DHK Financial Advisors, Inc.
CIK: 0001922962SEC EDGAR →
Portfolio Value
$173.9M
Holdings
87
As of
Q2 2025
New Positions
2
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 71,435 | $34.7M | 19.96% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 25 | $18.2M | 10.48% |
| 3 | VANGUARD INTL EQUITY INDEX F | 122,314 | $15.7M | 9.04% |
| 4 | SPDR GOLD TR | 29,804 | $9.1M | 5.22% |
| 5 | SPDR S&P 500 ETF TR | 10,782 | $6.7M | 3.84% |
| 6 | FIRST TR EXCHANGE-TRADED FD | 100,979 | $4.6M | 2.66% |
| 7 | VANGUARD WORLD FD | 22,366 | $3.9M | 2.27% |
| 8 | WISDOMTREE TR | 42,738 | $3.5M | 2.01% |
| 9 | ISHARES TR | 8,625 | $3.0M | 1.74% |
| 10 | VANGUARD INTL EQUITY INDEX F | 43,738 | $2.9M | 1.69% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $92.0M | 52.9% |
| Unknown | 9 | $69.5M | 39.9% |
| Technology | 9 | $6.3M | 3.6% |
| Consumer Cyclical | 5 | $2.3M | 1.3% |
| Industrials | 2 | $1.6M | 0.9% |
| Communication Services | 3 | $1.2M | 0.7% |
| Consumer Defensive | 2 | $544K | 0.3% |
| Energy | 1 | $421K | 0.2% |