Long-term investor
Dkm Wealth Management, Inc. @dkmwealthmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055833).
Record
- Tracked since 2025-12-31 (261 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.0%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TBLD · 13.8% · long · since 2025-12-31
- TKNZ · 9.9% · long · since 2025-12-31
- SOR · 9.4% · long · since 2025-12-31
- GRNY · 9.2% · long · since 2025-12-31
- IVV · 5.5% · long · since 2025-12-31
- ITOT · 5.2% · long · since 2025-12-31
- GRNJ · 4.3% · long · since 2025-12-31
- AAPL · 4.3% · long · since 2025-12-31
- 46090E103 · 3.9% · long · since 2025-12-31
- SYLD · 3.7% · long · since 2025-12-31
- VTI · 3.5% · long · since 2025-12-31
- STBF · 3.4% · long · since 2025-12-31