Notify me when DHK Financial Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 87 | $173,888,205 | +$6,591,837 | -$22,612,032 | -$16,020,195 | BRKB, BERKSHIRE HATHAWAY INC DEL, VT, GLD, SPY | 13F-HR | 13 Aug 2025, 17:32 |
| Q1 2025 | 90 | $182,319,567 | +$23,872,981 | -$13,018,924 | +$10,854,057 | BRKB, BERKSHIRE HATHAWAY INC DEL, VT, SPY, GLD | 13F-HR | 11 Apr 2025, 10:01 |
| Q4 2024 | 89 | $164,798,036 | +$11,678,190 | -$7,758,481 | +$3,919,709 | BRKB, BRKA, VT, GLD, SPY | 13F-HR | 22 Jan 2025, 16:41 |
| Q3 2024 | 83 | $163,127,483 | +$22,140,047 | -$12,700,290 | +$9,439,757 | BRKB, VT, BRKA, GLD, MOAT | 13F-HR | 24 Oct 2024, 08:50 |
| Q2 2024 | 75 | $141,987,595 | +$65,814,375 | -$64,844,541 | +$969,834 | BRKB, VT, BRKA, GLD, MOAT | 13F-HR | 09 Aug 2024, 17:30 |
| Q1 2024 | 72 | $141,202,171 | +$12,106,167 | -$11,838,220 | +$267,947 | VT, IVV, VEA, MOAT, GLD | 13F-HR | 10 May 2024, 09:44 |
| Q4 2023 | 68 | $133,333,115 | +$15,532,548 | -$4,394,851 | +$11,137,697 | VT, IVV, VEA, MOAT, IWD | 13F-HR | 29 Jan 2024, 08:45 |
| Q3 2023 | 63 | $112,242,625 | +$3,023,664 | -$3,463,725 | -$440,061 | VT, IVV, VEA, MOAT, IWD | 13F-HR | 01 Nov 2023, 09:34 |
| Q2 2023 | 62 | $117,505,677 | +$34,551,045 | -$273,376 | +$34,277,669 | VT, IVV, VEA, MOAT, IWD | 13F-HR | 19 Jul 2023, 14:34 |
| Q1 2023 | 41 | $80,482,812 | +$11,390,574 | -$6,334,394 | +$5,056,180 | VT, VEA, IVV, GLD, VWO | 13F-HR | 11 May 2023, 17:42 |
| Q4 2022 | 33 | $71,949,655 | +$6,304,030 | -$411,901 | +$5,892,129 | VT, VEA, IVV, GLD, VWO | 13F-HR | 31 Jan 2023, 16:46 |
| Q3 2022 | 32 | $60,923,000 | +$17,043,130 | -$56,249,906 | -$39,206,776 | VT, IVV, VEA, GLD, VWO | 13F-HR | 08 Nov 2022, 11:11 |
| Q2 2022 | 41 | $104,548,000 | +$3,221,412 | $0 | +$3,221,412 | SPY, IVV, VT, IEFA, VEU | 13F-HR | 15 Aug 2022, 09:20 |
| Q1 2022 | 39 | $118,477,000 | +$17,230,723 | -$16,356 | +$17,214,367 | IVV, SPY, VT, IEFA, VEU | 13F-HR | 13 Apr 2022, 16:34 |
| Q4 2021 | 37 | $106,202,000 | $0 | $0 | $0 | SPY, VT, IVV, IEFA, VEU | 13F-HR | 13 Apr 2022, 16:29 |