Dhk Financial Advisors, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001922962

Type: FundHoldings: 90Value: $182.3MLatest: 2025Q1

DHK Financial Advisors, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 90 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "GTX",
  null,
  "MCHI",
  null,
  null,
  "VONG",
  null,
  "GOOGL",
  null,
  "APG",
  "AVGO",
  null,
  null,
  "LMB",
  null,
  null,
  null,
  null,
  null,
  "META",
  "PBPB",
  "RSSS",
  null,
  null,
  null,
  "LRCX",
  "MMC",
  null,
  null,
  "MSFT",
  "TMUS",
  null,
  null,
  null,
  "PEP",
  "IEMG",
  null,
  "AAPL",
  "SPY",
  null,
  "NVDA",
  null,
  "RELY",
  null,
  "IEFA",
  "SPDW",
  "GLD",
  null,
  "BIV",
  "SCHW",
  "VWO",
  "VSS",
  null,
  "IWV",
  null,
  null,
  null,
  null,
  "NRP",
  "DFH",
  "IWN",
  null,
  null,
  "GTN",
  null,
  "AMZN",
  null,
  null,
  "VEU",
  "VT",
  null,
  "V",
  null,
  null,
  "PAR",
  "SCHA",
  "LYV",
  null,
  null,
  null,
  "BRK-A",
  "BRK-B",
  "COST",
  "CRH",
  "EFA",
  "QQQ",
  "IWM",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 90
Total Value: 182319567
Accession Number: 0001951757-25-000296
Form Type: 13F-HR
CIK: dhk-financial-advisors
Manager Name: Dhk-Financial-Advisors

Data Enrichment

54% identified

49 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

90 positions • $182.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:71.4K

Value:$38.0M

% of Portfolio:20.9% ($38.0M/$182.3M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:25

Value:$20.0M

% of Portfolio:10.9% ($20.0M/$182.3M)

922042742

VT|922042742

Shares:122.0K

Value:$14.1M

% of Portfolio:7.8% ($14.1M/$182.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:18.6K

Value:$10.4M

% of Portfolio:5.7% ($10.4M/$182.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:28.7K

Value:$8.3M

% of Portfolio:4.5% ($8.3M/$182.3M)

464287689

IWV|464287689

Shares:19.9K

Value:$6.3M

% of Portfolio:3.5% ($6.3M/$182.3M)

92204A876

Shares:19.3K

Value:$3.3M

% of Portfolio:1.8% ($3.3M/$182.3M)

464287465

EFA|464287465

Shares:35.4K

Value:$2.9M

% of Portfolio:1.6% ($2.9M/$182.3M)

92206C714

Shares:33.9K

Value:$2.8M

% of Portfolio:1.5% ($2.8M/$182.3M)

87283Q503

Shares:78.6K

Value:$2.8M

% of Portfolio:1.5% ($2.8M/$182.3M)

46432F339

QUAL|46432F339

Shares:16.1K

Value:$2.8M

% of Portfolio:1.5% ($2.8M/$182.3M)

92206C680

VONG|92206C680

Shares:29.1K

Value:$2.7M

% of Portfolio:1.5% ($2.7M/$182.3M)

922042775

VEU|922042775

Shares:43.7K

Value:$2.7M

% of Portfolio:1.5% ($2.7M/$182.3M)

33738D309

Shares:56.4K

Value:$2.6M

% of Portfolio:1.4% ($2.6M/$182.3M)

46432F842

IEFA|46432F842

Shares:33.5K

Value:$2.5M

% of Portfolio:1.4% ($2.5M/$182.3M)

78468R853

Shares:60.1K

Value:$2.4M

% of Portfolio:1.3% ($2.4M/$182.3M)

92189F643

Shares:26.7K

Value:$2.3M

% of Portfolio:1.3% ($2.3M/$182.3M)

808524888

Shares:56.0K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$182.3M)

33741X102

Shares:59.2K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$182.3M)

19762B707

Shares:32.8K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$182.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	71.4K	QoQ +0.28% (+200) YoY NEW(+71.4K)	All Managers (Combined)	$38.0M	20.9% ($38.0M/$182.3M)	QoQ +17.82% (+$5.8M) YoY NEW(+$38.0M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	25	QoQ 0.00% (+0) YoY NEW(+25)	All Managers (Combined)	$20.0M	10.9% ($20.0M/$182.3M)	QoQ +17.25% (+$2.9M) YoY NEW(+$20.0M)
(VTcusip922042742)	122.0K	QoQ -13.72% (-19.4K) YoY -27.98% (-47.4K)	All Managers (Combined)	$14.1M	7.8% ($14.1M/$182.3M)	QoQ -14.84% (-$2.5M) YoY -24.43% (-$4.6M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	18.6K	QoQ +91.85% (+8.9K) YoY +648.02% (+16.1K)	All Managers (Combined)	$10.4M	5.7% ($10.4M/$182.3M)	QoQ +83.06% (+$4.7M) YoY +699.94% (+$9.1M)
SPDR GOLD TRUST(GLDcusip78463V107)	28.7K	QoQ +4.08% (+1.1K) YoY +11.08% (+2.9K)	All Managers (Combined)	$8.3M	4.5% ($8.3M/$182.3M)	QoQ +23.86% (+$1.6M) YoY +55.59% (+$3.0M)
(IWVcusip464287689)	19.9K	QoQ +76.83% (+8.6K) YoY NEW(+19.9K)	All Managers (Combined)	$6.3M	3.5% ($6.3M/$182.3M)	QoQ +68.04% (+$2.6M) YoY NEW(+$6.3M)
(cusip92204A876)✕	19.3K	QoQ +0.72% (+139) YoY +3.14% (+589)	All Managers (Combined)	$3.3M	1.8% ($3.3M/$182.3M)	QoQ +5.28% (+$165.5K) YoY +23.57% (+$629.2K)
(EFAcusip464287465)	35.4K	QoQ -1.04% (-374) YoY +255.72% (+25.4K)	All Managers (Combined)	$2.9M	1.6% ($2.9M/$182.3M)	QoQ +6.96% (-$188.4K) YoY +264.07% (+$2.1M)
(cusip92206C714)✕	33.9K	QoQ +100.00% (+17.0K) YoY NEW(+33.9K)	All Managers (Combined)	$2.8M	1.5% ($2.8M/$182.3M)	QoQ +103.17% (+$1.4M) YoY NEW(+$2.8M)
(cusip87283Q503)✕	78.6K	QoQ +100.00% (+39.3K) YoY NEW(+78.6K)	All Managers (Combined)	$2.8M	1.5% ($2.8M/$182.3M)	QoQ +90.20% (+$1.3M) YoY NEW(+$2.8M)
(QUALcusip46432F339)	16.1K	QoQ +100.00% (+8.1K) YoY NEW(+16.1K)	All Managers (Combined)	$2.8M	1.5% ($2.8M/$182.3M)	QoQ +91.92% (+$1.3M) YoY NEW(+$2.8M)
(VONGcusip92206C680)	29.1K	QoQ +100.00% (+14.6K) YoY NEW(+29.1K)	All Managers (Combined)	$2.7M	1.5% ($2.7M/$182.3M)	QoQ +79.65% (+$1.2M) YoY NEW(+$2.7M)
(VEUcusip922042775)	43.7K	QoQ 0.00% (+2) YoY +32.02% (+10.6K)	All Managers (Combined)	$2.7M	1.5% ($2.7M/$182.3M)	QoQ +5.66% (+$142.3K) YoY +36.54% (+$710.0K)
(cusip33738D309)✕	56.4K	QoQ +1.72% (+958) YoY +7.59% (+4.0K)	All Managers (Combined)	$2.6M	1.4% ($2.6M/$182.3M)	QoQ +0.43% (+$11.0K) YoY +6.28% (+$152.3K)
(IEFAcusip46432F842)	33.5K	QoQ NEW(+33.5K) YoY NEW(+33.5K)	All Managers (Combined)	$2.5M	1.4% ($2.5M/$182.3M)	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
(cusip78468R853)✕	60.1K	QoQ +0.36% (-220) YoY +1.43% (-848)	All Managers (Combined)	$2.4M	1.3% ($2.4M/$182.3M)	QoQ -8.92% (-$240.1K) YoY -3.94% (-$100.5K)
(cusip92189F643)✕	26.7K	QoQ -56.29% (-34.4K) YoY -68.40% (-57.7K)	All Managers (Combined)	$2.3M	1.3% ($2.3M/$182.3M)	QoQ -58.52% (-$3.3M) YoY -69.07% (-$5.2M)
(cusip808524888)✕	56.0K	QoQ 0.00% (+0) YoY NEW(+56.0K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$182.3M)	QoQ +4.51% (+$86.8K) YoY NEW(+$2.0M)
(cusip33741X102)✕	59.2K	QoQ +0.47% (-279) YoY +1.37% (-800)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$182.3M)	QoQ -5.61% (-$118.5K) YoY -1.95% (-$39.7K)
(cusip19762B707)✕	32.8K	QoQ 0.00% (-0) YoY -7.64% (-2.7K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$182.3M)	QoQ -7.60% (-$160.5K) YoY -14.11% (-$320.4K)