DKM Wealth Management, Inc.
Top Portfolio Positions
47 positions ·
$60,791,772 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TBLD |
Thornburg Income Builder Opportunities Trust
Financial Services
|
964,573 | $20,395,896 | 33.55% | |
| SOR |
Source Capital /De/
Financial Services
|
301,449 | $13,963,117 | 22.97% | |
| AAPL |
Apple Inc.
Technology
|
22,951 | $5,824,734 | 9.58% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,156 | $4,707,480 | 7.74% | |
| NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
Financial Services
|
212,592 | $2,529,844 | 4.16% | |
| NAC |
Nuveen California Quality Municipal Income Fund
Financial Services
|
142,401 | $1,658,971 | 2.73% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,743 | $1,133,542 | 1.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,143 | $1,071,132 | 1.76% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,762 | $1,026,773 | 1.69% | |
| LMT |
Lockheed Martin Corp
Industrials
|
1,630 | $985,155 | 1.62% |
Portfolio Trend
6 quarters · across all stocks
Holdings in ZVIA
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,210 | 13,000 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $30,160 | 13,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $35,360 | 13,000 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $41,860 | 13,000 | Shares | Sole | 2025-07-15 | |
| No 13F history on record for this holder in this stock. | ||||||