DBK Financial Counsel, LLC
Q4 2025 13F Holdings
- Locationcuyahoga falls, OH
- Num holdings
59
- Value ($000)
$130,221
- Date Filed01/26/2026
- Form type13F-HR
- CIK0001904822
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78468R523 | $15.16M | 12 % | 152,749 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $9.86M | 8 % | 157,876 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $8.13M | 6 % | 11,926 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.45M | 5 % | 10,501 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $5.3M | 4 % | 71,519 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $5.17M | 4 % | 135,604 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.72M | 4 % | 7,522 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.69M | 4 % | 13,974 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $4.5M | 4 % | 64,557 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $4.46M | 3 % | 56,654 |
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