DMKC Advisory Services, LLC
CIK 1901337 · Holdings on Dec 31, 2025 · First reported Jan 30, 2026
Top ten holdings
Q4 2025- VOO4.75%
- BAC4.19%
- VHT4.14%
- SCHD3.64%
- WFC3.54%
- MSFT3.19%
- USB2.92%
- DE2.85%
- PFG2.82%
- CAT2.72%
Share classes counted separately34.76%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight decreased · -1.39 pp4.58% → 3.19%Shares -2.40K (-13.80%)
- VGKWeight increased · +0.90 pp0.92% → 1.82%Shares +26.95K (+118.96%)
- SCHDWeight increased · +0.60 pp3.04% → 3.64%Shares +82.92K (+37.75%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $10.82M | 4.75% | 17.25K shares | 5.20% → 4.75%-0.45 pp +500 (+2.99%) | Added | ↗▾ |
| 02 | BACBANK OF AMERICA CORP View history and evidence | $9.54M | 4.19% | 173.48K shares | 4.30% → 4.19%-0.11 pp +9.15K (+5.57%) | Added | ↗▾ |
| 03 | VHTVANGUARD HEALTH CARE ETFHEALTH CAR ETF View history and evidence | $9.45M | 4.14% | 32.81K shares | 3.73% → 4.14%+0.41 pp +4.49K (+15.87%) | Added | ↗▾ |
| 04 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $8.30M | 3.64% | 302.60K shares | 3.04% → 3.64%+0.60 pp +82.92K (+37.75%) | Added | ↗▾ |
| 05 | WFCWELLS FARGO & CO View history and evidence | $8.06M | 3.54% | 86.49K shares | 3.47% → 3.54%+0.07 pp +4.91K (+6.01%) | Added | ↗▾ |
| 06 | MSFTMICROSOFT CORP View history and evidence | $7.26M | 3.19% | 15.02K shares | 4.58% → 3.19%-1.39 pp -2.40K (-13.80%) | Reduced | ↗▾ |
| 07 | USBUS BANCORPCOM NEW View history and evidence | $6.66M | 2.92% | 124.77K shares | 2.85% → 2.92%+0.07 pp +8.60K (+7.40%) | Added | ↗▾ |
| 08 | DEDEERE & CO View history and evidence | $6.49M | 2.85% | 13.95K shares | 3.07% → 2.85%-0.22 pp +729 (+5.52%) | Added | ↗▾ |
| 09 | PFGPRINCIPAL FINANCIAL GROUP View history and evidence | $6.42M | 2.82% | 72.83K shares | 3.09% → 2.82%-0.27 pp -552 (-0.75%) | Reduced | ↗▾ |
| 10 | CATCATERPILLAR INC View history and evidence | $6.20M | 2.72% | 10.83K shares | 2.51% → 2.72%+0.21 pp +479 (+4.63%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TTEN TOTALENERGIES SE -SPON ADR | Non-derivative | -35,465 | -$2.12M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1901337 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 227873352
}Research all 83 reported holdings.
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