DGS Capital Management, LLC - Portfolio overview

DGS Capital Management, LLC has 647 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SUB - ISHARES SHORT-TERM NATIONAL MUNI BOND ETF, 5.73%
2. COIN - COINBASE GLOBAL INC COM CL A, 5.70%
3. AAPL - APPLE INC COM, 3.15%

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

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