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Home > Institutional Investor > Dkm Wealth Management, Inc. > Profile

Instuitional Investor - Dkm Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Dkm Wealth Management, Inc.
Portfolio Value $138,714,840
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Thornburg Income Builder Opportunities Trust
 TBLD 964,573 $20,395,989 14.7%
2.
Source Capital
 SOR 301,449 $13,963,110 10.07%
3.
T Rowe Price Etf Inc
 382,975 $13,630,081 9.83%
4.
Tidal Trust I
 479,752 $11,451,681 8.26%
5.
Ishares Trust
 IEF 11,341 $7,407,950 5.34%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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