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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 $152,973,399
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Thornburg Income Builder Opportunities Trust
 TBLD 957,773 $21,138,048 13.82%
2.
T Rowe Price Exchange-Traded
 369,501 $15,186,492 9.93%
3.
Source Capital
 SOR 313,096 $14,393,004 9.41%
4.
Tidal Trust I - FUND GRAN US ETF
 507,436 $14,030,606 9.17%
5.
Ishares Trust
 IEF 11,309 $8,469,077 5.54%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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