DHK Financial Advisors, Inc. - Portfolio overview

DHK Financial Advisors, Inc. has 87 reported holdings in this dataset, with the latest filing dated 2025-08-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 19.96%
2. BRKA - BERKSHIRE HATHAWAY INC DEL, 10.48%
3. VT - VANGUARD INTL EQUITY INDEX F, 9.04%

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

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