BAM Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2093649
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$159.8M
Holdings
166
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BAM Wealth Management, LLC disclosed 166 positions worth $159.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 30 new positions and exited 22. The portfolio is most concentrated in Other (62.0% of disclosed assets). All figures are sourced directly from BAM Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2093649.
AI Fund Analysis
DiversifyingPIMCO ETF TR - ACTIVE BD E
4.1% weight
Held 4 quarters
$AAPL3.0% weight
Held 4 quarters
$NVDA2.4% weight
Held 4 quarters
PIMCO ETF TR - MULTISECTOR
2.4% weight
Held 4 quarters
FIRST TR EXCHANGE TRADED F
2.2% weight
Held 4 quarters
PIMCO ETF TR - ACTIVE BD E
3 quarters accumulating
PIMCO ETF TR - MULTISECTOR
3 quarters accumulating
FIRST TR EXCHANGE TRADED F
3 quarters accumulating
$MSFT3 quarters accumulating
FRANKLIN TEMPLETON ETF TR
3 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
PIMCO ETF TR - ACTIVE BD ETF
—Quality
$6.5M70,678 shFIRST TR EXCHNG TRADED FD VI - FT VEST US EQT
—Quality
$5.6M100,088 shFIRST TR EXCHNG TRADED FD VI - FT VEST US EQT
—Quality
$5.5M92,263 sh- 76.4
Quality
$4.8M16,676 sh FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT
—Quality
$4.7M100,600 shFIRST TR EXCHNG TRADED FD VI - FT VEST US EQT
—Quality
$4.4M79,832 shFIRST TR EXCHNG TRADED FD VI - FT VEST US EQT
—Quality
$4.3M71,163 shFIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT
—Quality
$4.3M100,561 shFIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT
—Quality
$4.3M104,305 sh- 85.9
Quality
$3.9M19,325 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PIMCO ETF TR - ACTIVE BD ETF | — | $6.5M | 70,678 |
| FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $5.6M | 100,088 |
| FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $5.5M | 92,263 |
| Apple Inc.$AAPL | 76.4 | $4.8M | 16,676 |
| FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $4.7M | 100,600 |
| FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $4.4M | 79,832 |
| FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $4.3M | 71,163 |
| FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | — | $4.3M | 100,561 |
| FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | — | $4.3M | 104,305 |
| NVIDIA CORP$NVDA | 85.9 | $3.9M | 19,325 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BAM Wealth Management, LLC's 166 positions.
Showing top 10 of 166 holdings.
Sector Allocation
Other
$99.2M
Technology
$31.2M
Financials
$7.5M
Healthcare
$6.9M
Consumer Discretionary
$6.0M
Industrials
$2.7M
Consumer Staples
$2.2M
Energy
$1.6M
Top Holdings — BAM Wealth Management, LLC (Q2 2026)
Top 150 of 166 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | PIMCO ETF TR - ACTIVE BD ETF | $6.5M | 4.1% | +5% | — |
| 2 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $5.6M | 3.5% | NEW | — |
| 3 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $5.5M | 3.5% | NEW | — |
| 4 | $AAPL | Apple Inc. | $4.8M | 3.0% | +1% | 76.4 |
| 5 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $4.7M | 2.9% | NEW | — |
| 6 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $4.4M | 2.8% | -12% | — |
| 7 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $4.3M | 2.7% | -14% | — |
| 8 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $4.3M | 2.7% | NEW | — |
| 9 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $4.3M | 2.7% | NEW | — |
| 10 | $NVDA | NVIDIA CORP | $3.9M | 2.4% | +11% | 85.9 |
| 11 | — | PIMCO ETF TR - MULTISECTOR BD | $3.8M | 2.4% | +3% | — |
| 12 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $3.5M | 2.2% | +47% | — |
| 13 |  $GOOG | Alphabet Inc. | $3.3M | 2.1% | +45% | 78.2 |
| 14 | $MSFT | MICROSOFT CORP | $3.2M | 2.0% | +7% | 79.8 |
| 15 |  $AVGO | Broadcom Inc. | $2.6M | 1.6% | +2% | 84.5 |
| 16 | — | FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | $2.6M | 1.6% | +42% | — |
| 17 |  $AMZN | AMAZON COM INC | $2.4M | 1.5% | +38% | 68.7 |
| 18 | — | NORTHERN LTS FD TR IV - MAIN SECTR ROTN | $1.9M | 1.2% | +27% | — |
| 19 | — | FRANKLIN TEMPLETON ETF TR - US CORE DIV TILT | $1.8M | 1.1% | +32% | — |
| 20 |  $LLY | ELI LILLY & Co | $1.8M | 1.1% | -4% | 87.5 |
| 21 |  $META | Meta Platforms, Inc. | $1.7M | 1.0% | +39% | 79.6 |
| 22 | — | ISHARES TR - CORE MSCI EAFE | $1.6M | 1.0% | +36% | — |
| 23 | — | PIMCO ETF TR - MTG BKD SECS ACT | $1.6M | 1.0% | +5% | — |
| 24 | — | PIMCO ETF TR - INTER MUN BD ACT | $1.6M | 1.0% | +55% | — |
| 25 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $1.5M | 0.9% | +4% | — |
| 26 |  $V | VISA INC. | $1.5M | 0.9% | +38% | 82.9 |
| 27 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $1.4M | 0.9% | +2% | — |
| 28 | — | PIMCO ETF TR - MUNI INCOME OPP | $1.3M | 0.8% | +58% | — |
| 29 |  $AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.8% | +56% | 79.8 |
| 30 |  $GOOGL | Alphabet Inc. | $1.2M | 0.8% | +227% | 78.2 |
| 31 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $1.2M | 0.8% | +1% | — |
| 32 |  $KLAC | KLA CORP | $1.1M | 0.7% | NEW | 78.6 |
| 33 |  $AMAT | APPLIED MATERIALS INC /DE | $1.1M | 0.7% | -43% | 72.3 |
| 34 | — | PIMCO ETF TR - INV GRD CRP BD | $1.1M | 0.7% | -8% | — |
| 35 |  $APH | AMPHENOL CORP /DE/ | $1.0M | 0.7% | -7% | 79.3 |
| 36 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.0M | 0.6% | +16% | — |
| 37 | — | ISHARES TR - S&P 500 GRWT ETF | $962,435 | 0.6% | +9% | — |
| 38 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $961,084 | 0.6% | -11% | — |
| 39 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $954,083 | 0.6% | +37% | — |
| 40 | — | ISHARES TR - ULTRA SHORT DUR | $936,893 | 0.6% | +6% | — |
| 41 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $928,619 | 0.6% | -20% | — |
| 42 |  $COST | COSTCO WHOLESALE CORP /NEW | $926,115 | 0.6% | +241% | 66.2 |
| 43 |  $GE | GENERAL ELECTRIC CO | $920,648 | 0.6% | -1% | 73.8 |
| 44 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR TA HIYL | $915,804 | 0.6% | +37% | — |
| 45 | — | FIRST TR EXCHANGE-TRADED FD - INTER GRADE ETF | $913,891 | 0.6% | +45% | — |
| 46 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | $912,801 | 0.6% | +40% | — |
| 47 | — | ADVISORSHARES TR - STAR GLOB BUYW | $908,720 | 0.6% | +4% | — |
| 48 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | $871,773 | 0.6% | -9% | — |
| 49 |  $WMT | Walmart Inc. | $863,721 | 0.5% | -56% | 60.2 |
| 50 | — | ISHARES TR - US SML CAP EQT | $848,791 | 0.5% | +1% | — |
| 51 | — | FIS TR - BRIG PO EQUI ETF | $838,847 | 0.5% | -0% | — |
| 52 |  $EME | EMCOR Group, Inc. | $821,582 | 0.5% | NEW | 69.3 |
| 53 |  $TRGP | Targa Resources Corp. | $807,401 | 0.5% | -23% | 63.3 |
| 54 |  $CTAS | CINTAS CORP | $780,125 | 0.5% | +19% | 68.7 |
| 55 |  $HWM | Howmet Aerospace Inc. | $758,723 | 0.5% | NEW | 73.9 |
| 56 |  $IBKR | Interactive Brokers Group, Inc. | $757,770 | 0.5% | -24% | 77 |
| 57 |  $TSLA | Tesla, Inc. | $756,239 | 0.5% | +20% | 53.9 |
| 58 |  $TT | Trane Technologies plc | $744,599 | 0.5% | -19% | — |
| 59 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $744,096 | 0.5% | -22% | 66.3 |
| 60 |  $WRB | BERKLEY W R CORP | $738,590 | 0.5% | NEW | 68.6 |
| 61 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $729,453 | 0.5% | +7% | — |
| 62 |  $MA | Mastercard Inc | $723,783 | 0.5% | -11% | 85.1 |
| 63 | — | ISHARES TR - S&P 500 VAL ETF | $704,113 | 0.4% | -16% | — |
| 64 | — | FIDELITY COVINGTON TRUST - FUN SMA MID ETF | $687,856 | 0.4% | +1% | — |
| 65 |  $VRSK | Verisk Analytics, Inc. | $681,855 | 0.4% | +7% | 71.2 |
| 66 |  $MO | ALTRIA GROUP, INC. | $674,675 | 0.4% | +15% | 67.4 |
| 67 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $674,475 | 0.4% | +33% | — |
| 68 |  $MCK | MCKESSON CORP | $669,461 | 0.4% | -4% | 63.4 |
| 69 |  $PG | PROCTER & GAMBLE Co | $649,616 | 0.4% | +1% | 64.6 |
| 70 | — | FIRST TR EXCHANGE-TRADED FD - LNG DUR OPRTUN | $637,420 | 0.4% | +45% | — |
| 71 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $633,854 | 0.4% | +6% | — |
| 72 |  $CVX | CHEVRON CORP | $613,810 | 0.4% | NEW | 62.8 |
| 73 |  $MSCI | MSCI Inc. | $612,684 | 0.4% | -8% | 75.7 |
| 74 | — | SPDR SERIES TRUST - ST STR P500ETF | $595,212 | 0.4% | NEW | — |
| 75 | — | PIMCO ETF TR - 0-5 HIGH YIELD | $587,682 | 0.4% | +2% | — |
| 76 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $585,021 | 0.4% | -1% | — |
| 77 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $557,308 | 0.3% | +52% | — |
| 78 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETF | $545,953 | 0.3% | +63% | — |
| 79 | — | ISHARES TR - US TREAS BD ETF | $539,750 | 0.3% | +158% | — |
| 80 |  $FLEX | FLEX LTD. | $529,483 | 0.3% | -39% | — |
| 81 | — | ISHARES TR - CORE UNIVRSL USD | $519,556 | 0.3% | +70% | — |
| 82 |  $MU | MICRON TECHNOLOGY INC | $515,799 | 0.3% | -43% | 86.2 |
| 83 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $498,790 | 0.3% | -5% | — |
| 84 |  $IVZ | Invesco Ltd. | $493,038 | 0.3% | +1% | — |
| 85 |  $HALO | HALOZYME THERAPEUTICS, INC. | $483,317 | 0.3% | +38% | 77.2 |
| 86 |  $MS | MORGAN STANLEY | $480,388 | 0.3% | +28% | 75.8 |
| 87 | — | FIRST TR EXCH TRADED FD III - EME MRK BD ETF | $472,458 | 0.3% | +42% | — |
| 88 |  $TROW | PRICE T ROWE GROUP INC | $470,790 | 0.3% | +23% | 69 |
| 89 | $IVZ | Invesco Ltd. | $470,597 | 0.3% | +1% | — |
| 90 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $465,175 | 0.3% | +6% | — |
| 91 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $462,406 | 0.3% | +1% | — |
| 92 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | $461,463 | 0.3% | +47% | — |
| 93 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $458,300 | 0.3% | +40% | — |
| 94 | — | FIRST TR EXCHANGE-TRADED FD - LTD DUR INVT ETF | $455,518 | 0.3% | +45% | — |
| 95 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | $454,297 | 0.3% | +4% | — |
| 96 | — | ISHARES TR - RUS 1000 GRW ETF | $453,593 | 0.3% | +563% | — |
| 97 |  $MMSI | MERIT MEDICAL SYSTEMS INC | $453,553 | 0.3% | +57% | 64 |
| 98 |  $THC | TENET HEALTHCARE CORP | $452,921 | 0.3% | +73% | 66.2 |
| 99 | — | FIS TR - BRIG PORT BD ETF | $450,832 | 0.3% | -0% | — |
| 100 |  $EXEL | EXELIXIS, INC. | $449,264 | 0.3% | +9% | 76.2 |
| 101 | — | FIRST TR EXCHANGE-TRADED FD - STRUCTURED CR IN | $448,725 | 0.3% | +42% | — |
| 102 |  $RL | RALPH LAUREN CORP | $444,762 | 0.3% | +24% | 66.3 |
| 103 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $437,854 | 0.3% | +9% | 76.5 |
| 104 | — | ISHARES TR - CORE S&P TTL STK | $431,840 | 0.3% | -2% | — |
| 105 | — | FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED | $422,496 | 0.3% | NEW | — |
| 106 |  $ELAN | Elanco Animal Health Inc | $422,308 | 0.3% | +43% | 48.7 |
| 107 |  $TOST | Toast, Inc. | $420,026 | 0.3% | +23% | 69.5 |
| 108 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $418,755 | 0.3% | -10% | — |
| 109 |  $PAYX | PAYCHEX INC | $418,099 | 0.3% | NEW | 74.6 |
| 110 |  $UHS | UNIVERSAL HEALTH SERVICES INC | $415,440 | 0.3% | NEW | 66.7 |
| 111 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $412,595 | 0.3% | NEW | — |
| 112 |  $PODD | INSULET CORP | $412,293 | 0.3% | +111% | 71.3 |
| 113 | — | ISHARES TR - EAFE VALUE ETF | $403,189 | 0.3% | -13% | — |
| 114 |  $UTHR | UNITED THERAPEUTICS Corp | $403,122 | 0.3% | +22% | 71.3 |
| 115 | $IVZ | Invesco Ltd. | $402,073 | 0.3% | -9% | — |
| 116 | — | ISHARES TR - MSCI USA QLT FCT | $394,535 | 0.3% | -35% | — |
| 117 |  $SPY | SPDR S&P 500 ETF TRUST | $388,754 | 0.2% | +41% | — |
| 118 | — | FIRST TR EXCHANGE-TRADED ALP - SML CP GRW ALP | $376,926 | 0.2% | +1% | — |
| 119 | — | VANGUARD INDEX FDS - VALUE ETF | $364,597 | 0.2% | +7% | — |
| 120 |  $APP | AppLovin Corp | $362,207 | 0.2% | -7% | 84.4 |
| 121 |  $SPG | SIMON PROPERTY GROUP INC. | $359,406 | 0.2% | +45% | 76.7 |
| 122 |  $CHWY | Chewy, Inc. | $357,807 | 0.2% | +54% | 56.3 |
| 123 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $352,637 | 0.2% | +41% | 70 |
| 124 |  $ABBV | AbbVie Inc. | $339,463 | 0.2% | +37% | 72.6 |
| 125 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $335,240 | 0.2% | -12% | — |
| 126 |  $ZM | Zoom Communications, Inc. | $332,466 | 0.2% | -14% | 70.5 |
| 127 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $323,472 | 0.2% | -0% | 73.3 |
| 128 |  $NFLX | NETFLIX INC | $323,085 | 0.2% | +15% | 78.8 |
| 129 | — | ISHARES TR - CORE MSCI INTL | $321,059 | 0.2% | -1% | — |
| 130 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $319,536 | 0.2% | +9% | — |
| 131 | — | STRATEGY SHS - EVENTIDE US MRKT | $319,278 | 0.2% | -0% | — |
| 132 | — | ISHARES TR - SYSTEMATIC BD ET | $318,403 | 0.2% | NEW | — |
| 133 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF | $316,518 | 0.2% | +2% | — |
| 134 |  $LYB | LyondellBasell Industries N.V. | $313,899 | 0.2% | +22% | — |
| 135 |  $JNJ | JOHNSON & JOHNSON | $313,145 | 0.2% | +4% | 69 |
| 136 | — | ISHARES TR - 10-20 YR TRS ETF | $306,770 | 0.2% | NEW | — |
| 137 |  $O | REALTY INCOME CORP | $303,666 | 0.2% | +32% | 73.7 |
| 138 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $297,330 | 0.2% | -17% | — |
| 139 |  $STX | Seagate Technology Holdings plc | $288,535 | 0.2% | NEW | — |
| 140 | — | SPDR SERIES TRUST - ST STR MSCI USAQ | $283,469 | 0.2% | -2% | — |
| 141 |  $PANW | Palo Alto Networks Inc | $283,388 | 0.2% | -42% | 65.5 |
| 142 |  $MRK | Merck & Co., Inc. | $281,930 | 0.2% | +12% | 59.9 |
| 143 | — | GLOBAL X FDS - DEFENSE TECH ETF | $281,294 | 0.2% | -21% | — |
| 144 |  $UBER | Uber Technologies, Inc | $280,630 | 0.2% | +20% | 73.5 |
| 145 | — | ISHARES TR - 3 7 YR TREAS BD | $271,545 | 0.2% | -2% | — |
| 146 |  $VZ | VERIZON COMMUNICATIONS INC | $269,198 | 0.2% | +5% | 65.8 |
| 147 | — | GLOBAL X FDS - DATA CTR DIG ETF | $262,245 | 0.2% | -1% | — |
| 148 |  $AMGN | AMGEN INC | $256,019 | 0.2% | NEW | 79.2 |
| 149 |  $JPM | JPMORGAN CHASE & CO | $252,043 | 0.2% | +9% | 70.7 |
| 150 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | $248,212 | 0.2% | -2% | — |
New Positions (30)
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$5.6M
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$5.5M
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$4.7M
FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT$4.3M
FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT$4.3M
$KLAC KLA CORP$1.1M$EME EMCOR Group, Inc.$821,582$HWM Howmet Aerospace Inc.$758,723$WRB BERKLEY W R CORP$738,590$CVX CHEVRON CORP$613,810 SPDR SERIES TRUST - ST STR P500ETF$595,212
FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED$422,496
$PAYX PAYCHEX INC$418,099$UHS UNIVERSAL HEALTH SERVICES INC$415,440 VANGUARD INDEX FDS - TOTAL STK MKT$412,595
Exited Positions (22)
FIRST TR EXCHNG TRADED FD VI
FIRST TR EXCHNG TRADED FD VI
FIRST TR EXCHNG TRADED FD VI
FIRST TR EXCHNG TRADED FD VI
FIRST TR EXCHNG TRADED FD VI
$INTU INTUIT INC.
$SHW SHERWIN WILLIAMS CO
$ACN Accenture plc
$MCO MOODYS CORP /DE/
$TMO THERMO FISHER SCIENTIFIC INC.
$HIMS Hims & Hers Health, Inc.
$ABT ABBOTT LABORATORIES
$PHM PULTEGROUP INC/MI/
$DECK DECKERS OUTDOOR CORP
$CF CF Industries Holdings, Inc.Browse Top Institutional Investors
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