Institutions / BAM Wealth Management, LLC
BAM Wealth Management, LLC
CIK 2093649 · Institution · as of Dec 31, 2025
Portfolio value
$138.28M
Positions
158
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 158 →
| Company | Value | % of portfolio |
|---|---|---|
| PIMCO ETF Tr | $6.20M | 4.5% |
| First Tr Exchng Traded Fd VI | $5.27M | 3.8% |
| First Trust Exchange-Traded Fund VIII | $5.18M | 3.7% |
| First Trust Exchange-Traded Fund VIII | $5.12M | 3.7% |
| First Tr Exchng Traded Fd VI | $4.99M | 3.6% |
| First Trust Exchange-Traded Fund VIII | $4.71M | 3.4% |
| First Trust Exchange-Traded Fund VIII | $4.48M | 3.2% |
| Apple Inc. | $4.43M | 3.2% |
| First Trust Exchange-Traded Fund VIII | $4.24M | 3.1% |
| Microsoft Corp | $3.70M | 2.7% |
| PIMCO ETF Tr | $3.40M | 2.5% |
| NVIDIA Corp | $3.33M | 2.4% |
| Broadcom Inc. | $2.25M | 1.6% |
| Alphabet Inc. | $2.19M | 1.6% |
| Amazon.com Inc | $1.76M | 1.3% |
| Vanguard Scottsdale Fds | $1.56M | 1.1% |
| First Tr Exchange-Traded Fd | $1.52M | 1.1% |
| Vanguard Bd Index Fds | $1.48M | 1.1% |
| Northern Lts Fd Tr IV | $1.38M | 1.0% |
| Meta Platforms Inc | $1.36M | 1.0% |
| PIMCO ETF Tr | $1.36M | 1.0% |
| ELI LILLY & Co | $1.30M | 0.9% |
| PIMCO ETF Tr | $1.24M | 0.9% |
| Walmart Inc. | $1.23M | 0.9% |
| Intuit Inc. | $1.23M | 0.9% |
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.