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DBK Financial Counsel, LLC - Portfolio Stock Holdings

DBK Financial Counsel, LLC disclosed 61 stock positions in a recent SEC 13F filing. $130,525,361 of stock holdings were filed, with the largest holdings including BILS, VEA, and SPY. This filing represented positions held on March 31, 2026, and was filed on June 3, 2026.

We estimate the fund has a total AUM of $199,476,254 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

61

Est. Stock Holding Value:

$130,525,361

Top Stock Holdings By Sector

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Portfolio Stock Holdings - DBK Financial Counsel, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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