DBK Financial Counsel, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, DBK Financial Counsel, LLC held in its portfolio 58 assets valued at $130,221,348 (i.e. $130.22M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($17.41M), VANGUARD TAX-MANAGED FDS ($9.86M), and SPDR S&P 500 ETF TR ($8.13M).
The chart below shows the top 10 valuable assets, and the table below shows the top 58 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
DBK Financial Counsel, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 177464 | 17414237 | STATE STREET SPD |
| VANGUARD TAX-MANAGED FDS | 157876 | 9862504 | VAN FTSE DEV MKT |
| SPDR S&P 500 ETF TR | 11926 | 8132577 | TR UNIT |
| INVESCO QQQ TR | 10501 | 6450869 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 71519 | 5304564 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 135604 | 5167868 | INTL CORE EQT MK |
| VANGUARD INDEX FDS | 7522 | 4717272 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 13974 | 4685125 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 64557 | 4497686 | US SMALL CAP ETF |
| VANGUARD BD INDEX FDS | 56654 | 4464892 | SHORT TRM BOND |
| AMERICAN CENTY ETF TR | 39234 | 4001083 | US SML CP VALU |
| VANGUARD INTL EQUITY INDEX F | 74216 | 3989879 | FTSE EMR MKT ETF |
| DIMENSIONAL ETF TRUST | 111639 | 3819170 | US LARGE CAP VAL |
| ISHARES TR | 28123 | 3379860 | CORE S&P SCP ETF |
| INVESCO EXCHANGE TRADED FD T | 44562 | 3344376 | S&P500 QUALITY |
| NVIDIA CORPORATION | 14243 | 2656351 | COM |
| SCHWAB STRATEGIC TR | 106413 | 2593290 | SHT TM US TRES |
| AMERICAN CENTY ETF TR | 52381 | 2280145 | REAL ESTATE ETF |
| ISHARES TR | 3313 | 2269206 | CORE S&P500 ETF |
| ISHARES TR | 8499 | 2092114 | RUSSELL 2000 ETF |
| VANGUARD INDEX FDS | 6015 | 1893522 | LARGE CAP ETF |
| APPLE INC | 6239 | 1696078 | COM |
| VANGUARD INDEX FDS | 5516 | 1422852 | SMALL CP ETF |
| DIMENSIONAL ETF TRUST | 42863 | 1396048 | EMGR CRE EQT MNG |
| ISHARES TR | 24613 | 1346577 | MSCI EMG MKT ETF |
| ISHARES TR | 6272 | 1330103 | S&P 500 VAL ETF |
| AMERICAN CENTY ETF TR | 17075 | 1315116 | AVANTIS EMGMKT |
| VANGUARD SPECIALIZED FUNDS | 5704 | 1253625 | DIV APP ETF |
| ISHARES TR | 12737 | 1139466 | CORE MSCI EAFE |
| SPDR GOLD TR | 2807 | 1112442 | GOLD SHS |
| VANGUARD INDEX FDS | 12490 | 1105219 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 31645 | 1042386 | INTL SMALL CAP E |
| ALPHABET INC | 3035 | 952383 | CAP STK CL C |
| MICROSOFT CORP | 1776 | 858854 | COM |
| ISHARES INC | 12647 | 850131 | CORE MSCI EMKT |
| AMERICAN CENTY ETF TR | 7590 | 848465 | US EQT ETF |
| VANGUARD INDEX FDS | 1659 | 809446 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 24321 | 799918 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 17994 | 683772 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 25770 | 590164 | US REAL ESTATE E |
| AMERICAN CENTY ETF TR | 9830 | 573187 | EMERGING MKT VAL |
| VANECK ETF TRUST | 4911 | 558774 | JUNIOR GOLD MINE |
| AMAZON COM INC | 2305 | 532040 | COM |
| VANGUARD BD INDEX FDS | 6801 | 529689 | INTERMED TERM |
| ISHARES TR | 5105 | 491458 | RUS MID CAP ETF |
| ISHARES TR | 4898 | 470355 | MSCI EAFE ETF |
| ISHARES GOLD TR | 5517 | 447815 | ISHARES NEW |
| DIMENSIONAL ETF TRUST | 7150 | 425711 | US TARGETED VLU |
| EA SERIES TRUST | 15175 | 353578 | EA BRIDGEWAY OMN |
| DIMENSIONAL ETF TRUST | 8892 | 306418 | INTL CORE EQUITY |
| ALPHABET INC | 965 | 302045 | CAP STK CL A |
| AMERICAN CENTY ETF TR | 3195 | 300234 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 5045 | 251746 | INTERNATNAL VAL |
| CISCO SYS INC | 3097 | 238550 | COM |
| SCHWAB STRATEGIC TR | 7249 | 237405 | EMRG MKTEQ ETF |
| AMERICAN CENTY ETF TR | 3757 | 220686 | AVANTIS US SMALL |
| ARISTA NETWORKS INC | 1600 | 209648 | COM SHS |
| TESLA INC | 450 | 202374 | COM |
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