Kathleen Halliwell

Dmkc Advisory Services, Llc

Assets Managed

$529.626M

Holdings

Last Quarter

2026 - Q2

Filed Date

7d ago

Growth Rate

120.61%(2Q avg: 62.99%)

Sustained Growth

6 quarters

Portfolio positions

This chart displays the top 10 holdings in Dmkc Advisory Services, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 92 positions.

Assets under management

The assets under management (AUM) of Dmkc Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 529.626M in assets, with a quarterly growth rate of 120.61% and a 2-quarter average growth rate of 62.99%. The portfolio is managed by Kathleen Halliwell, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VCSH Vanguard S T Corp Bond Etf Recent Activity New Position	8.51%	$45.048M 570,005 shares@ $79.04 avg price	New Position
VUSB Vanguard Ultra Short Bond Et Recent Activity Increased 13667.78%	7.69%	$40.71M 817,806 shares@ $49.78 avg price	Increased 13667.78%
VYM Vanguard High Dvd Yield Etf Recent Activity Increased 13961.23%	6.86%	$36.331M 229,901 shares@ $158.03 avg price	Increased 13961.23%
VIG Vanguard Dividend Apprec Etf Recent Activity Increased 545.73%	6.52%	$34.488M 145,753 shares@ $236.62 avg price	Increased 545.73%
CGCV Cap Group Conservative Eq Recent Activity Increased 1271.19%	5.9%	$31.232M 951,600 shares@ $32.82 avg price	Increased 1271.19%
CGDV Cap Group Dividend Value Recent Activity Increased 1272.75%	5.68%	$30.082M 610,433 shares@ $49.29 avg price	Increased 1272.75%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 411.16%	4.8%	$25.39M 356,354 shares@ $71.25 avg price	Increased 411.16%
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 280.49%	3.22%	$17.019M 45,993 shares@ $370.05 avg price	Increased 280.49%
SCHD Schwab Us Dvd Equity Etf Recent Activity Increased 32.28%	2.81%	$14.864M 468,762 shares@ $31.71 avg price	Increased 32.28%
VHT Vanguard Health Care Etf Recent Activity Increased 15.92%	2.34%	$12.343M 41,280 shares@ $299.01 avg price	Increased 15.92%

1-10 of 92