• 13F History

DKM Wealth Management, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$91.6M
Signature - Title
Daniel Miladinovich - CCO
Location
Stockton, CA
Summary
This page shows a list of all the recent 13F filings made by DKM Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DKM Wealth Management, Inc. reported 49 stock holdings with total value $91.6M as of Q1 2025. Top holdings included TBLD, TCAF, SYLD, ITOT, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 49 $91.6M +$5.55M -$17.1M -$11.6M TBLD, TCAF, SYLD, ITOT, IVV 13F-HR 4/11/2025, 01:49 PM
Q4 2024 52 $105M $0 $0 TBLD, TCAF, SOR, SYLD, ITOT 13F-HR 2/12/2025, 04:59 PM