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Dunhill Financial, LLC
RIA/Wealth
Dunhill Financial, LLC is a RIA/Wealth led by Kamaljit Singh Somal, managing $382.5M across 971 long positions as of Q3 2025 with 79% ETF concentration, 62% concentrated in top 10 holdings, and 20% allocation to VOO.
CIOKamaljit Singh Somal
- Portfolio Value
- $382.5M
- Positions
- 971
- Top Holding
- VOO at 19.83%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Dunhill Financial, LLC's portfolio (61.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $75.8M | 19.83% | +$9.0M Bought | — 123.8K shares | |
ETF ETF | $41.9M | 10.96% | +$9.8M Bought | — 586.6K shares | |
ETF ETF | $31.4M | 8.21% | +$3.9M Bought | — 422.3K shares | |
ETF ETF | $26.0M | 6.81% | -$2.6M Sold | — 458.1K shares | |
ETF ETF | $12.9M | 3.38% | -$7.0M Sold | — 50.8K shares | |
ETF ETF | $11.8M | 3.08% | +$101.1K Bought | — 35.9K shares | |
Entertainment Communication Services | $10.9M | 2.85% | +$1.2K Bought | 0.00% 9.1K shares | |
ETF ETF | $10.0M | 2.61% | +$3.4M Bought | — 384.5K shares | |
ETF ETF | $8.2M | 2.15% | -$3.1M Sold | — 65.3K shares | |
ETF ETF | $7.2M | 1.89% | +$1.2M Bought | — 95.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Dunhill Financial, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Dunhill Financial, LLC
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