DHK Financial Advisors, Inc. 13F Holdings
CIK 0001922962 · PORTSMOUTH, NH
As of Jun 30, 2025, DHK Financial Advisors, Inc. reported 87 positions worth
CIK 0001922962 · PORTSMOUTH, NH
As of Jun 30, 2025, DHK Financial Advisors, Inc. reported 87 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 71,435 | $34.7M | 19.96% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 25 | 8.2M | 10.48% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 122,314 | 5.7M | 9.04% |
| SPDR GOLD TRUST | GQ9 | — | 29,804 | $9.1M | 5.22% |
| SPDR S&P 500 ETF TRUST | SPY | — | 10,782 | $6.7M | 3.84% |
| FIRST TRUST SENIOR LOAN FUND | FTSL | — | 100,979 | $4.6M | 2.66% |
| VANGUARD UTILITIES INDEX FUND | VPU | — | 22,366 | $3.9M | 2.27% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 42,738 | $3.5M | 2.01% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 8,625 | $3.0M | 1.74% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 43,738 | $2.9M | 1.69% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 33,394 | $2.8M | 1.60% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 60,367 | $2.6M | 1.48% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 26,666 | $2.5M | 1.44% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 56,123 | $2.4M | 1.37% |
| COLUMBIA ETF TR II | INCO | — | 32,763 | $2.1M | 1.22% |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | SDVY | — | 59,374 | $2.1M | 1.20% |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | CIBR | — | 24,001 | .8M | 1.04% |
| FRANKLIN FTSE INDIA ETF | FLIN | — | 45,513 | .8M | 1.04% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 3,164 | .7M | 1.00% |
| PAR TECHNOLOGY CORP | PAR | Technology | 24,362 | .7M | 0.97% |
| ISHARES FLOATING RATE BOND ETF | FLOT | — | 32,370 | .7M | 0.95% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 32,803 | .6M | 0.93% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 14,550 | .6M | 0.91% |
| T ROWE PRICE US EQUITY RESEARCH ETF | TSPA | — | 39,299 | .5M | 0.88% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 8,066 | .5M | 0.85% |