§ 13F · FUND PROFILE
Bauman Advisory Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 51Turnover · — · Q4Filed · Feb 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$124.1T 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 FEB 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 446K | $35.8T | 28.8% | NEW |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | 48K | $12.2T | 9.8% | NEW |
| 3 | SCHG | SCHWAB STRATEGIC TR | 240K | $7.8T | 6.3% | NEW |
| 4 | IJH | ISHARES TR | 117K | $7.8T | 6.2% | NEW |
| 5 | IJR | ISHARES TR | 40K | $4.8T | 3.9% | NEW |
| 6 | IAUM | ISHARES GOLD TR | 111K | $4.8T | 3.9% | NEW |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | 81K | $4.6T | 3.7% | NEW |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | 90K | $4.5T | 3.7% | NEW |
| 9 | BINC | BLACKROCK ETF TRUST II | 70K | $3.7T | 3.0% | NEW |
| 10 | AVUV | AMERICAN CENTY ETF TR | 34K | $3.4T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAUMAN SIGNAL
AC read
Bauman Advisory Group, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed