DBK Financial Counsel, LLC
Q1 2026 13F Holdings
- Locationcuyahoga falls, OH
- Num holdings
59
- Value ($000)
$132,074
- Date Filed 06/03/2026
- Form type13F-HR
- CIK 0001904822
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78468R523 | $17.13M | 13 % | 172,220 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $8.1M | 6 % | 126,416 | ||
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $7.69M | 6 % | 11,829 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.96M | 5 % | 10,327 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $5.69M | 4 % | 80,285 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $5.28M | 4 % | 135,444 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $4.79M | 4 % | 61,068 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $4.78M | 4 % | 67,173 | ||
DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $4.61M | 4 % | 129,154 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.45M | 3 % | 7,439 |
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