DMKC Advisory Services, LLC

CIK 0001901337 • 6 13F filings • Apr 22, 2025 – Jul 7, 2026

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Filer information

Filed by: DMKC Advisory Services, LLC, Chief Compliance Officer
Address: 3900 INGERSOLL AVE, SUITE 300, DES MOINES, IA, 50312
Phone: 515-221-1133
AUM: $227.9M

AUM over time

$529.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $240.1M84 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$5.3M	2.2%Prev: 3.7%	36,602 SH	Increased+8,968 SH
ABBOTT LABORATORIES	COM	$3.6M	1.5%	35,267 SH	New
ALLSTATE CORP	COM	$2.1M	0.9%	10,361 SH	New
ALPHABET INC	CAP STK CL A	$420K	0.2%	1,459 SH	New
ALPHABET INC	CAP STK CL C	$309K	0.1%	1,078 SH	New
AMAZON COM INC	COM	$778K	0.3%Prev: 0.3%	3,737 SH	Increased+2,276 SH
AMRIZE LTD	SHS	$3.4M	1.4%	60,609 SH	New
APPLE INC	COM	$886K	0.4%Prev: 0.3%	3,492 SH	Increased+1,936 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.2M	0.5%	5,865 SH	New
BANK AMERICA CORP	COM	$8.7M	3.6%Prev: 4.1%	178,463 SH	Increased+69,901 SH
BECTON DICKINSON & CO	COM	$605K	0.3%	3,845 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$993K	0.4%Prev: 0.4%	2,073 SH	Increased+1,265 SH
CAPITAL GROUP CONSERVATIVE E	SHS	$2.1M	0.9%	69,400 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.9M	0.8%	44,468 SH	New
CATERPILLAR INC	COM	$7.7M	3.2%Prev: 2.0%	10,868 SH	Increased+4,054 SH
CHEVRON CORPORATION	COM	$3.7M	1.5%	17,703 SH	New
CITIGROUP INC	COM NEW	$2.3M	1.0%Prev: 1.3%	20,138 SH	Increased+431 SH
CLOROX CO DEL	COM	$413K	0.2%	3,986 SH	New
COSTCO WHOLESALE CORPORATION	COM	$302K	0.1%	303 SH	New
CUMMINS INC	COM	$5.7M	2.4%Prev: 1.6%	10,591 SH	Increased+4,917 SH
DEERE & CO	COM	$8.0M	3.3%Prev: 1.8%	14,233 SH	Increased+9,874 SH
DIAGEO PLC	SPON ADR NEW	$2.1M	0.9%Prev: 1.6%	28,016 SH	Increased+10,890 SH
EATON CORP PLC	SHS	$2.5M	1.0%	6,996 SH	New
EMERSON ELEC CO	COM	$1.5M	0.6%Prev: 1.8%	11,128 SH	Decreased-6,812 SH
EVERUS CONSTR GROUP	COM	$444K	0.2%	3,762 SH	New
EXXON MOBIL CORP	COM	$4.2M	1.8%Prev: 2.0%	24,785 SH	Increased+6,546 SH
FEDEX CORP	COM	$3.7M	1.5%Prev: 1.6%	10,300 SH	Increased+3,017 SH
GENUINE PARTS CO	COM	$2.2M	0.9%Prev: 1.4%	20,629 SH	Increased+7,762 SH
GOLDMAN SACHS GROUP INC	COM	$4.3M	1.8%Prev: 2.1%	5,071 SH	Increased+852 SH
ISHARES TR	GLOBAL 100 ETF	$925K	0.4%	7,646 SH	New
ISHARES TR	RUS 1000 GRW ETF	$401K	0.2%	941 SH	New
JOHNSON & JOHNSON	COM	$6.0M	2.5%Prev: 1.7%	24,744 SH	Increased+13,629 SH
JPMORGAN CHASE & CO	COM	$3.8M	1.6%	12,907 SH	New
KIMBERLY-CLARK CORP	COM	$2.3M	0.9%Prev: 1.7%	23,349 SH	Increased+9,822 SH
KLA CORP	COM NEW	$240K	0.1%	163 SH	New
KNIFE RIVER CORP	COMMON STOCK	$307K	0.1%	3,762 SH	New
LOCKHEED MARTIN CORP	COM	$3.4M	1.4%Prev: 1.6%	5,672 SH	Increased+1,742 SH
LOWES COS INC	COM	$2.7M	1.1%Prev: 1.6%	11,428 SH	Increased+3,687 SH
MASTERCARD INCORPORATED	CL A	$404K	0.2%	808 SH	New
MDU RES GROUP INC	COM	$312K	0.1%	15,048 SH	New
MEDTRONIC PLC	SHS	$2.6M	1.1%Prev: 1.7%	29,993 SH	Increased+9,277 SH
META PLATFORMS INC	CL A	$501K	0.2%Prev: 0.2%	876 SH	Increased+497 SH
MICROSOFT CORP	COM	$5.8M	2.4%Prev: 1.6%	15,689 SH	Increased+10,935 SH
NVIDIA CORPORATION	COM	$652K	0.3%Prev: 0.3%	3,738 SH	Increased+728 SH
OTIS WORLDWIDE CORP	COM	$2.4M	1.0%Prev: 1.9%	30,796 SH	Increased+10,433 SH
PAYCHEX INC	COM	$1.1M	0.4%Prev: 0.5%	11,586 SH	Increased+8,215 SH
PEPSICO INC	COM	$3.0M	1.2%Prev: 1.6%	19,100 SH	Increased+7,053 SH
PFIZER INC	COM	$2.7M	1.1%Prev: 1.3%	97,040 SH	Increased+38,699 SH
PRINCIPAL FINANCIAL GROUP IN	COM	$6.6M	2.7%Prev: 4.5%	72,811 SH	Increased+13,059 SH
PROCTER & GAMBLE CO	COM	$2.8M	1.2%	19,138 SH	New
REALTY INCOME CORP	COM	$3.5M	1.4%	56,741 SH	New
RTX CORPORATION	COM	$4.1M	1.7%Prev: 2.1%	21,479 SH	Increased+3,943 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$10.9M	4.5%Prev: 3.8%	354,387 SH	Increased+201,912 SH
SHELL PLC	SPON ADS	$3.8M	1.6%Prev: 2.0%	41,008 SH	Increased+10,491 SH
SPDR GOLD TR	GOLD SHS	$481K	0.2%	1,118 SH	New
STATE STR CORP	COM	$3.5M	1.5%Prev: 1.7%	27,808 SH	Increased+6,569 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$4.6M	1.9%	9,828 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$259K	0.1%	398 SH	New
STRYKER CORPORATION	COM	$227K	0.1%	692 SH	New
SYSCO CORP	COM	$3.1M	1.3%Prev: 1.6%	43,451 SH	Increased+20,484 SH
TARGET CORP	COM	$2.9M	1.2%Prev: 1.0%	24,030 SH	Increased+13,334 SH
TOTALENERGIES SE	ACT	$3.9M	1.6%	42,896 SH	New
TRUST FOR PROFESSIONAL MANAG	JENSEN QUALITY	$2.8M	1.2%Prev: 1.8%	115,650 SH	Increased+35,409 SH
US BANCORP	COM NEW	$6.7M	2.8%	128,983 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$369K	0.2%	4,778 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$393K	0.2%	5,016 SH	New
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$296K	0.1%	5,940 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$1.4M	0.6%	3,176 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$1.3M	0.5%	4,476 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.8M	3.7%Prev: 6.0%	14,783 SH	Increased+1,719 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.7M	0.7%Prev: 0.8%	6,637 SH	Increased+2,851 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.9M	1.6%Prev: 1.0%	12,088 SH	Increased+7,935 SH
VANGUARD INDEX FDS	VALUE ETF	$3.1M	1.3%	15,739 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$4.7M	2.0%Prev: 0.5%	56,891 SH	Increased+48,666 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.9M	2.0%Prev: 2.1%	22,572 SH	Increased+10,560 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.5M	1.9%Prev: 1.7%	69,715 SH	Increased+32,329 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$242K	0.1%	1,635 SH	New
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$603K	0.3%	6,397 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$9.7M	4.0%Prev: 5.4%	35,613 SH	Increased+13,106 SH
VANGUARD WORLD FD	INF TECH ETF	$338K	0.1%Prev: 0.2%	484 SH	Increased-17 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$1.8M	0.8%	12,446 SH	New
VANGUARD WORLD FD	UTILITIES ETF	$3.9M	1.6%Prev: 4.3%	19,905 SH	Decreased-8,050 SH
WELLS FARGO & CO	COM	$7.1M	2.9%	88,887 SH	New
WEST BANCORPORATION INC	CAP STK	$250K	0.1%	10,500 SH	New

Sold (vs prior filing)

ABBOTT LABS — $2.1M
ABBVIE INC — $280K
CASEYS GEN STORES INC — $434K
CHEVRON CORP NEW — $2.1M
COSTCO WHSL CORP NEW — $263K
J P MORGAN EXCHANGE TRADED F — $300K
JPMORGAN CHASE & CO. — $2.6M
PROCTER AND GAMBLE CO — $2.0M
TOTALENERGIES SE — $2.0M
US BANCORP DEL — $3.7M
WELLS FARGO CO NEW — $4.1M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 30, 2026	Q4 2025	13F-HR	0001901337-26-000001	$227.9M	View
Oct 21, 2025	Q3 2025	13F-HR	0001901337-25-000002	$197.1M	View
Jul 7, 2026	Q2 2026