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.
DHK Financial Advisors, Inc. (CIK 1922962) reported $173.9M across 87 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: BRK/B ($34.7M, 19.96%), BRK/A ($18.2M, 10.48%), VT ($15.7M, 9.04%), GLD ($9.1M, 5.22%), SPY ($6.7M, 3.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.7M | 19.96% | 71,435 | Trimmed |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $18.2M | 10.48% | 25 | Hold |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | $15.7M | 9.04% | 122,314 | Added |
| 4 | GLD | SPDR GOLD TR | $9.1M | 5.22% | 29,804 | Added |
| 5 | SPY | SPDR S&P 500 ETF TR | $6.7M | 3.84% | 10,782 | Trimmed |
| 6 | FTSL | FIRST TR EXCHANGE-TRADED FD | $4.6M | 2.66% | 100,979 | Added |
| 7 | VPU | VANGUARD WORLD FD | $3.9M | 2.27% | 22,366 | Added |
| 8 | DGRW | WISDOMTREE TR | $3.5M | 2.01% | 42,738 | Added |
| 9 | IWV | ISHARES TR | $3.0M | 1.74% | 8,625 | Trimmed |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | $2.9M | 1.69% | 43,738 | Added |
| 11 | IEFA | ISHARES TR | $2.8M | 1.60% | 33,394 | Trimmed |
| 12 | SPSM | SPDR SERIES TRUST | $2.6M | 1.48% | 60,367 | Added |
| 13 | MOAT | VANECK ETF TRUST | $2.5M | 1.44% | 26,666 | Hold |
| 14 | SCHC | SCHWAB STRATEGIC TR | $2.4M | 1.37% | 56,123 | Added |
| 15 | INCO | COLUMBIA ETF TR II | $2.1M | 1.22% | 32,763 | Hold |
| 16 | SDVY | FIRST TR EXCHANGE-TRADED FD | $2.1M | 1.20% | 59,374 | Added |
| 17 | CIBR | FIRST TR EXCHANGE TRADED FD | $1.8M | 1.04% | 24,001 | Added |
| 18 | FLIN | FRANKLIN TEMPLETON ETF TR | $1.8M | 1.04% | 45,513 | Added |
| 19 | QQQ | INVESCO QQQ TR | $1.7M | 1.00% | 3,164 | Added |
| 20 | PAR | PAR TECHNOLOGY CORP | $1.7M | 0.97% | 24,362 | Hold |
| 21 | FLOT | ISHARES TR | $1.7M | 0.95% | 32,370 | Added |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $1.6M | 0.93% | 32,803 | Trimmed |
| 23 | VONG | VANGUARD SCOTTSDALE FDS | $1.6M | 0.91% | 14,550 | Trimmed |
| 24 | TSPA | T ROWE PRICE ETF INC | $1.5M | 0.88% | 39,299 | Trimmed |
| 25 | QUAL | ISHARES TR | $1.5M | 0.85% | 8,066 | Trimmed |
Source: SEC Form 13F filings · as of 2025-06-30