DBK Financial Counsel, LLC
Q2 2026 13F Holdings
- Locationcuyahoga falls, OH
- Num holdings
56
- Value ($000)
$119,192
- Date Filed 07/21/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | ST STR BL 12 ETF | 78468R523 | $13.14M | 11 % | 132,170 | ||
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $8.83M | 7 % | 11,829 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $7.7M | 7 % | 108,103 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.6M | 6 % | 10,327 | ||
DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | $6.36M | 5 % | 77,607 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $5.15M | 4 % | 62,489 | ||
DIMENSIONAL ETF TRUST | US LARG VALU ETF | 25434V666 | $5.03M | 4 % | 127,313 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $4.6M | 4 % | 111,595 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $4.32M | 4 % | 34,656 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $3.81M | 3 % | 25,701 |
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