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Daniel Miladinovich

Dkm Wealth Management, Inc.

Assets Managed
$138.715M
Holdings
76
Last Quarter
2026 - Q1
Filed Date
2mo 1d ago
Growth Rate
3.48%(2Q avg: 5.54%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Dkm Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Dkm Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 138.715M in assets, with a quarterly growth rate of 3.48% and a 2-quarter average growth rate of 5.54%. The portfolio is managed by Daniel Miladinovich, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TBLD
Thornburg Income Builder Opp
Recent Activity
Increased 1.22%
14.71%
$20.396M
964,573 shares@ $21.15 avg price
XSORX
Source Capital Inc
Recent Activity
Increased 2.24%
10.07%
$13.963M
301,449 shares@ $46.32 avg price
TCAF
T Rowe Prc Cap Appreciation
Recent Activity
Decreased -6.8%
9.83%
$13.63M
382,975 shares@ $35.6 avg price
GRNY
Fndstrt Grnny Shots Us Lrg
Recent Activity
Increased 9.92%
8.26%
$11.452M
479,752 shares@ $23.88 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.77%
5.35%
$7.408M
11,341 shares@ $653.21 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 1.2%
5.05%
$7M
49,147 shares@ $142.43 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.29%
4.2%
$5.825M
22,951 shares@ $253.79 avg price
SYLD
Cambria Shareholder Yield Et
Recent Activity
Increased 0.38%
3.96%
$5.485M
72,737 shares@ $75.42 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.24%
3.4%
$4.707M
8,156 shares@ $577.19 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
3.4%
$4.706M
14,669 shares@ $320.82 avg price

1-10 of 76