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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 8 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PANW PALO ALTO NETWORKS INC Technology 1,427.0 $229K 0.17% -2K -52.4% $160.32 +57.8%
142 O REALTY INCOME CORP Real Estate 3,702.0 $226K 0.17% NEW $61.18 +1.7%
143 XOM EXXON MOBIL CORP Energy 1,292.0 $219K 0.16% NEW $169.66 -7.9%
144 VICI VICI PPTYS INC Real Estate 7,903.0 $216K 0.16% $27.32 +4.0%
145 IBM INTERNATIONAL BUSINESS MACHS Technology 889.0 $215K 0.16% +133.0 +17.6% $242.39 +4.4%
146 ABBV ABBVIE INC Healthcare 987.0 $215K 0.16% +53.0 +5.7% $217.49 -1.3%
147 IVLU ISHARES TR 5,375.0 $213K 0.16% $39.68 +7.6%
148 GILD GILEAD SCIENCES INC Healthcare 1,529.0 $213K 0.16% NEW $139.37 -6.4%
149 GOVT ISHARES TR 9,201.0 $211K 0.16% NEW $22.91 -1.2%
150 AGG ISHARES TR 2,113.0 $210K 0.16% -1K -34.6% $99.27 -0.9%
151 DTCR GLOBAL X FDS 8,692.0 $208K 0.16% NEW $23.96 +27.5%
152 SPG SIMON PPTY GROUP INC NEW Real Estate 1,112.0 $207K 0.15% -14.0 -1.2% $186.53 +9.4%
153 JPM JPMORGAN CHASE & CO Financial Services 704.0 $207K 0.15% -58.0 -7.6% $294.12 +3.0%
154 PWR QUANTA SVCS INC Industrials 377.0 $207K 0.15% -123.0 -24.6% $549.02 +29.3%
155 XJUN FIRST TR EXCHNG TRADED FD VI 4,808.0 $207K 0.15% NEW $42.96 +2.8%
156 BINC BLACKROCK ETF TRUST II 3,913.0 $203K 0.15% -572.0 -12.8% $51.93 +0.5%
157 CWB SPDR SERIES TRUST 2,201.0 $201K 0.15% NEW $91.52 +15.1%
158 BAUG INNOVATOR ETFS TRUST 4,107.0 $201K 0.15% $48.85 +8.2%
Page 8 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%