Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DBK Financial Counsel, LLC (CIK 1904822) reported $130.2M across 59 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: BILS ($15.2M, 11.64%), VEA ($9.9M, 7.57%), SPY ($8.1M, 6.25%), QQQ ($6.5M, 4.95%), DFUS ($5.3M, 4.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BILS | SPDR SERIES TRUST | $15.2M | 11.64% | 152,749 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $9.9M | 7.57% | 157,876 | Trimmed |
| 3 | SPY | SPDR S&P 500 ETF TR | $8.1M | 6.25% | 11,926 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $6.5M | 4.95% | 10,501 | Hold |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $5.3M | 4.07% | 71,519 | Added |
| 6 | DFAI | DIMENSIONAL ETF TRUST | $5.2M | 3.97% | 135,604 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $4.7M | 3.62% | 7,522 | Added |
| 8 | VTI | VANGUARD INDEX FDS | $4.7M | 3.60% | 13,974 | Trimmed |
| 9 | DFAS | DIMENSIONAL ETF TRUST | $4.5M | 3.45% | 64,557 | Added |
| 10 | BSV | VANGUARD BD INDEX FDS | $4.5M | 3.43% | 56,654 | Added |
| 11 | AVUV | AMERICAN CENTY ETF TR | $4.0M | 3.07% | 39,234 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $4.0M | 3.06% | 74,216 | Trimmed |
| 13 | DFLV | DIMENSIONAL ETF TRUST | $3.8M | 2.93% | 111,639 | Added |
| 14 | IJR | ISHARES TR | $3.4M | 2.60% | 28,123 | Trimmed |
| 15 | SPHQ | INVESCO EXCHANGE TRADED FD T | $3.3M | 2.57% | 44,562 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $2.7M | 2.04% | 14,243 | Added |
| 17 | SCHO | SCHWAB STRATEGIC TR | $2.6M | 1.99% | 106,413 | Trimmed |
| 18 | AVRE | AMERICAN CENTY ETF TR | $2.3M | 1.75% | 52,381 | Trimmed |
| 19 | IVV | ISHARES TR | $2.3M | 1.74% | 3,313 | Trimmed |
| 20 | BIL | SPDR SERIES TRUST | $2.3M | 1.73% | 24,715 | Trimmed |
| 21 | IWM | ISHARES TR | $2.1M | 1.61% | 8,499 | Trimmed |
| 22 | VV | VANGUARD INDEX FDS | $1.9M | 1.45% | 6,015 | Trimmed |
| 23 | AAPL | APPLE INC | $1.7M | 1.30% | 6,239 | Added |
| 24 | VB | VANGUARD INDEX FDS | $1.4M | 1.09% | 5,516 | Trimmed |
| 25 | DFAE | DIMENSIONAL ETF TRUST | $1.4M | 1.07% | 42,863 | Added |
Source: SEC Form 13F filings · as of 2025-12-31