Institutions / Bauman Advisory Group, LLC
Bauman Advisory Group, LLC
CIK 2111802 · Institution · as of Dec 31, 2025
Portfolio value
$124.09M
Positions
51
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 51 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $35.76M | 28.8% |
| Invesco Exch Traded Fd Tr II | $12.16M | 9.8% |
| Schwab Strategic Tr | $7.84M | 6.3% |
| iShares Tr | $7.75M | 6.2% |
| iShares Tr | $4.85M | 3.9% |
| iShares Gold Tr | $4.78M | 3.9% |
| J P Morgan Exchange Traded F | $4.63M | 3.7% |
| J P Morgan Exchange Traded F | $4.55M | 3.7% |
| BlackRock ETF Trust II | $3.72M | 3.0% |
| American Centy ETF Tr | $3.44M | 2.8% |
| iShares Tr | $2.69M | 2.2% |
| Apple Inc. | $2.55M | 2.1% |
| iShares Tr | $1.90M | 1.5% |
| Schwab Strategic Tr | $1.86M | 1.5% |
| Zacks Trust | $1.85M | 1.5% |
| Invesco Exchange Traded Fd T | $1.52M | 1.2% |
| J P Morgan Exchange Traded F | $1.21M | 1.0% |
| Abrdn Silver ETF Trust | $1.19M | 1.0% |
| Vanguard Scottsdale Fds | $1.15M | 0.9% |
| Walmart Inc. | $1.14M | 0.9% |
| Microsoft Corp | $1.14M | 0.9% |
| Costco Wholesale Corp /New | $1.06M | 0.9% |
| Fidelity Wise Origin Bitcoin | $1.06M | 0.9% |
| American Centy ETF Tr | $1.03M | 0.8% |
| United Parcel Service Inc | $1.01M | 0.8% |
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.