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DKM Wealth Management, Inc.
DKM Wealth Management, Inc. is an SEC-registered investment adviser headquartered in Stockton, California. Founded in October 2021, the firm manages over $216 million in assets and employs approximately 2-3 professionals. DKM serves a range of clients including high-net-worth individuals, individuals, pension and profit sharing plans, and some corporate accounts. The firm is committed to providing fee-based, fiduciary financial advice, and does not take commissions on recommended products.
Investment Strategy
DKM Wealth Management, Inc. adopts a client-centric investment strategy focused on personalized portfolio management. Their approach emphasizes asset allocation using a mix of equity, ETF, and mutual fund positions, with a discretionary management style. The firm’s philosophy is to act as a fiduciary, prioritizing clients’ best interests through transparent fee structures and careful, ongoing portfolio review. Typical holdings include broad-market ETFs, actively managed mutual funds, and a mix of domestic and international equities, adjusted to match each client’s risk profile and objectives.
Latest 13F Filing Activity
DKM Wealth Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 62 equity positions with a total 13F market value of $125M. The fund increased holdings in Tidal Trust I, Apple Inc., Ishares TR among other positions. DKM Wealth Management, Inc. reduced exposure to Cambria Etf TR, Ishares TR, Alphabet Inc. among others.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TBLD | THORNBURG INCM BUILDER OPP T | 15.02% | $18.7M | 941,073 | $16.28 | $19.89 | -$22.4K |
T TCAF | T ROWE PRICE ETF INC | 11.51% | $14.3M | 380,398 | $33.24 | $37.70 | +$657.2K |
S SOR | SOURCE CAPITAL | 10.32% | $12.9M | 285,637 | $41.60 | $45.02 | +$655.2K |
G GRNY | TIDAL TRUST I | 7.40% | $9.2M | 368,908 | $20.65 | $24.99 | +$2.2M |
I ITOT | ISHARES TR | 5.77% | $7.2M | 49,341 | $128.36 | $145.65 | +$413.6K |
Industry Allocation
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