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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 5 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XMHQ INVESCO EXCHANGE TRADED FD T 4,128.0 $427K 0.32% -501.0 -10.8% $103.37 +4.0%
82 SHLD GLOBAL X FDS 5,991.0 $424K 0.32% +608.0 +11.3% $70.84 -9.1%
83 HIMS HIMS & HERS HEALTH INC Healthcare 19,959.0 $414K 0.31% +13K +170.4% $20.76 +15.7%
84 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 4,892.0 $394K 0.29% NEW $80.56 -13.0%
85 ITOT ISHARES TR 2,683.0 $382K 0.29% -2K -39.8% $142.42 +13.9%
86 SPTS SPDR SERIES TRUST 13,088.0 $382K 0.29% -6K -33.0% $29.18 -0.6%
87 NFLX NETFLIX INC. Communication Services 3,932.0 $378K 0.28% +233.0 +6.3% $96.15 -7.1%
88 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 609.0 $361K 0.27% -277.0 -31.3% $592.98 -4.9%
89 ZM ZOOM COMMUNICATIONS INC Technology 4,491.0 $361K 0.27% +421.0 +10.3% $80.39 +23.7%
90 FLEX FLEXTRONICS INTL LTD Technology 5,357.0 $351K 0.26% -323.0 -5.7% $65.46 +100.2%
91 MTBA SIMPLIFY EXCHANGE TRADED FUN 6,839.0 $338K 0.25% +119.0 +1.8% $49.46 -0.8%
92 FEMB FIRST TR EXCH TRADED FD III 11,370.0 $327K 0.24% +4K +57.2% $28.74 +1.1%
93 EXEL EXELIXIS INC Healthcare 7,593.0 $326K 0.24% -1K -15.1% $42.89 +15.8%
94 TOST TOAST INC Technology 12,254.0 $325K 0.24% NEW $26.51 -12.0%
95 FPE FIRST TR EXCH TRADED FD III 18,277.0 $324K 0.24% +661.0 +3.8% $17.75 +0.8%
96 ABT ABBOTT LABORATORIES Healthcare 3,150.0 $323K 0.24% -157.0 -4.8% $102.67 -14.5%
97 BLACKROCK ETF TRUST 10,010.0 $322K 0.24% NEW $32.15
98 CHWY CHEWY INC Consumer Cyclical 11,806.0 $319K 0.24% +2K +18.6% $27.00 -26.2%
99 PHM PULTE GROUP INC Consumer Cyclical 2,684.0 $316K 0.24% -450.0 -14.4% $117.61 -1.1%
100 FSIG FIRST TR EXCHANGE-TRADED FD 16,662.0 $316K 0.24% +5K +48.9% $18.94 -0.5%
Page 5 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 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%