DKM Wealth Management, Inc.

CIK 0002055833 • 7 13F filings • Apr 11, 2025 – Jul 30, 2026

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Filer information

Filed by: DKM Wealth Management, Inc., CCO
Address: 10100 TRINITY PARKWAY, SUITE 450, STOCKTON, CA, 95219
Phone: 209-800-5855
AUM: $134.1M

AUM over time

$157.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyConsumer DiscretionaryFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $138.7M75 positionsView on SEC.gov

			% of Portfolio
ABCELLERA BIOLOGICS INC	COM	$35K	0.0%	10,000 SH	New
ABSCI CORPORATION	COM	$60K	0.0%	20,000 SH	New
AMAZON COM INC	COM	$1.1M	0.8%	5,143 SH	New
APPLE INC	COM	$5.8M	4.2%	22,951 SH	New
ASA GOLD AND PRECIOUS MTLS L	SHS	$248K	0.2%	4,001 SH	New
BARRICK MNG CORP	COM SHS	$204K	0.1%	5,000 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$254K	0.2%	530 SH	New
BITMINE IMMERSION TECNOLOGIE	COM NEW	$223K	0.2%	11,251 SH	New
BTQ TECHNOLOGIES CORP	COM	$245K	0.2%	91,677 SH	New
CAMBRIA ETF TR	SHSHLD YIELD ETF	$5.5M	4.0%	72,737 SH	New
CATERPILLAR INC	COM	$414K	0.3%	585 SH	New
CIPHER DIGITAL INC	COM	$174K	0.1%	13,481 SH	New
DATAVAULT AI INC	COM SHS	$6K	0.0%	10,000 SH	New
DEFI TECHNOLOGIES INC	COM	$15K	0.0%	27,665 SH	New
HARRIS OAKMARK ETF TRUST	OAKMARK U S LRG	$3.5M	2.5%	125,581 SH	New
I-80 GOLD CORP	COM	$15K	0.0%	10,000 SH	New
INVESCO QQQ TR	UNIT SER 1	$4.7M	3.4%	8,156 SH	New
INVESTMENT MANAGERS SER TR I	FPA GBL EQTY ETF	$347K	0.2%	9,554 SH	New
IREN LIMITED	ORDINARY SHARES	$250K	0.2%	7,297 SH	New
ISHARES TR	20 YR TR BD ETF	$2.6M	1.9%	30,432 SH	New
ISHARES TR	7-10 YR TRSY BD	$449K	0.3%	4,702 SH	New
ISHARES TR	CORE MSCI EAFE	$301K	0.2%	3,326 SH	New
ISHARES TR	CORE S&P SCP ETF	$425K	0.3%	3,415 SH	New
ISHARES TR	CORE S&P TTL STK	$7.0M	5.0%	49,147 SH	New
ISHARES TR	CORE S&P500 ETF	$7.4M	5.3%	11,341 SH	New
ISHARES TR	MSCI ACWI EX US	$1.7M	1.2%	24,880 SH	New
ISHARES TR	RUSSELL 2000 ETF	$579K	0.4%	2,334 SH	New
ISHARES TR	S&P 100 ETF	$581K	0.4%	1,827 SH	New
ISHARES TR	TIPS BD ETF	$266K	0.2%	2,412 SH	New
JAPAN SMALLER CAPITALIZATION	COM	$371K	0.3%	34,001 SH	New
JOBY AVIATION INC	COMMON STOCK	$85K	0.1%	10,300 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$417K	0.3%	1,478 SH	New
LOCKHEED MARTIN CORP	COM	$985K	0.7%	1,630 SH	New
META PLATFORMS INC	CL A	$374K	0.3%	654 SH	New
MICROSOFT CORP	COM	$486K	0.4%	1,312 SH	New
MIDCAP FINANCIAL INVSTMNT CO	COM NEW	$264K	0.2%	23,500 SH	New
NANO DIMENSION LTD	SPONSORD ADS NEW	$17K	0.0%	10,000 SH	New
NAVITAS SEMICONDUCTOR CORP	COM	$88K	0.1%	10,000 SH	New
NUVEEN CA DIVI ADV MUN	COM	$1.7M	1.2%	142,401 SH	New
NUVEEN CALIF AMT FREE MUNI I	COM	$2.5M	1.8%	212,592 SH	New
NUVEEN CALIFORNIA MUNI VLU F	COM STK	$169K	0.1%	18,000 SH	New
NUVEEN CR STRATEGIES INCOME	COM SHS	$73K	0.1%	15,000 SH	New
NVIDIA CORPORATION	COM	$811K	0.6%	4,648 SH	New
OPENDOOR TECHNOLOGIES INC	COM	$112K	0.1%	24,011 SH	New
PACIFIC BIOSCIENCES CALIF IN	COM	$13K	0.0%	10,000 SH	New
PLUG PWR INC	COM NEW	$23K	0.0%	10,000 SH	New
RBB FUND TRUST	TWEEDY BROWNE	$3.0M	2.2%	220,272 SH	New
RIO TINTO PLC	SPONSORED ADR	$303K	0.2%	3,250 SH	New
ROYCE MICRO-CAP TR INC	COM	$260K	0.2%	23,002 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$462K	0.3%	15,060 SH	New
SEALSQ CORP	ORD SHS	$26K	0.0%	10,000 SH	New
SOURCE CAPITAL	COM SHS OF BEN I	$14.0M	10.1%Prev: 100.0%	301,449 SH	Increased+25,539 SH
SPDR GOLD TR	GOLD SHS	$356K	0.3%	828 SH	New
SPROTT INC	COM NEW	$286K	0.2%	2,000 SH	New
SRX HEALTH SOLUTIONS INC.	COM NEW	$1K	0.0%	10,000 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$241K	0.2%	6,076 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.1M	0.8%	1,743 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$13.6M	9.8%	382,975 SH	New
T ROWE PRICE ETF INC	SMALL MID CAP	$1.3M	0.9%	34,584 SH	New
TESLA INC	COM	$1.0M	0.7%	2,762 SH	New
TETRA TECHNOLOGIES INC DEL	COM	$89K	0.1%	10,500 SH	New
THORNBURG INCM BUILDER OPP T	COM	$20.4M	14.7%	964,573 SH	New
TIDAL TRUST I	FUNDSTRAT GRANNY	$11.5M	8.3%	479,752 SH	New
TIDAL TRUST III	FUNDSTRAT GRANNY	$5.1M	3.7%	209,132 SH	New
TRUST FOR PROFESSIONAL MANAG	PERFORMANCE TR S	$4.6M	3.3%	182,678 SH	New
VANECK ETF TRUST	BDC INCOME ETF	$204K	0.1%	15,900 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$268K	0.2%	3,020 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$526K	0.4%	881 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$4.7M	3.4%	14,669 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$402K	0.3%	7,446 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.8%	16,911 SH	New
VIRTUS ETF TR II	VIRTUS US QLTY	$311K	0.2%	7,771 SH	New
WELLS FARGO & CO	COM	$611K	0.4%	7,669 SH	New
WESTERN AST INFL LKD OPP & I	COM	$102K	0.1%	12,000 SH	New
ZEVIA PBC	CL A	$15K	0.0%	13,000 SH	New

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0002055833-26-000001	$134.1M	View
Oct 9, 2026	Q3 2026	13F-HR	0001085146-26-000874	$157.9M	View
Oct 10, 2025	Q3 2025