Institutions / DMKC Advisory Services, LLC
DMKC Advisory Services, LLC
CIK 1901337 · Institution · as of Dec 31, 2025
Portfolio value
$227.87M
Positions
83
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 83 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $10.82M | 4.7% |
| Bank of America Corp /De | $9.54M | 4.2% |
| Vanguard World Fd | $9.45M | 4.1% |
| Schwab Strategic Tr | $8.30M | 3.6% |
| Wells Fargo & COMPANY/MN | $8.06M | 3.5% |
| Microsoft Corp | $7.26M | 3.2% |
| US Bancorp \De | $6.66M | 2.9% |
| Deere & Co | $6.49M | 2.8% |
| Principal Financial Group Inc | $6.42M | 2.8% |
| Caterpillar Inc | $6.20M | 2.7% |
| 3M Co | $5.92M | 2.6% |
| Cummins Inc | $5.51M | 2.4% |
| Johnson & Johnson | $4.93M | 2.2% |
| Vanguard Specialized Funds | $4.90M | 2.1% |
| SPDR Dow Jones Indl Average | $4.72M | 2.1% |
| The Goldman Sachs Group, Inc. | $4.35M | 1.9% |
| Abbott Laboratories | $4.16M | 1.8% |
| Vanguard Intl Equity Index F | $4.15M | 1.8% |
| Vanguard Tax-Managed Fds | $4.11M | 1.8% |
| JPMorgan Chase & Co | $3.99M | 1.8% |
| Vanguard Index Fds | $3.92M | 1.7% |
| RTX Corp | $3.84M | 1.7% |
| Vanguard World Fd | $3.66M | 1.6% |
| State Street Corporation | $3.40M | 1.5% |
| Trust for Professional Manag | $3.23M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.