TR CORE S&P500 ETF | $8.5M | 11.3K | 5.5% | ▼−0.3% Reduced · −32 sh | |
| 6 | Ishares TR CORE S&P TTL STK | $7.9M | 48.4K | 5.2% | ▼−1.5% Reduced · −753 sh | |
| 7 | Tidal Trust III FUND GRA MID ETF | $6.6M | 209.5K | 4.3% | ▲+14% Added · +26K sh | |
| 8 | Apple Inc COM | $6.5M | 22.6K | 4.3% | ▼−1.4% Reduced · −333 sh | |
| 9 | Invesco QQQ TR UNIT SER 1 | $5.9M | 8.1K | 3.9% | ▼−1.1% Reduced · −91 sh | |
| 10 | Cambria ETF TR SHSHLD YIELD ETF | $5.7M | 72.2K | 3.7% | ▼−0.7% Reduced · −523 sh | |
| 11 | Vanguard Index FDS TOTAL STK MKT | $5.4M | 14.7K | 3.5% | ▲~0% Added · +6 sh | |
| 12 | Trust For Professional Manag PERFO TR BD ETF | $5.2M | 206.7K | 3.4% | ▲+13% Added · +24K sh | |
| 13 | RBB Fund Trust TWEEDY BROWNE | $3.2M | 218.0K | 2.1% | ▼−1.0% Reduced · −2K sh | |
| 14 | Harris Oakmark ETF Trust OAKMARK U S LRG | $2.9M | 103.8K | 1.9% | ▼−17% Reduced · −22K sh | |
| 15 | Nuveen Calif Amt Free Muni I COM | $2.7M | 212.6K | 1.7% | —Held | |
| 16 | Ishares TR 20 YR TR BD ETF | $2.4M | 27.7K | 1.6% | ▼−9.0% Reduced · −3K sh | |
| 17 | Ishares TR MSCI ACWI EX US | $1.9M | 25.0K | 1.2% | ▲+0.6% Added · +155 sh | |
| 18 | Nuveen Ca Divi Adv Mun COM | $1.7M | 142.4K | 1.1% | —Held | |
| 19 | T Rowe Price Exchange-Traded SMALL MID CAP | $1.5M | 35.0K | 1.0% | ▲+1.3% Added · +441 sh | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $1.3M | 1.7K | 0.9% | ▲+0.2% Added · +3 sh | |
| 21 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.2M | 17.0K | 0.8% | ▲+0.3% Added · +60 sh | |
| 22 | Amazon Com Inc COM | $1.1M | 4.7K | 0.7% | ▼−9.2% Reduced · −475 sh | |
| 23 | Tesla Inc COM | $1.1M | 2.5K | 0.7% | ▼−7.7% Reduced · −213 sh | |
| 24 | Lockheed Martin Corp COM | $830K | 1.6K | 0.5% | —Held | |
| 25 | Nvidia Corporation COM | $821K | 4.1K | 0.5% | ▼−12% Reduced · −546 sh | |
| 26 | Ishares TR RUSSELL 2000 ETF | $697K | 2.3K | 0.5% | ▼−0.6% Reduced · −15 sh | |
| 27 | Ishares TR S&P 100 ETF | $669K | 1.8K | 0.4% | —Held | |
| 28 | Caterpillar Inc COM | $613K | 576 | 0.4% | ▼−1.5% Reduced · −9 sh | |
| 29 | Vanguard Index FDS S&P 500 ETF SHS | $605K | 881 | 0.4% | —Held | |
| 30 | Wells Fargo & Co COM | $603K | 7.3K | 0.4% | ▼−4.9% Reduced · −376 sh | |
| 31 | Keysight Technologies Inc COM | $517K | 1.5K | 0.3% | —Held | |
| 32 | Ishares TR CORE S&P SCP ETF | $497K | 3.4K | 0.3% | ▼−1.8% Reduced · −63 sh | |
| 33 | Schwab Strategic TR US DIVIDEND EQ | $478K | 15.1K | 0.3% | —Held | |
| 34 | BTQ Technologies Corp COM | $459K | 85.1K | 0.3% | ▲+1.7% Added · +1K sh | |
| 35 | Tidal Trust III FUND GR LARG ETF | $454K | 21.5K | 0.3% | ▼−16% Reduced · −4K sh | |
| 36 | Microsoft Corp COM | $449K | 1.2K | 0.3% | ▼−8.3% Reduced · −109 sh | |
| 37 | Ishares TR 7-10 YR TRSY BD | $445K | 4.7K | 0.3% | —Held | |
| 38 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $444K | 7.4K | 0.3% | —Held | |
| 39 | Investment Managers Ser TR I FPA GBL EQTY ETF | $433K | 10.8K | 0.3% | ▲+13% Added · +1K sh | |
| 40 | Japan Smaller Capitalization COM | $401K | 34.0K | 0.3% | —Held | |
| 41 | Virtus ETF TR II VIRTUS US QLTY | $351K | 7.6K | 0.2% | ▼−2.3% Reduced · −177 sh | |
| 42 | Meta Platforms Inc CL A | $349K | 619 | 0.2% | ▼−5.3% Reduced · −35 sh | |
| 43 | Royce Micro-Cap TR Inc COM | $337K | 23.0K | 0.2% | —Held | |
| 44 | Iren Limited ORDINARY SHARES | $334K | 7.3K | 0.2% | —Held | |
| 45 | Cipher Digital Inc COM | $328K | 13.4K | 0.2% | ▼−0.7% Reduced · −100 sh | |
| 46 | Ishares TR CORE MSCI EAFE | $321K | 3.3K | 0.2% | —Held | |
| 47 | Rio Tinto PLC SPONSORED ADR | $309K | 3.3K | 0.2% | —Held | |
| 48 | SPDR Gold TR GOLD SHS | $305K | 828 | 0.2% | —Held | |
| 49 | Vanguard Index FDS REAL ESTATE ETF | $291K | 3.0K | 0.2% | —Held | |
| 50 | Berkshire Hathaway Inc Del CL B NEW | $265K | 530 | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 74 | $153.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 77 | $138.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 75 | $134.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 65 | $124.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 57 | $116.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Jul 15, 2025 | 51 | $103.1M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 52 | $105.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.