13F Filings History of DMKC Advisory Services, LLC
- Latest 13F filing
- Q2 2026 - 07 Jul 2026
- Latest reported 13F value
- $529,626,255
- Largest 13F holdings
-
VCSH VUSB VYM VIG CGCV CGDV VEA VTI SCHD VHT VB BAC
+8 more
VOO DE USB PFG WFC VGK JNJ MMM - Form 13F summary
-
- DMKC Advisory Services, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- DMKC Advisory Services, LLC reported 92 equity holdings with a total reported market value of $529,626,255 for Q2 2026. Top reported holdings included VCSH, VUSB, VYM, VIG, and CGCV.
- Manager signature
- Kathleen Halliwell - Chief Compliance Officer
- Manager location
- Des Moines, IA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow DMKC Advisory Services, LLC with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$529,626,255
Quarter delta
+$289,547,721
Accepted
07 Jul 2026, 17:09
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 92 | $529,626,255 | +$288,437,834 | -$15,376,321 | +$273,061,513 | VCSH, VUSB, VYM, VIG, CGCV | 13F-HR | 07 Jul 2026, 17:09 |
| Q1 2026 | 84 | $240,078,534 | +$13,243,831 | -$3,120,476 | +$10,123,355 | SCHD, VHT, VOO, BAC, DE | 13F-HR | 01 May 2026, 17:37 |
| Q4 2025 | 83 | $227,873,352 | +$28,438,368 | -$3,520,353 | +$24,918,015 | VOO, BAC, VHT, SCHD, WFC | 13F-HR | 30 Jan 2026, 12:25 |
| Q3 2025 | 75 | $197,080,682 | +$11,204,127 | -$12,944,335 | -$1,740,208 | VOO, MSFT, BAC, VHT, WFC | 13F-HR | 21 Oct 2025, 17:15 |
| Q2 2025 | 78 | $190,994,396 | +$74,429,127 | -$497,264 | +$73,931,863 | MSFT, VOO, BAC, DE, WFC | 13F-HR | 18 Jul 2025, 19:39 |
| Q1 2025 | 55 | $111,007,044 | +$3,517,320 | -$3,325,579 | +$191,741 | VOO, VHT, PFG, VPU, BAC | 13F-HR | 21 Apr 2025, 20:48 |
| Q4 2024 | 56 | $110,237,151 | $0 | $0 | $0 | VOO, VHT, BAC, PFG, VPU | 13F-HR | 04 Feb 2025, 19:40 |