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BKM Wealth Management, LLC

All holdings · as of Dec 31, 2025

146 positions

CompanyClassValueShares% of portfolio
MCDONALD'S CORP$1.59M5,1980.6%
INVESCO DB COMMDY INDX TRCK$1.58M70,7500.6%
PROCTER & GAMBLE Co$1.57M10,9520.6%
CHEVRON CORP$1.56M10,2310.6%
Chubb Ltd$1.49M4,7820.5%
S&P Global Inc.$1.43M2,7440.5%
Accenture plc$1.38M5,1250.5%
VANGUARD INDEX FDS$1.34M6,3170.5%
CITIGROUP INC$1.32M11,2820.5%
OMNICOM GROUP INC.$1.27M15,7360.5%
ISHARES TR$1.24M12,8840.5%
W.W. GRAINGER, INC.$1.23M1,2190.4%
VANGUARD INDEX FDS$1.21M4,3330.4%
PEPSICO INC$1.20M8,3690.4%
VANGUARD INDEX FDS$1.19M3,9400.4%
ASML HOLDING N V$1.19M1,1100.4%
PROSHARES TR$1.15M25,2470.4%
GRANITESHARES GOLD TR$1.15M26,9660.4%
NVIDIA Corp$1.11M5,9510.4%
Marathon Petroleum Corp$1.09M6,7030.4%
Warren E. Buffett$1.04M2,0610.4%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$1.03M3,3960.4%
PIMCO EQUITY SER$1.01M26,2410.4%
Zoetis Inc.$964.5K7,6660.4%
SPDR S&P 500 ETF TR$957.4K1,4040.4%
ARES CAPITAL CORPARCCCommon Stock$950.7K46,9970.3%
COLGATE PALMOLIVE CO$863.6K10,9290.3%
SHERWIN WILLIAMS CO$849.3K2,6210.3%
RTX Corp$824.2K4,4940.3%
ISHARES TR$783.7K3,7260.3%
ISHARES TR$776.3K11,7610.3%
BARCLAYS PLC$763.4K29,9960.3%
ISHARES TR$757.7K6,3040.3%
ISHARES GOLD TR$755.4K9,3070.3%
ALPS ETF TR$730.8K12,0860.3%
ISHARES TR$724.1K9,6700.3%
SAP SE$715.9K2,9470.3%
Mondelez International, Inc.$682.8K12,6840.2%
ISHARES TR$657.9K1,3900.2%
COCA-COLA EUROPACIFIC PARTNE$648.3K7,1480.2%
INVESCO EXCHANGE TRADED FD T$628.2K30,8150.2%
Restaurant Brands International Inc.QSRCommon Stock$627.7K9,1990.2%
Sony Group CorpSONYADR$612.8K23,9360.2%
AMERICAN ELECTRIC POWER CO INC$604.7K5,2440.2%
NATIONAL GRID PLC$591.3K7,6440.2%
SMITH & NEPHEW PLC$591.0K18,0110.2%
ISHARES TR$585.3K5,8600.2%
PACER FDS TR$573.6K9,5330.2%
RPM International Inc$553.5K5,3220.2%
SHELL PLC$523.9K7,1300.2%
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