D
DKM Wealth Management, Inc.
RIA/Wealth
DKM Wealth Management, Inc. is a RIA/Wealth based in Stockton, CA led by Daniel Miladinovich, reporting $186.5M in AUM as of Q3 2025 with 53% ETF concentration, 76% concentrated in top 10 holdings, and 17% allocation to TBLD.
CEODaniel Miladinovich
- Portfolio Value
- $110.4M
- Positions
- 61
- Top Holding
- TBLD at 16.96%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in DKM Wealth Management, Inc.'s portfolio (75.7% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Asset Management Financial Services | $18.7M | 16.96% | -$280.3K Sold | 2.93% 941.1K shares | |
ETF ETF | $14.3M | 12.99% | -$281.4K Sold | — 380.4K shares | |
Unknown Unknown | $12.9M | 11.65% | +$188.8K Bought | — 285.6K shares | |
ETF ETF | $7.2M | 6.51% | -$118.6K Sold | — 49.3K shares | |
ETF ETF | $7.1M | 6.45% | +$249.6K Bought | — 10.6K shares | |
Consumer Electronics Technology | $5.8M | 5.30% | +$424.7K Bought | 0.00% 23.0K shares | |
ETF ETF | $5.3M | 4.78% | -$3.3M Sold | — 76.9K shares | |
ETF ETF | $4.8M | 4.32% | — | — 14.5K shares | |
ETF ETF | $4.8M | 4.32% | +$44.4K Bought | — 7.9K shares | |
Unknown Unknown | $2.7M | 2.44% | — | — 212.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in DKM Wealth Management, Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-40.4% | |
-38.4% | |
-21.04% | |
-18.74% |
Analytics
Portfolio insights and performance metrics for DKM Wealth Management, Inc.
GthenA