Institutions / BKM Wealth Management, LLC
BKM Wealth Management, LLC
CIK 2007263 · Institution · as of Dec 31, 2025
Portfolio value
$273.52M
Positions
146
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 146 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $13.69M | 5.0% |
| Vanguard Tax-Managed Fds | $12.72M | 4.6% |
| Microsoft Corp | $12.37M | 4.5% |
| Apple Inc. | $12.24M | 4.5% |
| iShares Tr | $11.28M | 4.1% |
| Dbx ETF Tr | $10.29M | 3.8% |
| Broadcom Inc. | $6.80M | 2.5% |
| JPMorgan Chase & Co | $6.33M | 2.3% |
| Vanguard Index Fds | $5.54M | 2.0% |
| iShares MSCI UAE ETF | $5.52M | 2.0% |
| Alphabet Inc. | $4.82M | 1.8% |
| Vanguard Intl Equity Index F | $4.70M | 1.7% |
| WisdomTree Tr | $4.56M | 1.7% |
| iShares Tr | $4.52M | 1.7% |
| BlackRock, Inc. | $4.45M | 1.6% |
| iShares Tr | $4.23M | 1.5% |
| Uscf ETF Tr | $4.05M | 1.5% |
| Analog Devices Inc | $3.94M | 1.4% |
| Vanguard Index Fds | $3.94M | 1.4% |
| Johnson & Johnson | $3.55M | 1.3% |
| Invesco Exch Traded Fd Tr II | $3.46M | 1.3% |
| Schwab Strategic Tr | $3.44M | 1.3% |
| Vanguard Index Fds | $3.25M | 1.2% |
| iShares Tr | $3.21M | 1.2% |
| Abbott Laboratories | $2.90M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.