DMKC Advisory Services, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), DMKC Advisory Services, LLC reported 56 stock positions worth $110.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 6.5% of the portfolio, followed by Vanguard Health Care ETF (VHT, 5.0%) and Bank of America (BAC, 4.3%).
- Most Recent 13F
- Q2 2026
- Location
- DES MOINES, IA
- CIK
- 0001901337
- Portfolio Value
- $110.2M (Q4 2024)
- SEC Filing
- 0001085146-25-000783 ↗ filed Feb 5, 2025
Holdings Value
Holdings 56 stocks · $110.2M
| VOO Vanguard S&P 500 ETF | 6.52% | 13,341 | $7.2M | — |
| VHT Vanguard Health Care ETF | 5.00% | 21,729 | $5.5M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 4.33% | 108,660 | $4.8M | — |
| PFG Principal Financial Group | 4.27% | 60,749 | $4.7M | — |
| VPU Vanguard Utilities ETF | 4.11% | 27,719 | $4.5M | — |
| USB US Bancorp | 3.78% | 87,165 | $4.2M | — |
| WFC Wells Fargo & Co. | 3.61% | 56,679 | $4.0M | — |
| SCHD Schwab US DVD Equity ETF | 3.55% | 143,389 | $3.9M | — |
| MMM 3M Co. | 3.26% | 27,840 | $3.6M | — |
| JPM JPMorgan Chase & Co. | 2.36% | 10,840 | $2.6M | — |
| VIG Vanguard Dividend Apprec ETF | 2.27% | 12,773 | $2.5M | — |
| CAT Caterpillar Inc. | 2.25% | 6,829 | $2.5M | — |
| GS Goldman Sachs Group Inc. | 2.23% | 4,293 | $2.5M | — |
| AAPL Apple Inc. | 2.02% | 8,898 | $2.2M | — |
| EMR Emerson Electric Co. | 2.01% | 17,889 | $2.2M | — |
| DEO Diageo PLC-Sponsored ADR | 1.91% | 16,552 | $2.1M | — |
| STT State Street Corp. | 1.89% | 21,180 | $2.1M | — |
| RTX RTX Corp. | 1.86% | 17,753 | $2.1M | — |
| FDX FedEx Corp. | 1.83% | 7,165 | $2.0M | — |
| MSFT Microsoft Corp. | 1.83% | 4,781 | $2.0M | — |
| CMI Cummins Inc. | 1.79% | 5,674 | $2.0M | — |
| JGRW Jensen Quality Growth ETF | 1.74% | 74,119 | $1.9M | — |
| XOM Exxon Mobil Corp. | 1.74% | 17,843 | $1.9M | — |
| SHEL Shell PLC-ADR | 1.72% | 30,318 | $1.9M | — |
| LOW Lowe's Cos Inc. | 1.72% | 7,680 | $1.9M | — |
| PG The Procter & Gamble Co. | 1.72% | 11,297 | $1.9M | — |
| VEA Vanguard Ftse Developed ETF | 1.70% | 39,190 | $1.9M | — |
| DE Deere & Co. | 1.70% | 4,410 | $1.9M | — |
| OTIS Otis Worldwide Corp. | 1.69% | 20,116 | $1.9M | — |
| LMT Lockheed Martin Corp. | 1.67% | 3,787 | $1.8M | — |
| CVX Chevron Corp. | 1.63% | 12,380 | $1.8M | — |
| PEP Pepsico Inc. | 1.61% | 11,650 | $1.8M | — |
| KMB Kimberly-Clark Corp. | 1.59% | 13,403 | $1.8M | — |
| ABT Abbott Laboratories | 1.58% | 15,365 | $1.7M | — |
| SYY Sysco Corp. | 1.55% | 22,412 | $1.7M | — |
| MDT Medtronic PLC | 1.49% | 20,594 | $1.6M | — |
| TTE Totalenergies SE -Spon ADR | 1.44% | 29,074 | $1.6M | — |
| JNJ Johnson & Johnson | 1.43% | 10,930 | $1.6M | — |
| PFE Pfizer Inc. | 1.34% | 55,867 | $1.5M | — |
| TGT Target Corp. | 1.27% | 10,324 | $1.4M | — |
| C Citigroup Inc. | 1.26% | 19,707 | $1.4M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.99% | 3,760 | $1.1M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.81% | 3,714 | $892K | — |
| CASY Casey's General Stores Inc. | 0.43% | 1,200 | $475K | — |
| PAYX Paychex Inc. | 0.43% | 3,371 | $473K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 993 | $450K | — |
| NVDA Nvidia Corp. | 0.37% | 3,030 | $407K | — |
| IWF iShares Russell 1000 Growth | 0.35% | 964 | $387K | — |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.33% | 7,083 | $359K | — |
| VGK Vanguard Ftse Europe ETF | 0.32% | 5,567 | $353K | — |
| AMZN Amazon.com Inc. | 0.27% | 1,341 | $294K | — |
| COST Costco Wholesale Corp. | 0.23% | 278 | $255K | — |
| ABBV Abbvie Inc. | 0.22% | 1,335 | $237K | — |
| META Meta Platforms Inc. Class A | 0.20% | 379 | $222K | — |
| CRM Salesforce Inc. | 0.20% | 652 | $218K | — |
| GOOG Alphabet Inc. Class C | 0.19% | 1,078 | $205K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 92 | $529.6M | VCSH, VUSB, VYM, VIG, CGCV |
| Q1 2026 | 84 | $240.1M | SCHD, VHT, VOO, BAC, DE |
| Q4 2025 | 83 | $227.9M | VOO, BAC, VHT, SCHD, WFC |
| Q3 2025 | 75 | $197.1M | VOO, MSFT, BAC, VHT, WFC |
| Q2 2025 | 78 | $191.0M | MSFT, VOO, BAC, DE, WFC |
| Q1 2025 | 55 | $111.0M | VOO, VHT, PFG, VPU, BAC |
| Q4 2024 | 56 | $110.2M | VOO, VHT, BAC, PFG, VPU |