§ 13F · FUND PROFILE
BAM Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $129.1T (13F)Positions · 221Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$24.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | 65K | $6.0T | 4.3% | — |
| 2 | FDEC | FIRST TR EXCHNG TRADED FD VI | 100K | $5.1T | 3.7% | — |
| 3 | FNOV | FIRST TR EXCHNG TRADED FD VI | 92K | $5.0T | 3.6% | NEW |
| 4 | FOCT | FIRST TR EXCHNG TRADED FD VI | 102K | $5.0T | 3.6% | NEW |
| 5 | FSEP | FIRST TR EXCHNG TRADED FD VI | 94K | $4.8T | 3.5% | −9% |
| 6 | FAUG | FIRST TR EXCHNG TRADED FD VI | 86K | $4.6T | 3.3% | −11% |
| 7 | FJUL | FIRST TR EXCHNG TRADED FD VI | 78K | $4.3T | 3.1% | — |
| 8 | AAPL | APPLE INC | 15K | $4.1T | 3.0% | −4% |
| 9 | GDEC | FIRST TR EXCHNG TRADED FD VI | 109K | $4.1T | 3.0% | NEW |
| 10 | MSFT | MICROSOFT CORP | 7K | $3.4T | 2.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAM SIGNAL
AC read
BAM Wealth Management, LLC is a Other fund managing $129112.1 trillion in assets. The fund runs a broad portfolio of 221 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed