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Portfolio (Quarterly) Guide ↗

BAM Wealth Management, LLC

· CIK 0002093649
13F Portfolio $134M AUM 251 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 53 Added 69 Reduced 29 Exited
Page 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRK MERCK & CO INC Healthcare 1,966.0 $236K 0.18% -293.0 -13.0% $120.29 -3.7%
62 JIRE J P MORGAN EXCHANGE TRADED F 3,086.0 $234K 0.17% -392.0 -11.3% $75.74 +6.7%
63 UBER UBER TECHNOLOGIES INC Technology 3,231.0 $232K 0.17% -75.0 -2.3% $71.93 +3.7%
64 PANW PALO ALTO NETWORKS INC Technology 1,427.0 $229K 0.17% -2K -52.4% $160.32 +57.8%
65 AGG ISHARES TR 2,113.0 $210K 0.16% -1K -34.6% $99.27 -0.9%
66 SPG SIMON PPTY GROUP INC NEW Real Estate 1,112.0 $207K 0.15% -14.0 -1.2% $186.53 +9.4%
67 JPM JPMORGAN CHASE & CO Financial Services 704.0 $207K 0.15% -58.0 -7.6% $294.12 +3.0%
68 PWR QUANTA SVCS INC Industrials 377.0 $207K 0.15% -123.0 -24.6% $549.02 +29.3%
69 BINC BLACKROCK ETF TRUST II 3,913.0 $203K 0.15% -572.0 -12.8% $51.93 +0.5%
Page 4 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.8%
Healthcare 14.4%
Financial Services 10.6%
Communication Services 8.3%
Industrials 8.1%
Consumer Defensive 7.5%
Consumer Cyclical 6.8%
Basic Materials 2.8%
Energy 2.5%
Real Estate 1.3%