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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 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLEX FLEX LTD Technology 3,267.0 $529K 0.33% -2K -39.0% $162.07 -31.8%
22 MU MICRON TECHNOLOGY INC Technology 447.0 $516K 0.32% -340.0 -43.2% $1153.91 -19.2%
23 AVUV AMERICAN CENTY ETF TR 3,998.0 $499K 0.31% -218.0 -5.2% $124.76 +0.6%
24 ITOT ISHARES TR 2,629.0 $432K 0.27% -54.0 -2.0% $164.26 +2.6%
25 BAI BLACKROCK ETF TRUST 7,943.0 $419K 0.26% -860.0 -9.8% $52.72 -16.3%
26 EFV ISHARES TR 5,267.0 $403K 0.25% -765.0 -12.7% $76.55 +6.8%
27 SPMO INVESCO EXCH TRADED FD TR II 2,489.0 $402K 0.25% -256.0 -9.3% $161.54 -9.1%
28 QUAL ISHARES TR 1,798.0 $395K 0.25% -973.0 -35.1% $219.43 +1.9%
29 APP APPLOVIN CORP Technology 703.0 $362K 0.23% -51.0 -6.8% $515.23 -38.3%
30 SPTS SPDR SERIES TRUST 11,556.0 $335K 0.21% -2K -11.7% $29.01 -0.3%
31 ZM ZOOM COMMUNICATIONS INC Technology 3,852.0 $332K 0.21% -639.0 -14.2% $86.31 +14.0%
32 IDEV ISHARES TR 3,607.0 $321K 0.20% -30.0 -0.8% $89.01 +4.4%
33 THRO BLACKROCK ETF TRUST 6,897.0 $297K 0.19% -1K -17.4% $43.11 +1.7%
34 QUS SPDR SERIES TRUST 1,517.0 $283K 0.18% -25.0 -1.6% $186.86 +4.5%
35 PANW PALO ALTO NETWORKS INC Technology 831.0 $283K 0.18% -596.0 -41.8% $341.02 +9.0%
36 SHLD GLOBAL X FDS 4,711.0 $281K 0.18% -1K -21.4% $59.71 +10.9%
37 IEI ISHARES TR 2,312.0 $272K 0.17% -37.0 -1.6% $117.45 -1.1%
38 DTCR GLOBAL X FDS 8,635.0 $262K 0.16% -57.0 -0.7% $30.37 -7.8%
39 JIRE J P MORGAN EXCHANGE TRADED F 3,009.0 $248K 0.15% -77.0 -2.5% $82.49 +3.0%
40 IAU ISHARES GOLD TR Financial Services 2,880.0 $217K 0.14% -102.0 -3.4% $75.51 +11.0%
Page 2 of 3  ·  41 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%