Long-term investor

Dbk Financial Counsel, LLC @dbkfinancialcounselllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001904822).

Record

  • Tracked since 2025-12-31 (249 days), 36 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.8% · 6 months n/a · 1 year n/a · all +10.3%
  • Max drawdown n/a · win rate 43% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78468R523 · 11.0% · long · since 2025-12-31
  • 78462F103 · 7.4% · long · since 2025-12-31
  • 921943858 · 6.5% · long · since 2025-12-31
  • QQQ · 6.4% · long · since 2025-12-31
  • 25434V401 · 5.3% · long · since 2025-12-31
  • 25434V500 · 4.3% · long · since 2025-12-31
  • 25434V666 · 4.2% · long · since 2025-12-31
  • 25434V203 · 3.9% · long · since 2025-12-31
  • 025072877 · 3.6% · long · since 2025-12-31
  • 464287804 · 3.2% · long · since 2025-12-31
  • 922908363 · 3.1% · long · since 2025-12-31
  • 921937827 · 2.7% · long · since 2025-12-31

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