DMKC Advisory Services, LLC
CIK 1901337
13F filing for Q2 2026・No. 3,763
- Holdings
- US$529.63M
- Quarter change
- +US$289.55M
- Entries
- 92
- Net bought (estimate)
- +US$270.98M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 0
- Cut 13
- Added 56
- Corporate actions 0
- Unchanged 15
Largest holdings
92 stocks worth US$529.63M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | New | 570,005 | US$45.05M | 8.51% |
| VANGUARD BD INDEX FDSVANGUARD ULTRA | Added | 817,806 | US$40.71M | 7.69% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Added | 229,901 | US$36.33M | 6.86% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Added | 145,753 | US$34.49M | 6.51% |
| CAPITAL GROUP CONSERVATIVE ESHS | Added | 951,600 | US$31.23M | 5.90% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 610,433 | US$30.08M | 5.68% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 356,354 | US$25.39M | 4.79% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 45,993 | US$17.02M | 3.21% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 468,762 | US$14.86M | 2.81% |
| VANGUARD WORLD FDHEALTH CAR ETF | Added | 41,280 | US$12.34M | 2.33% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.