DOSSIER · 13F-HR · Q2 2025

DHK Financial Advisors, Inc.

$174M in tracked AUM across 87 positions as of Q2 2025.

DF
CIK 0001922962 · last filed Jun 30, 2025
Total AUM
$174M
as of Q2 2025
Holdings
87
positions
Whale Score
45
45
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2025

DHK Financial Advisors, Inc. filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
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Filing history

2025Q2Jun 30
$174M 4.6%
87 positionsLocked
2025Q1Mar 31
$182M 10.6%
90 positionsLocked
2024Q4Dec 31
$165M 1.0%
89 positionsLocked
2024Q3Sep 30
$163M 13.9%
83 positionsLocked
2024Q2Jun 30
$143M 1.5%
75 positionsLocked
2024Q1Mar 31
$141M 5.9%
72 positionsLocked
2023Q4Dec 31
$133M 18.8%
68 positionsLocked
2023Q3Sep 30
$112M 4.5%
63 positionsLocked
2023Q2Jun 30
$118M 46.0%
62 positionsLocked
2023Q1Mar 31
$80M 11.9%
41 positionsLocked
2022Q4Dec 31
$72M 18.1%
33 positionsLocked
2022Q3Sep 30
$61M 41.7%
32 positionsLocked
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