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Portfolio (Quarterly) Guide ↗

BAM Wealth Management, LLC

· CIK 0002093649
13F Portfolio $160M AUM 273 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 30 New 89 Added 41 Reduced 22 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHYG ISHARES TR 5,576.0 $236K 0.15% NEW $42.41 -0.3%
22 TJX TJX COS INC NEW Consumer Cyclical 1,505.0 $228K 0.14% NEW $151.50 -10.8%
23 QQQ INVESCO QQQ TR Financial Services 306.0 $225K 0.14% NEW $736.40 -2.7%
24 SHY ISHARES TR 2,712.0 $223K 0.14% NEW $82.11 -0.3%
25 BX BLACKSTONE INC Financial Services 1,844.0 $217K 0.14% NEW $117.67 +21.0%
26 WMB WILLIAMS COS INC Energy 2,880.0 $214K 0.13% NEW $74.34 -0.8%
27 GIS GENERAL MILLS INC Consumer Defensive 5,989.0 $208K 0.13% NEW $34.80 +19.4%
28 VOO VANGUARD INDEX FDS 298.0 $205K 0.13% NEW $686.81 +3.0%
29 SCHF SCHWAB STRATEGIC TR 7,314.0 $203K 0.13% NEW $27.70 +2.2%
30 BERKSHIRE HATHAWAY INC DEL 401.0 $201K 0.13% NEW $500.39
Page 2 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.6%
Healthcare 13.0%
Financial Services 11.2%
Industrials 10.0%
Communication Services 9.5%
Consumer Cyclical 7.1%
Consumer Defensive 5.7%
Energy 2.8%
Real Estate 1.5%
Basic Materials 0.5%