BKM Wealth Management, LLC
All holdings · as of Dec 31, 2025
| 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% |
| INVESCO EXCH TRADED FD TR II | $2.80M | 1.0% |
| Meta Platforms Inc | $2.78M | 1.0% |
| GENERAL ELECTRIC CO | $2.65M | 1.0% |
| LOWES COMPANIES INC | $2.64M | 1.0% |
| SPDR GOLD TR | $2.60M | 1.0% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $2.55M | 0.9% |
| INTERNATIONAL BUSINESS MACHINES CORP | $2.35M | 0.9% |
| LINDE PLC | $2.33M | 0.9% |
| INVESCO QQQ TR | $2.29M | 0.8% |
| ISHARES TR | $2.26M | 0.8% |
| INVESCO EXCHANGE TRADED FD T | $2.23M | 0.8% |
| GENERAL DYNAMICS CORP | $2.15M | 0.8% |
| Walmart Inc. | $2.14M | 0.8% |
| AMGEN INC | $2.14M | 0.8% |
| CISCO SYSTEMS, INC. | $2.12M | 0.8% |
| WEC ENERGY GROUP, INC. | $2.00M | 0.7% |
| VANGUARD INDEX FDS | $1.91M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $1.84M | 0.7% |
| EMERSON ELECTRIC CO | $1.77M | 0.6% |
| COSTCO WHOLESALE CORP /NEW | $1.77M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $1.75M | 0.6% |
| VANGUARD INDEX FDS | $1.74M | 0.6% |
| GLOBAL X FDS | $1.74M | 0.6% |
| NEXTERA ENERGY INC | $1.72M | 0.6% |
| VANGUARD INDEX FDS | $1.61M | 0.6% |