Institutional Fund
Dmkc Advisory Services, LLC
Des Moines, IACIK 19013375 filings on record
Portfolio Value
$240.08M
Q1 2026
Holdings
84
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+5.4%
from $227.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr4.5%
- Vanguard World Fd4.0%
- Vanguard Index Fds3.7%
- Bank America Corp3.6%
- Deere & Co3.3%
- Caterpillar Inc3.2%
- Other77.6%
Portfolio Holdings
84 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 354.4K | $10.87M | 4.5% | +51.8K | Added |
| 2 | Vanguard World Fd | 35.6K | $9.70M | 4.0% | +2.8K | Added |
| 3 | Vanguard Index Fds | 14.8K | $8.83M | 3.7% | −2.5K | Reduced |
| 4 | Bank America Corp | 178.5K | $8.70M | 3.6% | +5.0K | Added |
| 5 | Deere & Co | 14.2K | $8.02M | 3.3% | +287 | Added |
| 6 | Caterpillar Inc | 10.9K | $7.70M | 3.2% | +37 | Added |
| 7 | Wells Fargo Co New | 88.9K | $7.08M | 2.9% | +2.4K | Added |
| 8 | Us Bancorp Del | 129.0K | $6.71M | 2.8% | +4.2K | Added |
| 9 | Principal Financial Group In | 72.8K | $6.56M | 2.7% | −24 | Reduced |
| 10 | Johnson & Johnson | 24.7K | $6.05M | 2.5% | +915 | Added |
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