DBK Financial Counsel, LLC - Portfolio overview

DBK Financial Counsel, LLC has 59 reported holdings in this dataset, with the latest filing dated 2026-01-26.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. BILS - SPDR SERIES TRUST, 11.64%
2. VEA - VANGUARD TAX-MANAGED FDS, 7.57%
3. SPY - SPDR S&P 500 ETF TR, 6.25%

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

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