DMKC Advisory Services, LLC

Est. AUM

$529.6M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$45.0M	570005	8.51%	SOLE
2	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$40.7M	817806	7.69%	SOLE
3	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$36.3M	229901	6.86%	SOLE
4	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$34.5M	145753	6.51%	SOLE
5	CAPITAL GROUP CONSERVATIVE E	SHS	$31.2M	951600	5.90%	SOLE
6	CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$30.1M	610433	5.68%	SOLE
7	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$25.4M	356354	4.79%	SOLE
8	VANGUARD INDEX FDS	TOTAL STK MKT	$17.0M	45993	3.21%	SOLE
9	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$14.9M	468762	2.81%	SOLE
10	VANGUARD WORLD FD	HEALTH CAR ETF	$12.3M	41280	2.33%	SOLE
11	VANGUARD INDEX FDS	SMALL CP ETF	$10.8M	35779	2.05%	SOLE
12	BANK OF AMER CORP	COM	$10.5M	185096	1.99%	SOLE
13	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.3M	14963	1.94%	SOLE
14	DEERE & CO	COM	$9.4M	14778	1.77%	SOLE
15	US BANCORP	COM NEW	$8.3M	136725	1.56%	SOLE
16	PRINCIPAL FINANCIAL GROUP IN	COM	$7.9M	72847	1.48%	SOLE
17	WELLS FARGO & CO	COM	$7.6M	91610	1.43%	SOLE
18	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$7.3M	82378	1.38%	SOLE
19	JOHNSON & JOHNSON	COM	$6.6M	26011	1.25%	SOLE
20	3M CO	COM	$6.3M	38701	1.18%	SOLE
21	MICROSOFT CORP	COM	$6.1M	16480	1.16%	SOLE
22	VANGUARD INDEX FDS	GROWTH ETF	$5.5M	64170	1.04%	SOLE
23	CUMMINS INC	COM	$5.5M	7746	1.04%	SOLE
24	STATE STR SPDR DOW JONES IND	UT SER 1	$5.1M	9828	0.97%	SOLE
25	GOLDMAN SACHS GROUP INC	COM	$4.9M	4818	0.92%	SOLE
26	STATE STR CORP	COM	$4.7M	27588	0.88%	SOLE
27	VANGUARD WORLD FD	UTILITIES ETF	$4.3M	22180	0.82%	SOLE
28	RTX CORPORATION	COM	$4.2M	22202	0.80%	SOLE
29	SYSCO CORP	COM	$4.2M	50338	0.79%	SOLE
30	JPMORGAN CHASE & CO	COM	$4.2M	12845	0.79%	SOLE
31	CAPITAL GROUP NEW GEOGRAPHY	SHS	$4.1M	110126	0.78%	SOLE
32	ABBOTT LABORATORIES	COM	$3.9M	43088	0.74%	SOLE
33	REALTY INCOME CORP	COM	$3.8M	62023	0.73%	SOLE
34	VANGUARD INDEX FDS	VALUE ETF	$3.7M	16809	0.69%	SOLE
35	AMRIZE LTD	SHS	$3.6M	67832	0.68%	SOLE
36	TARGET CORP	COM	$3.6M	27674	0.68%	SOLE
37	EXXON MOBIL CORP	COM	$3.6M	26176	0.68%	SOLE
38	BOEING CO	COM	$3.5M	16170	0.66%	SOLE
39	TOTALENERGIES SE	ACT	$3.5M	44466	0.65%	SOLE
40	SHELL PLC	SPON ADS	$3.4M	44190	0.65%	SOLE
41	LOCKHEED MARTIN CORP	COM	$3.3M	6550	0.63%	SOLE
42	PROCTER & GAMBLE CO	COM	$3.3M	22728	0.63%	SOLE
43	CHEVRON CORPORATION	COM	$3.3M	20074	0.63%	SOLE
44	FEDEX CORP	COM	$3.2M	10317	0.61%	SOLE
45	KIMBERLY-CLARK CORP	COM	$3.2M	29277	0.61%	SOLE
46	GENUINE PARTS CO	COM	$3.1M	26387	0.59%	SOLE
47	LOWES COS INC	COM	$3.1M	13971	0.58%	SOLE
48	PEPSICO INC	COM	$3.1M	22579	0.58%	SOLE
49	EATON CORP PLC	SHS	$3.0M	6996	0.56%	SOLE
50	DIAGEO PLC	SPON ADR NEW	$2.9M	36589	0.56%	SOLE

1–50 of 92

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.