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Portfolio (Quarterly) Guide ↗

BAM Wealth Management, LLC

· CIK 0002093649
13F Portfolio $138M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 158 New
Page 4 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VMBS VANGUARD SCOTTSDALE FDS 13,504.0 $636K 0.46% NEW $47.08 -1.2%
62 PG PROCTER AND GAMBLE CO Consumer Defensive 4,388.0 $629K 0.46% NEW $143.31 -0.6%
63 MO ALTRIA GROUP INC Consumer Defensive 10,173.0 $587K 0.42% NEW $57.66 +27.8%
64 EFV ISHARES TR 8,093.0 $578K 0.42% NEW $71.41 +10.6%
65 MGC VANGUARD WORLD FD 2,298.0 $577K 0.42% NEW $251.17 +8.8%
66 SPTS SPDR SERIES TRUST 19,547.0 $572K 0.41% NEW $29.28 -0.9%
67 HYS PIMCO ETF TR 5,936.0 $563K 0.41% NEW $94.82 -1.5%
68 PANW PALO ALTO NETWORKS INC Technology 2,995.0 $552K 0.40% NEW $184.20 +37.3%
69 QUAL ISHARES TR 2,693.0 $535K 0.39% NEW $198.62 +7.1%
70 FIXD FIRST TR EXCHNG TRADED FD VI 11,608.0 $514K 0.37% NEW $44.32 -2.4%
71 IJR ISHARES TR 4,087.0 $491K 0.35% NEW $120.18 +13.4%
72 LMBS FIRST TR EXCHANGE-TRADED FD 9,600.0 $480K 0.35% NEW $49.99 -0.7%
73 VGIT VANGUARD SCOTTSDALE FDS 7,946.0 $476K 0.34% NEW $59.93 -2.0%
74 OEF ISHARES TR 1,384.0 $475K 0.34% NEW $342.97 +8.0%
75 VGLT VANGUARD SCOTTSDALE FDS 8,499.0 $474K 0.34% NEW $55.80 -3.4%
76 XMHQ INVESCO EXCHANGE TRADED FD T 4,629.0 $474K 0.34% NEW $102.42 +5.0%
77 MU MICRON TECHNOLOGY INC Technology 1,559.0 $445K 0.32% NEW $285.38 +167.1%
78 JCPB J P MORGAN EXCHANGE TRADED F 9,367.0 $444K 0.32% NEW $47.35 -1.6%
79 APP APPLOVIN CORP Technology 642.0 $433K 0.31% NEW $673.82 -27.9%
80 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 886.0 $432K 0.31% NEW $487.25 +15.7%
Page 4 of 8  ·  158 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 39.9%
Healthcare 15.8%
Financial Services 10.8%
Communication Services 9.1%
Consumer Cyclical 8.7%
Industrials 8.4%
Consumer Defensive 5.0%
Basic Materials 1.5%
Real Estate 0.8%