SEC 13F Intelligence

Managers / Q3 2025 · view latest →

DKM Wealth Management, Inc.

CIK 0002055833 · 10100 TRINITY PARKWAY, SUITE 450, STOCKTON, CA, 95219 · 209-800-5855

Reported Value
$125M
Q3 2025
Positions
65
Filings on Record
7
2019–present window
Filed
Oct 10, 2025
original filing

Summary

Dkm Wealth Management, Inc. reported $125M in U.S.-listed holdings across 65 positions for Q3 2025.

Its largest position, TBLD, represents 15.0% of the portfolio.

Compared with Q2 2025, the fund opened 9 new positions and exited 2.

Portfolio Metrics

Turnover
+10.1%
vs prior filed quarter
Top-10 Concentration
+72.3%
share of reported value
Largest Position
+15.0%
Thornburg Incm Builder Opp T
New / Exited
9 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $105MQ4 ’24Q1 ’25: $92MQ1 ’25Q2 ’25: $127MQ2 ’25Q3 ’25: $125MQ3 ’25Q4 ’25: $134MQ4 ’25Q1 ’26: $139MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 58.4%Closed-End Fund: 29.6%Common Stock: 11.5%Other: 0.4%ADR: 0.2%
  • ETP · 58.4% · $73M
  • Closed-End Fund · 29.6% · $37M
  • Common Stock · 11.5% · $14M
  • Other · 0.4% · $507,088
  • ADR · 0.2% · $214,533

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BTQBTQ TECHNOLOGIES CORPNEW+73.3K73.3K+$507,257$507,257
BMNRBITMINE IMMERSION TECNOLOGIENEW+9.2K9.2K+$475,264$475,264
METAMETA PLATFORMS INCNEW+624624+$458,276$458,276
IREN LIMITEDNEW+6.1K6.1K+$287,306$287,306
RIORIO TINTO PLCNEW+3.3K3.3K+$214,533$214,533
JOBY AVIATION INCNEW+11.3K11.3K+$182,382$182,382
CIFRCIPHER MINING INCNEW+12.5K12.5K+$157,061$157,061
OPENOPENDOOR TECHNOLOGIES INCNEW+13.3K13.3K+$105,603$105,603

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

38 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE S&P TTL STK · CORE S&P500 ETF · 20 YR TR BD ETF · MSCI ACWI EX US · RUSSELL 2000 ETF · S&P 100 ETF · 7-10 YR TRSY BD · CORE S&P SCP ETF · CORE MSCI EAFE · TIPS BD ETF16.34%$20M119.4K
2TBLDTHORNBURG INCM BUILDER OPP Thistory →COM15.02%$19M941.1K
3T ROWE PRICE ETF INCCAP APPRECIATION · SMALL MID CAP12.31%$15M408.6K
4XSORXSOURCE CAPITALhistory →COM SHS OF BEN I10.32%$13M285.6K
5TIDAL TRUST IFUNDSTRAT GRANNY7.40%$9M368.9K
6AAPLAPPLE INChistory →COM4.69%$6M23.0K
7VANGUARD INDEX FDSTOTAL STK MKT · S&P 500 ETF SHS · REAL ESTATE ETF4.58%$6M19.8K
8CAMBRIA ETF TRSHSHLD YIELD ETF4.24%$5M76.9K
9NDQINVESCO QQQ TRhistory →UNIT SER 13.82%$5M7.9K
10HARRIS OAKMARK ETF TRUSTOAKMARK U S LRG2.35%$3M109.3K
11XNCMXNUVEEN CALIFORNIA AMT QLT MUhistory →COM2.16%$3M212.6K
12TRUST FOR PROFESSIONAL MANAGPERFORMANCE TR S1.96%$2M96.0K
13RBB FUND TRUSTTWEEDY BROWNE1.61%$2M162.9K
14NUVEEN CA QUALTY MUN INCOMECOM1.31%$2M142.4K
15TSLATESLA INCCOM0.98%$1M2.8K
16SPDR S&P 500 ETF TRTR UNIT0.91%$1M1.7K
17AMZNAMAZON COM INCCOM0.91%$1M5.2K
18VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.82%$1M17.1K
19NVDANVIDIA CORPORATIONCOM0.68%$851,5274.6K
20LMTLOCKHEED MARTIN CORPCOM0.65%$811,7541.6K
21MSFTMICROSOFT CORPCOM0.54%$675,2381.3K
22WFCWELLS FARGO CO NEWCOM0.51%$638,3657.6K
23VIRTUS ETF TR IIVIRTUS US QLTY0.50%$619,34414.4K
24BTQBTQ TECHNOLOGIES CORPCOM0.41%$507,25773.3K
25BMNRBITMINE IMMERSION TECNOLOGIECOM NEW0.38%$475,2649.2K
26METAMETA PLATFORMS INCCL A0.37%$458,276624
27SCHWAB STRATEGIC TRUS DIVIDEND EQ0.33%$411,13815.1K
28VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF0.32%$403,4257.4K
29JOFJAPAN SMALLER CAPITALIZATIONCOM0.29%$358,37534.0K
30VANECK ETF TRUSTBDC INCOME ETF0.27%$334,65622.4K
31GQ9SPDR GOLD TRGOLD SHS0.24%$294,330828
32IREN LIMITEDORDINARY SHARES0.23%$287,3066.1K
33MFICMIDCAP FINANCIAL INVSTMNT COCOM NEW0.23%$281,76523.5K
34CATCATERPILLAR INCCOM0.22%$278,978585
35BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.22%$274,084545
36KEYSKEYSIGHT TECHNOLOGIES INCCOM0.21%$263,7801.5K
37SSGA ACTIVE ETF TRSPDR TR TACTIC0.20%$246,5046.1K
38RMTROYCE MICRO-CAP TR INCCOM0.19%$238,98723.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$139M77Apr 10, 202613F-HRchanges · EDGAR ↗
Q4 2025$134M75Jan 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$125M65Oct 10, 202513F-HRchanges · EDGAR ↗
Q2 2025REVEALED$127M59Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$92M49Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$105M52Feb 12, 202513F-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 ↗.