DKM Wealth Management, Inc. reported 32 positions worth $17.73M for the quarter ended Sep 30, 2026, up 8.7% on the prior quarter. It opened 2 new positions, added to 8, trimmed 5 and exited 1. Its largest holding is Apple Inc. at 42.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CAT Caterpillar Inc | +560 | +97.2% | $453.91K | 5.19% |
| A Agilent Technologies, Inc. | +1,498 | – | $258.12K | 1.46% |
| B Barrick Mining Corp | +5,000 | – | $203.35K | 1.15% |
| IREN IREN Ltd | +667 | +9.1% | $27.27K | 1.84% |
| BTQ BTQ Technologies Corp. | +4,225 | +5.0% | $12.25K | 1.46% |
| CIFR Cipher Digital Inc. | +771 | +5.8% | $12.20K | 1.26% |
| OPEN Opendoor Technologies Inc. | +4,200 | +16.6% | $9.95K | 0.394% |
| LMT Lockheed Martin Corp | +7 | +0.4% | $3.56K | 4.7% |
| TTI Tetra Technologies Inc | +220 | +2.2% | $1.29K | 0.338% |
| DVLT Datavault AI Inc. | +8,000 | +80.0% | $1.25K | 0.016% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -454 | -11.1% | $103.68K | 4.7% |
| META Meta Platforms, Inc. | -96 | -15.5% | $69.62K | 2.14% |
| AAPL Apple Inc. | -162 | -0.7% | $53.95K | 42.17% |
| BMNR Bitmine Immersion Technologies, Inc. | -1,296 | -10.1% | $34.25K | 1.73% |
| MSFT Microsoft Corp | -60 | -5.0% | $30.77K | 3.31% |
| SRXH SRX Global Inc. | -167 | -100.0% | $907.00 | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SRXH SRX Global Inc. | -167 | $907.00 | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 22.5K | $7.48M | 42.17% | -162 | -0.7% | Reduced | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 4,668 | $1.16M | 6.56% | 0 | 0.0% | Unchanged | 0% |
| 3 | CAT Caterpillar Inc | Industrials | 1,136 | $920.79K | 5.19% | +560 | +97.2% | Added | 0% |
| 4 | TSLA Tesla, Inc. | Consumer Discretionary | 2,549 | $904.47K | 5.1% | 0 | 0.0% | Unchanged | 0% |
| 5 | LMT Lockheed Martin Corp | Industrials | 1,637 | $833.68K | 4.7% | +7 | +0.4% | Added | 0% |
| 6 | NVDA Nvidia Corp | Technology | 3,648 | $833.13K | 4.7% | -454 | -11.1% | Reduced | 0% |
| 7 | MSFT Microsoft Corp | Technology | 1,143 | $586.12K | 3.31% | -60 | -5.0% | Reduced | 0% |
| 8 | WFC Wells Fargo & Company | Financial Services | 7,293 | $583.81K | 3.29% | 0 | 0.0% | Unchanged | 0% |
| 9 | KEYS Keysight Technologies, Inc. | Technology | 1,478 | $538.05K | 3.03% | 0 | 0.0% | Unchanged | 0% |
| 10 | META Meta Platforms, Inc. | Technology | 523 | $379.27K | 2.14% | -96 | -15.5% | Reduced | 0% |
| 11 | IREN IREN Ltd | Technology | 7,964 | $325.57K | 1.84% | +667 | +9.1% | Added | 0% |
| 12 | GLD Spdr Gold Trust | Financial Services | 828 | $315.34K | 1.78% | 0 | 0.0% | Unchanged | 0% |
| 13 | RIO Rio Tinto Plc | Basic Materials | 3,250 | $306.05K | 1.73% | 0 | 0.0% | Unchanged | 0% |
| 14 | BMNR Bitmine Immersion Technologies, Inc. | Technology | 11.6K | $305.93K | 1.73% | -1,296 | -10.1% | Reduced | 0% |
| 15 | BRK-B Berkshire Hathaway Inc | Financial Services | 530 | $264.00K | 1.49% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at DKM Wealth Management.
As of its Q3 2026 13F filing, DKM Wealth Management, Inc.’s five largest positions were Apple Inc. (AAPL) at 42.2%, Amazon Com Inc (AMZN) at 6.6%, Caterpillar Inc (CAT) at 5.2%, Tesla, Inc. (TSLA) at 5.1%, Lockheed Martin Corp (LMT) at 4.7% of the reported portfolio.
DKM Wealth Management, Inc. reported a 13F portfolio worth $17.73M across 32 positions for Q3 2026. That is up 8.7% from the previous quarter.
Its largest purchases by value were Caterpillar Inc ($453.91K), Agilent Technologies, Inc. ($258.12K), Barrick Mining Corp ($203.35K). It opened 2 new positions.
Its largest sales by value were Nvidia Corp ($103.68K), Meta Platforms, Inc. ($69.62K), Apple Inc. ($53.95K). It exited 1 positions entirely.
From the Form 13F-HR reports DKM Wealth Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.