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13F holdings · Q2 2026

DMKC Advisory Services

Des Moines, IA · files as DMKC Advisory Services, LLC
Holdings as of Jun 30, 2026Filed Jul 7, 2026Next filing due Nov 16, 2026CIK 1901337

DMKC Advisory Services reported 92 stocks worth $530M in its 13F filing for Q2 2026, filed Jul 7, 2026. Its largest holdings are VCSH (8.5%), VUSB (7.7%) and VYM (6.9%). Compared with Q1 2026, the fund opened new positions in VCSH, CGNG and BA, added to VUSB, VYM and VIG and trimmed CMI, GS and STT.

Reported value$530M+120.6% vs last quarter
Stocks held928 new · 0 sold out
Top 5 weight35.5%fairly concentrated
Turnover57%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 7 qtrsHeld
1
VCSH
Vanguard Scottsdale Fds
$45M8.5%570KNew position1 of 7
2
VUSB
Van Ultra Shrt Bnd
$40.7M7.7%818K+812K (+13668%)2 of 7
3
VYM
Vanguard Whitehall Fds
$36.3M6.9%230K+228K (+13961%)4 of 7
4
VIG
Vanguard Dividend Appreciation ETF
$34.5M6.5%146K+123K (+546%)7 of 7
5
CGCV
Capital Group Conservative E
$31.2M5.9%952K+882K (+1271%)3 of 7
6
CGDV
Capital Group Dividend
$30.1M5.7%610K+566K (+1273%)5 of 7
7
VEA
Vanguard Tax-Managed Fds
$25.4M4.8%356K+287K (+411%)7 of 7
8
VTI
Vanguard Total Stock Market ETF
$17M3.2%46K+34K (+280%)7 of 7
9
SCHD
Schwab US Dividend Equity ETF
$14.9M2.8%469K+114K (+32%)7 of 7
10
VHT
Vanguard World FD
$12.3M2.3%41K+5,667 (+16%)7 of 7
🔒 82 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 7 quarters
$110MQ4 '24
$111MQ1 '25
$191MQ2 '25
$197MQ3 '25
$228MQ4 '25
$240MQ1 '26
$530MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Jul 7, 202613F-HRQ2 2026SEC filing ↗

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DMKC Advisory Services 13F FAQ

What does DMKC Advisory Services own?

DMKC Advisory Services reported 92 stocks worth $530M in its 13F filing for Q2 2026, filed Jul 7, 2026. Its largest holdings are VCSH (8.5%), VUSB (7.7%) and VYM (6.9%). The table above lists every position in the filing (the top 10 without an account).

What did DMKC Advisory Services buy and sell in Q2 2026?

Compared with Q1 2026: 8 new positions, 56 added to, 11 trimmed and 0 sold out. New positions include VCSH, CGNG and BA.

When will DMKC Advisory Services file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is DMKC Advisory Services's portfolio worth?

The Q2 2026 filing reports $530M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.