DKM Wealth Management
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DKM Wealth Management’s Rio Tinto RIO Stock Holding History

DKM Wealth Management’s Portfolio RIO Stock Details RIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$306K Hold
3,250
– – 0.19% 46
2026
Q2 		$309K Hold
3,250
– – 0.2% 47
2026
Q1 		$303K Hold
3,250
– – 0.22% 43
2025
Q4 		$260K Hold
3,250
– – 0.19% 51
2025
Q3 		$215K Buy
+3,250
New +$201K 0.17% 52
2025
Q2 		– Sell
-3,404
Closed -$204K – 58
2025
Q1 		$204K Hold
3,404
– – 0.2% 45
2024
Q4 		$200K Buy
+3,404
New +$217K 0.19% 48

Other funds holding RIO

Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

DKM Wealth Management's RIO Position: Q3 2026 in Review

DKM Wealth Management held its Rio Tinto (RIO) position steady in Q3 2026 at 3,250 shares worth $306K. The position accounts for 0.19% of the portfolio, ranked #46.

DKM Wealth Management first reported a position in RIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $309K in Q2 2026. 267 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • DKM Wealth Management held 3,250 shares of Rio Tinto worth $306K as of Q3 2026.
  • DKM Wealth Management left its Rio Tinto share count unchanged in Q3 2026.
  • Rio Tinto made up 0.19% of DKM Wealth Management's portfolio in Q3 2026, its #46 holding.
  • DKM Wealth Management first reported a position in Rio Tinto in Q4 2024 and has held it in 7 quarters since.
  • DKM Wealth Management's Rio Tinto position peaked at $309K in Q2 2026.
  • 267 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.