DHK Financial Advisors, Inc. current holdings: USA Stocks
DHK Financial Advisors, Inc. reported $0.06 billion in share positions in stocks (listed in the US), 29 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are BRKB, GLD, PAR.
- BRKB: Country of operation —; Class CL B NEW; Shares 71,435; Value $34,700,980.
- GLD: Country of operation United States; Class GOLD SHS; Shares 29,804; Value $9,085,153.
- PAR: Country of operation United States; Class COM; Shares 24,362; Value $1,689,992.
- SGI: Country of operation United States; Class COM; Shares 18,013; Value $1,225,810.
Form 13F-HR as filed (SEC CIK 1922962): quarter ended 2025-06-30, filed 2025-08-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 71,435 | $34,700,980 | 58.20% | 2025-06-30 | 2025-08-14 | |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 29,804 | $9,085,153 | 15.24% | 2025-06-30 | 2025-08-14 | +25.61% |
|---|
PAR
PAR TECHNOLOGY CORP | United States | COM | 24,362 | $1,689,992 | 2.83% | 2025-06-30 | 2025-08-14 | -80.52% |
|---|
SGI
SOMNIGROUP INTERNATIONAL INC | United States | COM | 18,013 | $1,225,810 | 2.06% | 2025-06-30 | 2025-08-14 | -8.51% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 7,394 | $1,168,228 | 1.96% | 2025-06-30 | 2025-08-14 | +43.81% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 1,885 | $937,466 | 1.57% | 2025-06-30 | 2025-08-14 | +2.32% |
|---|
LMB
LIMBACH HLDGS INC | United States | COM | 6,294 | $881,789 | 1.48% | 2025-06-30 | 2025-08-14 | -65.77% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 2,931 | $849,697 | 1.42% | 2025-06-30 | 2025-08-14 | +15.55% |
|---|
APG
API GROUP CORP | United States | COM STK | 14,902 | $760,747 | 1.28% | 2025-06-30 | 2025-08-14 | +13.87% |
|---|
AAPL
APPLE INC | United States | COM | 3,275 | $672,002 | 1.13% | 2025-06-30 | 2025-08-14 | |
|---|
GTX
GARRETT MOTION INC | | COM | 58,267 | $612,386 | 1.03% | 2025-06-30 | 2025-08-14 | +149.67% |
|---|
PBPB
POTBELLY CORP | United States | COM | 47,652 | $583,737 | 0.98% | 2025-06-30 | 2025-08-14 | |
|---|
LYV
LIVE NATION ENTERTAINMENT IN | United States | COM | 3,605 | $545,364 | 0.91% | 2025-06-30 | 2025-08-14 | +13.09% |
|---|
AMZN
AMAZON COM INC | United States | COM | 2,415 | $529,827 | 0.89% | 2025-06-30 | 2025-08-14 | +12.43% |
|---|
V
VISA INC | United States | COM CL A | 1,462 | $515,737 | 0.86% | 2025-06-30 | 2025-08-14 | +3.05% |
|---|
CRH
CRH PLC | | ORD | 5,501 | $504,992 | 0.85% | 2025-06-30 | 2025-08-14 | -7.92% |
|---|
AVGO
BROADCOM INC | United States | COM | 1,756 | $484,041 | 0.81% | 2025-06-30 | 2025-08-14 | +28.82% |
|---|
DFH
DREAM FINDERS HOMES INC | United States | COM CL A | 17,780 | $446,811 | 0.75% | 2025-06-30 | 2025-08-14 | -56.23% |
|---|
SLV
ISHARES SILVER TR | United States | ISHARES | 13,270 | $435,389 | 0.73% | 2025-06-30 | 2025-08-14 | +69.09% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,464 | $434,315 | 0.73% | 2025-06-30 | 2025-08-14 | +93.45% |
|---|
NRP
NATURAL RESOURCE PARTNERS L | United States | COM UNIT LTD PAR | 4,404 | $420,626 | 0.71% | 2025-06-30 | 2025-08-14 | +15.41% |
|---|
RSSS
RESEARCH SOLUTIONS INC | United States | COM | 118,761 | $340,844 | 0.57% | 2025-06-30 | 2025-08-14 | -25.44% |
|---|
WMT
WALMART INC | United States | COM | 3,249 | $301,913 | 0.51% | 2025-06-30 | 2025-08-14 | +9.22% |
|---|
RELY
REMITLY GLOBAL INC | United States | COM | 14,425 | $270,757 | 0.45% | 2025-06-30 | 2025-08-14 | +14.38% |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 2,767 | $269,976 | 0.45% | 2025-06-30 | 2025-08-14 | +232.71% |
|---|
META
META PLATFORMS INC | United States | CL A | 338 | $249,723 | 0.42% | 2025-06-30 | 2025-08-14 | +0.09% |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 245 | $242,535 | 0.41% | 2025-06-30 | 2025-08-14 | -6.60% |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 2,584 | $235,740 | 0.40% | 2025-06-30 | 2025-08-14 | +8.61% |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 40 | $231,570 | 0.39% | 2025-06-30 | 2025-08-14 | -29.90% |
|---|
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