DMKC Advisory Services, LLC
•CIK: 1901337•Filing: Q4 2025
**DMKC Advisory Services, LLC** manages $228M across 83 positions, exhibiting a diversified yet concentrated approach. Top holdings reveal significant allocations to core market indices and financial institutions, notably VOO at $10.8M and BAC at $9.5M. Further concentration is evident in VHT ($9.4M) and SCHD ($8.3M), suggesting a focus on established, dividend-oriented, and broad-market equity exposure. This portfolio structure balances large-cap stability with targeted sector exposure across its top ten names.
Total AUM
$227.9M
QoQ Performance
+15.6%
Positions
72
Top 10 Concentration
34.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO4.7%
BAC4.2%
VHT4.1%
SCHD3.6%
WFC3.5%
MSFT3.2%
USB2.9%
DE2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.8%
Industrial12.3%
Financial12.0%
Healthcare6.2%
ETF4.9%
Technology4.6%
Consumer1.6%
Real Estate1.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW9 new positions
↑56 increased
↓5 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024