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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 5 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IUSB ISHARES TR 11,258.0 $520K 0.33% +5K +70.3% $46.15 -1.4%
82 MU MICRON TECHNOLOGY INC Technology 447.0 $516K 0.32% -340.0 -43.2% $1153.91 -19.2%
83 AVUV AMERICAN CENTY ETF TR 3,998.0 $499K 0.31% -218.0 -5.2% $124.76 +0.6%
84 RWK INVESCO EXCH TRADED FD TR II 3,371.0 $493K 0.31% +32.0 +1.0% $146.26 +1.5%
85 HALO HALOZYME THERAPEUTICS INC Healthcare 6,175.0 $483K 0.30% +2K +37.7% $78.27 +34.6%
86 MS MORGAN STANLEY Financial Services 2,298.0 $480K 0.30% +506.0 +28.2% $209.05 +2.7%
87 FEMB FIRST TR EXCH TRADED FD III 16,169.0 $472K 0.30% +5K +42.2% $29.22 +0.8%
88 TROW PRICE T ROWE GROUP INC Financial Services 4,141.0 $471K 0.29% +778.0 +23.1% $113.69 -2.2%
89 XMHQ INVESCO EXCHANGE TRADED FD T 4,169.0 $471K 0.29% +41.0 +1.0% $112.88 +4.6%
90 VGIT VANGUARD SCOTTSDALE FDS 7,887.0 $465K 0.29% +435.0 +5.8% $58.98 -1.3%
91 JCPB J P MORGAN EXCHANGE TRADED F 9,851.0 $462K 0.29% +71.0 +0.7% $46.94 -1.5%
92 FTSL FIRST TR EXCHANGE-TRADED FD 10,312.0 $461K 0.29% +3K +46.8% $44.75 +0.3%
93 FPE FIRST TR EXCH TRADED FD III 25,632.0 $458K 0.29% +7K +40.2% $17.88 -1.1%
94 FSIG FIRST TR EXCHANGE-TRADED FD 24,159.0 $456K 0.28% +7K +45.0% $18.86 -0.5%
95 VGLT VANGUARD SCOTTSDALE FDS 8,233.0 $454K 0.28% +301.0 +3.8% $55.18 -3.6%
96 IWF ISHARES TR 3,653.0 $454K 0.28% +3K +563.0% $124.17 -1.1%
97 MMSI MERIT MED SYS INC Healthcare 6,541.0 $454K 0.28% +2K +56.6% $69.34 +30.5%
98 THC TENET HEALTHCARE CORP Healthcare 2,421.0 $453K 0.28% +1K +73.0% $187.08 +42.6%
99 FIS TR 18,039.0 $451K 0.28% $24.99
100 EXEL EXELIXIS INC Healthcare 8,257.0 $449K 0.28% +664.0 +8.7% $54.41 +0.1%
Page 5 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%