DOSSIER · 13F-HR · Q3 2026

BKM Wealth Management, LLC

$309M in tracked AUM across 154 positions as of Q3 2026.

BW
CIK 0002007263 · last filed Sep 30, 2026
Total AUM
$309M
as of Q3 2026
Holdings
154
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

BKM Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
IVE
ISHARES TR
$16M69K5.1%
02
AAPL
APPLE INC
$16M47K5.1%
03
VEA
VANGUARD TAX-MANAGED FDS
$15M214K4.9%
04
IVW
ISHARES TR
$14M96K4.4%
05
MSFT
MICROSOFT CORP
$10M20K3.3%
06
DEUS
DBX ETF TR
$10M162K3.3%
07
GOOGL
ALPHABET INC
$9M26K2.9%
08
JPM
JPMORGAN CHASE & CO
$6M19K2.0%
09
IJJ
ISHARES TR
$6M44K2.0%
10
ADI
ANALOG DEVICES INC
$6M15K1.9%

Filing history

2026Q3Sep 30
$309M▲ 9.6%
154 positionsView →
2026Q2Jun 30
$282M▲ 3.1%
148 positionsView →
2026Q1Mar 31
$274M▲ 0.1%
148 positionsView →
2025Q4Dec 31
$274M▲ 0.8%
146 positionsView →
2025Q3Sep 30
$271M▲ 6.0%
155 positionsLocked
2025Q2Jun 30
$256M▲ 5.4%
157 positionsLocked
2025Q1Mar 31
$243M▼ 0.4%
158 positionsLocked
2024Q4Dec 31
$244M▼ 0.9%
160 positionsLocked
2024Q3Sep 30
$246M▲ 18.3%
160 positionsLocked
2024Q2Jun 30
$208M▼ 10.6%
139 positionsLocked
2024Q1Mar 31
$233M▼ 0.9%
196 positionsLocked
2023Q4Dec 31
$235M—
601 positionsLocked