Institutional Manager · CIK 0001901337
DMKC Advisory Services, LLC
DES MOINES, IA · File #028-24749
Latest AUM
$227.9M
Positions
83
Top-10 Concentration
38.7%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 17,249 | $10.8M | 5.28% |
| 2 | BANK AMERICA CORP | 060505104 | 173,482 | $9.5M | 4.66% |
| 3 | VANGUARD WORLD FD | 92204A504 | 32,813 | $9.4M | 4.61% |
| 4 | SCHWAB STRATEGIC TR | 808524797 | 302,599 | $8.3M | 4.05% |
| 5 | WELLS FARGO CO NEW | 949746101 | 86,493 | $8.1M | 3.94% |
| 6 | MICROSOFT CORP | MSFT | 15,020 | $7.3M | 3.55% |
| 7 | US BANCORP DEL | USB-PS | 124,771 | $6.7M | 3.25% |
| 8 | DEERE & CO | DE | 13,946 | $6.5M | 3.17% |
| 9 | PRINCIPAL FINANCIAL GROUP IN | PFG | 72,835 | $6.4M | 3.14% |
| 10 | CATERPILLAR INC | CAT | 10,831 | $6.2M | 3.03% |
| 11 | 3M CO | MMM | 36,975 | $5.9M | 2.89% |
| 12 | CUMMINS INC | CMI | 10,791 | $5.5M | 2.69% |
| 13 | JOHNSON & JOHNSON | JNJ | 23,829 | $4.9M | 2.41% |
| 14 | VANGUARD SPECIALIZED FUNDS | 921908844 | 22,291 | $4.9M | 2.39% |
| 15 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 9,828 | $4.7M | 2.31% |
| 16 | GOLDMAN SACHS GROUP INC | GSCE | 4,946 | $4.3M | 2.12% |
| 17 | ABBOTT LABS | ABLZF | 33,228 | $4.2M | 2.03% |
| 18 | VANGUARD INTL EQUITY INDEX F | 922042874 | 49,598 | $4.1M | 2.03% |
| 19 | VANGUARD TAX-MANAGED FDS | 921943858 | 65,793 | $4.1M | 2.01% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 12,378 | $4.0M | 1.95% |