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Manager record

DKM Wealth Management, Inc.

Stockton, CA · CIK 2055833 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$157.90MReported 13F valueQ3 2026 · as filed
76Holdings listed
+3.2%vs prior quartervalue change includes market moves
7Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q1 2025 to Q3 2026Q1 2025: $11.5M$11.5MQ1 20252 holdingsQ2 2025: $116.0M$116.0MQ2 202557 holdingsQ3 2025: $124.6M$124.6MQ3 202565 holdingsQ4 2025: $134.1M$134.1MQ4 202575 holdingsQ1 2026: $138.7M$138.7MQ1 202677 holdingsQ2 2026: $153.0M$153.0MQ2 202674 holdingsQ3 2026: $157.9M$157.9MQ3 202676 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 09 2026 13F-HR · period Q3 2026

$157.90M · 76 holdings listed · View original SEC filing ↗
Jul 30 2026 13F-HR · period Q2 2026

$152.97M · 74 holdings listed · View original SEC filing ↗
Apr 10 2026 13F-HR · period Q1 2026

$138.71M · 77 holdings listed · View original SEC filing ↗
Jan 12 2026 13F-HR · period Q4 2025

$134.06M · 75 holdings listed · View original SEC filing ↗
Oct 10 2025 13F-HR · period Q3 2025

$124.58M · 65 holdings listed · View original SEC filing ↗
Jul 15 2025 13F-HR/A · period Q1 2025

$11.45M · 2 holdings listed · amendment (new holdings) · View original SEC filing ↗
Jul 15 2025 13F-HR · period Q2 2025

$115.96M · 57 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 09, 2026 · Change methodology