§ 13F · FUND PROFILE
BKM Wealth Management, LLC.
AUM · $282M (13F)Positions · 148Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 62K | $14M | 5.0% | −5% |
| 2 | AAPL | APPLE INC | 45K | $13M | 4.6% | −2% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 181K | $13M | 4.6% | −11% |
| 4 | IVW | ISHARES TR | 87K | $12M | 4.2% | −7% |
| 5 | DEUS | DBX ETF TR | 164K | $11M | 3.8% | −5% |
| 6 | MSFT | MICROSOFT CORP | 25K | $9M | 3.3% | +4% |
| 7 | AVGO | BROADCOM INC | 19K | $7M | 2.6% | −4% |
| 8 | GOOGL | ALPHABET INC | 20K | $7M | 2.5% | +1% |
| 9 | JPM | JPMORGAN CHASE & CO | 21K | $7M | 2.4% | +8% |
| 10 | VO | VANGUARD INDEX FDS | 75K | $6M | 2.1% | +286% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BKM SIGNAL
AC read
BKM Wealth Management, LLC is a Other fund managing $282 million in assets. The fund runs a portfolio of 148 positions.
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