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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 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 META META PLATFORMS INC Communication Services 2,958.0 $1.7M 1.04% +829.0 +38.9% $563.37 +2.6%
22 IEFA ISHARES TR 16,795.0 $1.6M 1.01% +4K +36.3% $96.58 +4.0%
23 PIMCO ETF TR 31,740.0 $1.6M 0.98% +2K +5.1% $49.38
24 MUNI PIMCO ETF TR 29,765.0 $1.6M 0.98% +11K +55.2% $52.60 -1.8%
25 VCIT VANGUARD SCOTTSDALE FDS 18,331.0 $1.5M 0.95% +645.0 +3.6% $82.65 -1.8%
26 V VISA INC Financial Services 4,293.0 $1.5M 0.92% +1K +37.9% $343.05 +11.2%
27 BIV VANGUARD BD INDEX FDS 18,260.0 $1.4M 0.88% +323.0 +1.8% $76.70 -1.7%
28 MINO PIMCO ETF TR 28,105.0 $1.3M 0.81% +10K +57.9% $45.76 -2.4%
29 AMD ADVANCED MICRO DEVICES INC Technology 2,136.0 $1.2M 0.78% +766.0 +55.9% $580.91 -19.9%
30 GOOG ALPHABET INC 3,401.0 $1.2M 0.75% +2K +227.3% $353.33
31 DYNF BLACKROCK ETF TRUST 17,519.0 $1.2M 0.74% +105.0 +0.6% $68.01 +2.3%
32 KLAC KLA CORP Technology 3,722.0 $1.1M 0.70% NEW $301.71 -41.8%
33 AMAT APPLIED MATLS INC Technology 1,497.0 $1.1M 0.68% -1K -42.9% $723.00 -36.1%
34 CORP PIMCO ETF TR 10,901.0 $1.1M 0.66% -988.0 -8.3% $96.90 -1.9%
35 APH AMPHENOL CORP Technology 5,848.0 $1.0M 0.65% -474.0 -7.5% $176.32 -10.5%
36 BND VANGUARD BD INDEX FDS 13,973.0 $1.0M 0.64% +2K +15.5% $73.41 -1.5%
37 IVW ISHARES TR 6,998.0 $962K 0.60% +578.0 +9.0% $137.53 +1.8%
38 DFAI DIMENSIONAL ETF TRUST 23,299.0 $961K 0.60% -3K -10.6% $41.25 +4.7%
39 LMBS FIRST TR EXCHANGE-TRADED FD 19,166.0 $954K 0.60% +5K +37.2% $49.78 -0.5%
40 ICSH ISHARES TR 18,523.0 $937K 0.59% +989.0 +5.6% $50.58 -0.1%
Page 2 of 9  ·  166 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%