DKM Wealth Management, Inc. - Portfolio overview

DKM Wealth Management, Inc. has 79 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Basic Materials.

Largest reported holdings by portfolio allocation

1. TBLD - THORNBURG INCM BUILDER OPP T, 14.62%
2. SOR - SOURCE CAPITAL, 10.01%
3. TCAF - T ROWE PRICE ETF INC, 9.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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