BAM Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Tesla Inc | $668.3K | 0.5% |
| VANGUARD CHARLOTTE FDS | $685.7K | 0.5% |
| ISHARES TR | $713.3K | 0.5% |
| MSCI Inc. | $721.8K | 0.5% |
| CARRIER GLOBAL Corp | $738.3K | 0.5% |
| ISHARES TR | $752.0K | 0.5% |
| PIMCO ETF TR | $759.7K | 0.5% |
| Interactive Brokers Group Inc | $788.1K | 0.6% |
| ADVISORSHARES TR | $799.4K | 0.6% |
| CINTAS CORP | $809.6K | 0.6% |
| SHERWIN WILLIAMS CO | $828.2K | 0.6% |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $832.9K | 0.6% |
| GENERAL ELECTRIC CO | $840.1K | 0.6% |
| THERMO FISHER SCIENTIFIC INC. | $844.3K | 0.6% |
| FIRST TR EXCHANGE-TRADED FD | $860.5K | 0.6% |
| Moody's Corp | $864.9K | 0.6% |
| MCKESSON CORP | $866.2K | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $901.4K | 0.7% |
| OLD DOMINION FREIGHT LINE, INC. | $913.7K | 0.7% |
| UNITEDHEALTH GROUP INC | $914.4K | 0.7% |
| VANGUARD BD INDEX FDS | $928.8K | 0.7% |
| APPLIED MATERIALS INC /DE | $936.5K | 0.7% |
| PIMCO ETF TR | $970.5K | 0.7% |
| ISHARES TR | $980.4K | 0.7% |
| Mastercard Inc | $1.00M | 0.7% |
| DIMENSIONAL ETF TRUST | $1.03M | 0.7% |
| AMERICAN CENTY ETF TR | $1.05M | 0.8% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $1.07M | 0.8% |
| FRANKLIN TEMPLETON ETF TR | $1.08M | 0.8% |
| Accenture plc | $1.09M | 0.8% |
| FIRST TR EXCHANGE-TRADED FD | $1.09M | 0.8% |
| AMPHENOL CORP /DE | $1.10M | 0.8% |
| Visa Inc | $1.20M | 0.9% |
| INTUIT INC. | $1.23M | 0.9% |
| Walmart Inc. | $1.23M | 0.9% |
| PIMCO ETF TR | $1.24M | 0.9% |
| ELI LILLY & Co | $1.30M | 0.9% |
| PIMCO ETF TR | $1.36M | 1.0% |
| Meta Platforms Inc | $1.36M | 1.0% |
| NORTHERN LTS FD TR IV | $1.38M | 1.0% |
| VANGUARD BD INDEX FDS | $1.48M | 1.1% |
| FIRST TR EXCHANGE-TRADED FD | $1.52M | 1.1% |
| VANGUARD SCOTTSDALE FDS | $1.56M | 1.1% |
| Amazon.com Inc | $1.76M | 1.3% |
| Alphabet Inc. | $2.19M | 1.6% |
| Broadcom Inc. | $2.25M | 1.6% |
| NVIDIA Corp | $3.33M | 2.4% |
| PIMCO ETF TR | $3.40M | 2.5% |
| MICROSOFT CORP | $3.70M | 2.7% |
| First Trust Exchange-Traded Fund VIII | $4.24M | 3.1% |