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DBK Financial Counsel, LLC

DBK Financial Counsel, LLC is an Investment Adviser institutional filer with the SEC under CIK 1904822, reporting 57 portfolio positions, with 16 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: OH
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-13

Top 10 portfolio positions

The largest reported holdings in DBK Financial Counsel, LLC's most recent 13F filing, ranked by reported market value.

  1. SPDR SERIES TRUST (BILS)
  2. STATE STR SPDR S&P 500 ETF T (SPY)
  3. INVESCO QQQ TR (QQQ)
  4. VANGUARD TAX-MANAGED FDS (VEA)
  5. DIMENSIONAL ETF TRUST (DFUS)
  6. DIMENSIONAL ETF TRUST (DFLV)
  7. DIMENSIONAL ETF TRUST (DFAS)
  8. DIMENSIONAL ETF TRUST (DFAI)
  9. AMERICAN CENTY ETF TR (AVUV)
  10. INVESCO EXCHANGE TRADED FD T (SPHQ)
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