What does BKM Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$14M65K5.0%

VANGUARD TAX-MANAGED FDS

$13M203K4.8%

APPLE INC

$12M46K4.3%

ISHARES TR

$11M93K3.8%

DBX ETF TR

$10M173K3.8%

MICROSOFT CORP

$9M24K3.3%

BROADCOM INC

$6M20K2.3%

JPMORGAN CHASE & CO

$6M19K2.1%

ALPHABET INC

$6M20K2.1%

VANGUARD INDEX FDS

$6M19K2.0%

Filing history loading…