13F Filings History of DKM Wealth Management, Inc.

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$134,056,888
Signature - Title
Daniel Miladinovich - CCO
Location
Stockton, CA
Summary
This page shows a list of all the recent 13F filings made by DKM Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DKM Wealth Management, Inc. reported 75 stock holdings with total value $134,056,888 as of Q4 2025. Top holdings included TBLD, TCAF, SOR, GRNY, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 75 $134,056,888 +$9,406,126 -$1,575,231 +$7,830,895 TBLD, TCAF, SOR, GRNY, IVV 13F-HR 12 Jan 2026, 09:52
Q3 2025 65 $124,581,991 +$7,326,744 -$6,086,476 +$1,240,268 TBLD, TCAF, SOR, GRNY, ITOT 13F-HR 10 Oct 2025, 15:31
Q2 2025 57 $115,958,901 +$7,895,274 -$3,049,192 +$4,846,082 TBLD, TCAF, SOR, SYLD, GRNY 13F-HR 15 Jul 2025, 17:19
Q1 2025 1 $11,452,650 $0 $0 $0 SOR New Holdings 15 Jul 2025, 17:20
Q1 2025 50 $103,087,037 +$17,004,939 -$17,143,439 -$138,500 TBLD, TCAF, SOR, SYLD, ITOT 13F-HR 11 Apr 2025, 13:49
Q4 2024 52 $105,467,558 $0 $0 $0 TBLD, TCAF, SOR, SYLD, ITOT 13F-HR 12 Feb 2025, 16:59