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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 8 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PANW PALO ALTO NETWORKS INC Technology 831.0 $283K 0.18% -596.0 -41.8% $341.02 +9.0%
142 MRK MERCK & CO INC Healthcare 2,194.0 $282K 0.18% +228.0 +11.6% $128.50 +15.4%
143 SHLD GLOBAL X FDS 4,711.0 $281K 0.18% -1K -21.4% $59.71 +10.9%
144 UBER UBER TECHNOLOGIES INC Technology 3,889.0 $281K 0.18% +658.0 +20.4% $72.16 +9.2%
145 IEI ISHARES TR 2,312.0 $272K 0.17% -37.0 -1.6% $117.45 -1.1%
146 VZ VERIZON COMMUNICATIONS INC Communication Services 6,358.0 $269K 0.17% +303.0 +5.0% $42.34 +18.3%
147 DTCR GLOBAL X FDS 8,635.0 $262K 0.16% -57.0 -0.7% $30.37 -7.8%
148 AMGN AMGEN INC Healthcare 707.0 $256K 0.16% NEW $362.12 +19.4%
149 JPM JPMORGAN CHASE & CO Financial Services 770.0 $252K 0.16% +66.0 +9.4% $327.33 +9.3%
150 JIRE J P MORGAN EXCHANGE TRADED F 3,009.0 $248K 0.15% -77.0 -2.5% $82.49 +3.0%
151 SCHG SCHWAB STRATEGIC TR 7,279.0 $246K 0.15% NEW $33.84 +5.7%
152 VICI VICI PPTYS INC Real Estate 9,141.0 $243K 0.15% +1K +15.7% $26.55 -2.6%
153 SHYG ISHARES TR 5,576.0 $236K 0.15% NEW $42.41 -0.3%
154 TJX TJX COS INC NEW Consumer Cyclical 1,505.0 $228K 0.14% NEW $151.50 -10.8%
155 QQQ INVESCO QQQ TR Financial Services 306.0 $225K 0.14% NEW $736.40 -2.7%
156 IVLU ISHARES TR 5,375.0 $225K 0.14% $41.82 +5.8%
157 SHY ISHARES TR 2,712.0 $223K 0.14% NEW $82.11 -0.3%
158 BAUG INNOVATOR ETFS TRUST 4,107.0 $220K 0.14% $53.61 +3.2%
159 IAU ISHARES GOLD TR Financial Services 2,880.0 $217K 0.14% -102.0 -3.4% $75.51 +11.0%
160 BX BLACKSTONE INC Financial Services 1,844.0 $217K 0.14% NEW $117.67 +21.0%
Page 8 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%