DOSSIER · 13F-HR · Q1 2026
DKM Wealth Management, Inc.
DKM Wealth's holding co. based in Chicago, IL — $139M in tracked AUM across 77 positions as of Q1 2026.
DW
DKM Wealth·Chicago, IL·Holding Co.
CIK 0002055833 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of DKM Wealth Management Inc. SEC 13F Filing
Portfolio Overview
DKM Wealth Management Inc. has reported a significant expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 310.6%, growing from $32.65 million to $134.06 million. This substantial increase indicates a period of robust net capital inflows or a strategic shift in asset allocation that necessitated a redeployment of capita...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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