DMKC Advisory Services, LLC
RIA/Wealth
DMKC Advisory Services, LLC is a RIA/Wealth based in Des Moines, IA led by Daniel Michael Kelly, reporting $668.7M in AUM as of Q3 2025 with VOO as the largest holding (5% allocation).
PresidentDaniel Michael Kelly
- Portfolio Value
- $197.1M
- Positions
- 75
- Top Holding
- VOO at 5.2%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in DMKC Advisory Services, LLC's portfolio (36.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $10.3M | 5.20% | +$511.3K Bought | — 16.7K shares | |
Software - Infrastructure Technology | $9.0M | 4.58% | -$547.5K Sold | 0.00% 17.4K shares | |
Banks - Diversified Financial Services | $8.5M | 4.30% | -$39.3K Sold | 0.00% 164.3K shares | |
ETF ETF | $7.4M | 3.73% | +$673.1K Bought | — 28.3K shares | |
Banks - Diversified Financial Services | $6.8M | 3.47% | +$52.3K Bought | 0.00% 81.6K shares | |
Insurance - Diversified Financial Services | $6.1M | 3.09% | -$430.9K Sold | 0.03% 73.4K shares | |
Agricultural - Machinery Industrials | $6.0M | 3.07% | +$81.4K Bought | 0.00% 13.2K shares | |
ETF ETF | $6.0M | 3.04% | +$573.0K Bought | — 219.7K shares | |
Banks - Regional Financial Services | $5.6M | 2.85% | -$119.0K Sold | 0.01% 116.2K shares | |
Conglomerates Industrials | $5.4M | 2.76% | +$15.2K Bought | 0.01% 35.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in DMKC Advisory Services, LLC's latest filing
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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 | |
+46.27% | |
+25.78% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for DMKC Advisory Services, LLC
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