Institutions / DBK Financial Counsel, LLC

DBK Financial Counsel, LLC

CIK 1904822 · Institution · as of Dec 31, 2025

Portfolio value

$130.22M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 59 →

Company	Class	Value	Shares	% of portfolio
SPDR Series Trust	—	$15.16M	152,749	11.6%
Vanguard Tax-Managed Fds	—	$9.86M	157,876	7.6%
SPDR S&P 500 ETF Tr	—	$8.13M	11,926	6.2%
Invesco Qqq Tr	—	$6.45M	10,501	5.0%
Dimensional ETF Trust	—	$5.30M	71,519	4.1%
Dimensional ETF Trust	—	$5.17M	135,604	4.0%
Vanguard Index Fds	—	$4.72M	7,522	3.6%
Vanguard Index Fds	—	$4.69M	13,974	3.6%
Dimensional ETF Trust	—	$4.50M	64,557	3.5%
Vanguard Bd Index Fds	—	$4.46M	56,654	3.4%
American Centy ETF Tr	—	$4.00M	39,234	3.1%
Vanguard Intl Equity Index F	—	$3.99M	74,216	3.1%
Dimensional ETF Trust	—	$3.82M	111,639	2.9%
iShares Tr	—	$3.38M	28,123	2.6%
Invesco Exchange Traded Fd T	—	$3.34M	44,562	2.6%
NVIDIA Corp	—	$2.66M	14,243	2.0%
Schwab Strategic Tr	—	$2.59M	106,413	2.0%
American Centy ETF Tr	—	$2.28M	52,381	1.8%
iShares Tr	—	$2.27M	3,313	1.7%
SPDR Series Trust	—	$2.26M	24,715	1.7%
iShares Tr	—	$2.09M	8,499	1.6%
Vanguard Index Fds	—	$1.89M	6,015	1.5%
Apple Inc.	—	$1.70M	6,239	1.3%
Vanguard Index Fds	—	$1.42M	5,516	1.1%
Dimensional ETF Trust	—	$1.40M	42,863	1.1%

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.