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Showing Q2 2025 data
HedgeTrack has imported Q4 2025 data overall, but DHK Financial Advisors, Inc.'s latest available filing here is Q2 2025.
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
Other91.8%
ETF3.8%
Technology2.4%
Financial0.9%
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 2023Q3 2023Q2 2023Q1 2023Q4 2022