DBK Financial Counsel, LLC: 13F holdings
CIK 19048222026Q2
| Positions | 56 |
|---|---|
| Reported value | $119.2m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPDR SERIES TRUST | 132,170 | $13.1m | 11.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 11,829 | $8.8m | 7.4% |
| VEA VANGUARD TAX-MANAGED FDS | 108,103 | $7.7m | 6.5% |
| QQQ INVESCO QQQ TR | 10,327 | $7.6m | 6.4% |
| DFUS DIMENSIONAL ETF TRUST | 77,607 | $6.4m | 5.3% |
| DIMENSIONAL ETF TRUST | 62,489 | $5.1m | 4.3% |
| WSBC DIMENSIONAL ETF TRUST | 127,313 | $5.0m | 4.2% |
| DFAI DIMENSIONAL ETF TRUST | 111,595 | $4.6m | 3.9% |
| AVUV AMERICAN CENTY ETF TR | 34,656 | $4.3m | 3.6% |
| IJR ISHARES TR | 25,701 | $3.8m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1904822")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.