SEC 13F Intelligence

Managers / Q4 2022 · view latest →

DGS Capital Management, LLC

CIK 0001900110 · 101 HUDSON STREET, 21ST FLOOR, JERSEY CITY, NJ, 07302 · 6469924370

Reported Value
$152.9B
Q4 2022
Positions
219
Filings on Record
18
2019–present window
Filed
Feb 21, 2023
original filing

Summary

Dgs Capital Management, Llc reported $152.9B in U.S.-listed holdings across 219 positions for Q4 2022.

Its largest position, Ishares Short Term National Muni Bond Etf, represents 13.4% of the portfolio.

Compared with Q2 2022, the fund opened 56 new positions and exited 31.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $161MQ4 ’21Q1 ’22: $163MQ2 ’22: $124MQ2 ’22Q4 ’22: $152.9BQ2 ’23: $180MQ2 ’23Q4 ’23: $260MQ1 ’24: $352MQ1 ’24Q4 ’24: $399MQ4 ’25: $585MQ4 ’25Q1 ’26: $609Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 53.3%ETP: 24.5%ADR: 15.4%Other: 6.4%Royalty Trst: 0.2%Other: 0.1%
  • Common Stock · 53.3% · $81.6B
  • ETP · 24.5% · $37.5B
  • ADR · 15.4% · $23.5B
  • Other · 6.4% · $9.8B
  • Royalty Trst · 0.2% · $302M
  • Other · 0.1% · $211M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$609M630Apr 28, 202613F-HRchanges · EDGAR ↗
Q4 2025$585M542Feb 24, 202613F-HRchanges · EDGAR ↗
Q4 2024$399M306Jan 21, 202513F-HRchanges · EDGAR ↗
Q1 2024$352M296Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$260M250Jan 30, 202413F-HRchanges · EDGAR ↗
Q2 2023$180M223Jun 16, 202313F-HRchanges · EDGAR ↗
Q4 2022$152.9B219Feb 21, 202313F-HRchanges · EDGAR ↗
Q2 2022$124M194Jul 28, 202213F-HRchanges · EDGAR ↗
Q1 2022$163M202May 5, 202213F-HRchanges · EDGAR ↗
Q4 2021$161M182Jan 28, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.