DHK Financial Advisors, Inc.

Est. AUM

$173.9M

13F long equity, this entity only

Positions

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$34.7M	71435	19.96%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL A	$18.2M	25	10.48%	SOLE
3	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$15.7M	122314	9.04%	SOLE
4	SPDR GOLD TR	GOLD SHS	$9.1M	29804	5.22%	SOLE
5	SPDR S&P 500 ETF TR	TR UNIT	$6.7M	10782	3.84%	SOLE
6	FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$4.6M	100979	2.66%	SOLE
7	VANGUARD WORLD FD	UTILITIES ETF	$3.9M	22366	2.27%	SOLE
8	WISDOMTREE TR	US QTLY DIV GRT	$3.5M	42738	2.01%	SOLE
9	ISHARES TR	RUSSELL 3000 ETF	$3.0M	8625	1.74%	SOLE
10	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.9M	43738	1.69%	SOLE
11	ISHARES TR	CORE MSCI EAFE	$2.8M	33394	1.60%	SOLE
12	SPDR SERIES TRUST	PORTFOLIO S&P600	$2.6M	60367	1.48%	SOLE
13	VANECK ETF TRUST	MRNGSTR WDE MOAT	$2.5M	26666	1.44%	SOLE
14	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$2.4M	56123	1.37%	SOLE
15	COLUMBIA ETF TR II	INDIA CONSMR ETF	$2.1M	32763	1.22%	SOLE
16	FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$2.1M	59374	1.20%	SOLE
17	FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$1.8M	24001	1.04%	SOLE
18	FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$1.8M	45513	1.04%	SOLE
19	INVESCO QQQ TR	UNIT SER 1	$1.7M	3164	1.00%	SOLE
20	PAR TECHNOLOGY CORP	COM	$1.7M	24362	0.97%	SOLE
21	ISHARES TR	FLTG RATE NT ETF	$1.7M	32370	0.95%	SOLE
22	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.6M	32803	0.93%	SOLE
23	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.6M	14550	0.91%	SOLE
24	T ROWE PRICE ETF INC	US EQUITY RESEAR	$1.5M	39299	0.88%	SOLE
25	ISHARES TR	MSCI USA QLT FCT	$1.5M	8066	0.85%	SOLE
26	SPDR SERIES TRUST	S&P CAP MKTS	$1.5M	10093	0.84%	SOLE
27	WISDOMTREE TR	EMG MKTS SMCAP	$1.5M	28200	0.84%	SOLE
28	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$1.4M	16964	0.83%	SOLE
29	ISHARES TR	MSCI INDIA SM CP	$1.3M	17102	0.76%	SOLE
30	PACER FDS TR	US CASH COWS 100	$1.3M	23761	0.75%	SOLE
31	VANECK ETF TRUST	INDIA GROWTH LDR	$1.3M	26694	0.74%	SOLE
32	ISHARES TR	MSCI CHINA ETF	$1.3M	23160	0.73%	SOLE
33	SOMNIGROUP INTERNATIONAL INC	COM	$1.2M	18013	0.71%	SOLE
34	ISHARES TR	MSCI USA VALUE	$1.2M	10572	0.69%	SOLE
35	VANECK ETF TRUST	SEMICONDUCTR ETF	$1.2M	4290	0.69%	SOLE
36	NVIDIA CORPORATION	COM	$1.2M	7394	0.67%	SOLE
37	VANECK ETF TRUST	URANIUM AND NUCL	$1.2M	10438	0.67%	SOLE
38	SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$1.1M	25481	0.65%	SOLE
39	MICROSOFT CORP	COM	$937K	1885	0.54%	SOLE
40	ARK ETF TR	AUTNMUS TECHNLGY	$930K	10425	0.53%	SOLE
41	LIMBACH HLDGS INC	COM	$882K	6294	0.51%	SOLE
42	JPMORGAN CHASE & CO.	COM	$850K	2931	0.49%	SOLE
43	ISHARES TR	CORE US AGGBD ET	$843K	8500	0.48%	SOLE
44	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$790K	8042	0.45%	SOLE
45	T ROWE PRICE ETF INC	GROWTH ETF	$789K	19528	0.45%	SOLE
46	VANGUARD BD INDEX FDS	INTERMED TERM	$770K	9950	0.44%	SOLE
47	API GROUP CORP	COM STK	$761K	14902	0.44%	SOLE
48	ARK ETF TR	NEXT GNRTN INTER	$679K	4602	0.39%	SOLE
49	APPLE INC	COM	$672K	3275	0.39%	SOLE
50	ISHARES INC	CORE MSCI EMKT	$654K	10887	0.38%	SOLE

1–50 of 87

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