DOSSIER · 13F-HR · Q1 2026

BKM Wealth Management, LLC

$274M in tracked AUM across 148 positions as of Q1 2026.

BW
CIK 0002007263 · last filed Mar 31, 2026
Total AUM
$274M
as of Q1 2026
Holdings
148
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

BKM Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVE
ISHARES TR
$14M65K5.0%
02
VEA
VANGUARD TAX-MANAGED FDS
$13M203K4.8%
03
AAPL
APPLE INC
$12M46K4.3%
04
IVW
ISHARES TR
$11M93K3.8%
05
DEUS
DBX ETF TR
$10M173K3.8%
06
MSFT
MICROSOFT CORP
$9M24K3.3%
07
AVGO
BROADCOM INC
$6M20K2.3%
08
JPM
JPMORGAN CHASE & CO
$6M19K2.1%
09
GOOGL
ALPHABET INC
$6M20K2.1%
10
VO
VANGUARD INDEX FDS
$6M19K2.0%

Filing history

2026Q1Mar 31
$274M 0.1%
148 positionsView →
2025Q4Dec 31
$274M 0.8%
146 positionsView →
2025Q3Sep 30
$271M 6.0%
155 positionsView →
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