13F Filings History of DMKC Advisory Services, LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$227,873,352
Signature - Title
Kathleen Halliwell - Chief Compliance Officer
Location
Des Moines, IA
Summary
This page shows a list of all the recent 13F filings made by DMKC Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DMKC Advisory Services, LLC reported 83 stock holdings with total value $227,873,352 as of Q4 2025. Top holdings included VOO, BAC, VHT, SCHD, and WFC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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