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DKM Wealth Management, Inc.

SEC CIK
0002055833
Latest filing
Jul 30, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by DKM Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
1,746
Value
$1.30M
% of portfolio
0.9%
Quarters held
7
Since Q4 2024
Holdings of SPY by DKM Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,746$1.30M0.9%+3+0.2%AddedHolders
Q1 20261,743$1.13M0.8%+22+1.3%AddedHolders
Q4 20251,721$1.17M0.9%+10+0.6%AddedHolders
Q3 20251,711$1.14M0.9%00.0%UnchangedHolders
Q2 20251,711$1.06M0.9%00.0%UnchangedHolders
Q1 20251,711$956.9K0.9%00.0%UnchangedHolders
Q4 20241,711$1.00M1.0%–No prior filingHolders