DMKC Advisory Services, LLC
CIK: 0001901337SEC EDGAR →
Portfolio Value
$227.9B
Holdings
83
As of
Q4 2025
New Positions
83
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 17,249 | $10.8B | 4.75% |
| 2 | BANK AMERICA CORP | 173,482 | $9.5B | 4.19% |
| 3 | VANGUARD WORLD FD | 32,813 | $9.4B | 4.14% |
| 4 | SCHWAB STRATEGIC TR | 302,599 | $8.3B | 3.64% |
| 5 | WELLS FARGO CO NEW | 86,493 | $8.1B | 3.54% |
| 6 | MICROSOFT CORP | 15,020 | $7.3B | 3.19% |
| 7 | US BANCORP DEL | 124,771 | $6.7B | 2.92% |
| 8 | DEERE & CO | 13,946 | $6.5B | 2.85% |
| 9 | PRINCIPAL FINANCIAL GROUP IN | 72,835 | $6.4B | 2.82% |
| 10 | CATERPILLAR INC | 10,831 | $6.2B | 2.72% |
Quarterly Changes
New Positions (83)
$10.8B · 17K shares
$9.5B · 173K shares
$9.4B · 33K shares
$8.3B · 303K shares
$8.1B · 86K shares
$7.3B · 15K shares
$6.7B · 125K shares
$6.5B · 14K shares
$6.4B · 73K shares
$6.2B · 11K shares
$5.9B · 37K shares
$5.5B · 11K shares
$4.9B · 24K shares
$4.9B · 22K shares
$4.7B · 10K shares
$4.3B · 5K shares
$4.2B · 33K shares
$4.1B · 50K shares
$4.1B · 66K shares
$4.0B · 12K shares
$3.9B · 12K shares
$3.8B · 21K shares
$3.7B · 20K shares
$3.4B · 26K shares
$3.2B · 119K shares
$3.1B · 57K shares
$3.0B · 41K shares
$3.0B · 53K shares
$2.9B · 39K shares
$2.9B · 24K shares
$2.9B · 10K shares
$2.7B · 41K shares
$2.7B · 28K shares
$2.6B · 5K shares
$2.5B · 11K shares
$2.5B · 17K shares
$2.5B · 18K shares
$2.5B · 17K shares
$2.4B · 28K shares
$2.3B · 20K shares
$2.3B · 19K shares
$2.2B · 7K shares
$2.2B · 10K shares
$2.1B · 25K shares
$2.1B · 83K shares
$2.0B · 21K shares
$1.9B · 19K shares
$1.9B · 10K shares
$1.8B · 59K shares
$1.8B · 12K shares
$1.7B · 13K shares
$1.7B · 7K shares
$1.6B · 38K shares
$1.6B · 3K shares
$1.6B · 6K shares
$1.3B · 12K shares
$1.3B · 4K shares
$1.0B · 4K shares
$968.0M · 8K shares
$922.0M · 2K shares
$881.0M · 5K shares
$845.0M · 4K shares
$746.0M · 4K shares
$607.0M · 921 shares
$575.0M · 6K shares
$485.0M · 851 shares
$451.0M · 1K shares
$448.0M · 595 shares
$445.0M · 941 shares
$401.0M · 4K shares
$338.0M · 1K shares
$332.0M · 840 shares
$321.0M · 4K shares
$310.0M · 14K shares
$293.0M · 15K shares
$270.0M · 397 shares
$264.0M · 246 shares
$264.0M · 4K shares
$261.0M · 303 shares
$259.0M · 738 shares
$239.0M · 197 shares
$228.0M · 1K shares
$211.0M · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 31 | $108.5B | 47.6% |
| Industrials | 15 | $43.6B | 19.1% |
| Healthcare | 7 | $15.1B | 6.6% |
| Unknown | 6 | $14.2B | 6.2% |
| Consumer Defensive | 7 | $12.7B | 5.6% |
| Energy | 4 | $11.0B | 4.8% |
| Technology | 4 | $9.4B | 4.1% |
| Consumer Cyclical | 3 | $5.7B | 2.5% |
| Basic Materials | 2 | $3.3B | 1.5% |
| Real Estate | 1 | $3.0B | 1.3% |
| Communication Services | 3 | $1.4B | 0.6% |