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Showing Q2 2025 data
DHK Financial Advisors, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
DHK Financial Advisors, Inc.
•CIK: 1922962•Filing: Q2 2025
DHK Financial Advisors, Inc. manages $174M across a diversified portfolio of 87 positions. The fund exhibits a significant allocation to Berkshire Hathaway, with combined holdings in BRK/B and BRK/A totaling $52.9M. Notable secondary concentrations include Vanguard Total World Stock ETF (VT) at $15.7M and iShares MSCI Global Quality ETF (GQ9) at $9.1M. This structure suggests a core conviction in established, blue-chip value names alongside broad global equity exposure.
Total AUM
$173.9M
QoQ Performance
-4.6%
Positions
54
Top 10 Concentration
58.9%
Latest Filing
Q2 2025
Top Holdings Allocation
BRK/B
BRK/A
VT
GQ9
BRK/B20.0%
BRK/A10.5%
VT9.0%
GQ95.2%
SPY3.8%
FTSL2.7%
VPU2.3%
DGRW2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.3%
Financial31.4%
ETF3.8%
Technology2.4%
Consumer0.8%
Materials0.3%
🚪 Exited Positionssold since Q1 2025
Changes from Q1 2025
NEW2 new positions
↑37 increased
↓27 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023