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.
DMKC Advisory Services, LLC (CIK 1901337) reported $240.1M across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($10.9M, 4.53%), VHT ($9.7M, 4.04%), VOO ($8.8M, 3.68%), BAC ($8.7M, 3.62%), DE ($8.0M, 3.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $10.9M | 4.53% | 354,387 | Added |
| 2 | VHT | VANGUARD WORLD FD | $9.7M | 4.04% | 35,613 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $8.8M | 3.68% | 14,783 | Trimmed |
| 4 | BAC | BANK AMERICA CORP | $8.7M | 3.62% | 178,463 | Added |
| 5 | DE | DEERE & CO | $8.0M | 3.34% | 14,233 | Added |
| 6 | CAT | CATERPILLAR INC | $7.7M | 3.21% | 10,868 | Added |
| 7 | WFC | WELLS FARGO & CO | $7.1M | 2.95% | 88,887 | Added |
| 8 | USB | US BANCORP | $6.7M | 2.79% | 128,983 | Added |
| 9 | PFG | PRINCIPAL FINANCIAL GROUP IN | $6.6M | 2.73% | 72,811 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $6.0M | 2.52% | 24,744 | Added |
| 11 | MSFT | MICROSOFT CORP | $5.8M | 2.42% | 15,689 | Added |
| 12 | CMI | CUMMINS INC | $5.7M | 2.37% | 10,591 | Trimmed |
| 13 | MMM | 3M CO | $5.3M | 2.21% | 36,602 | Trimmed |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $4.9M | 2.02% | 22,572 | Added |
| 15 | VGK | VANGUARD INTL EQUITY INDEX F | $4.7M | 1.95% | 56,891 | Added |
| 16 | DIA | STATE STR SPDR DOW JONES IND | $4.6M | 1.90% | 9,828 | Hold |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $4.5M | 1.86% | 69,715 | Added |
| 18 | GS | GOLDMAN SACHS GROUP INC | $4.3M | 1.79% | 5,071 | Added |
| 19 | XOM | EXXON MOBIL CORP | $4.2M | 1.75% | 24,785 | Added |
| 20 | RTX | RTX CORPORATION | $4.1M | 1.73% | 21,479 | Added |
| 21 | VPU | VANGUARD WORLD FD | $3.9M | 1.64% | 19,905 | Added |
| 22 | TTFNF | TOTALENERGIES SE | $3.9M | 1.63% | 42,896 | Added |
| 23 | VTI | VANGUARD INDEX FDS | $3.9M | 1.62% | 12,088 | Added |
| 24 | SHEL | SHELL PLC | $3.8M | 1.59% | 41,008 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $3.8M | 1.58% | 12,907 | Added |
Source: SEC Form 13F filings · as of 2026-03-31