§ 13F · FUND PROFILE
BKM Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $271M (13F)Positions · 155Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 65K | $14M | 5.0% | +1% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 203K | $13M | 4.8% | ±0% |
| 3 | AAPL | APPLE INC | 46K | $12M | 4.3% | +3% |
| 4 | IVW | ISHARES TR | 93K | $11M | 3.8% | +2% |
| 5 | DEUS | DBX ETF TR | 173K | $10M | 3.8% | −2% |
| 6 | MSFT | MICROSOFT CORP | 24K | $9M | 3.3% | −5% |
| 7 | AVGO | BROADCOM INC | 20K | $6M | 2.3% | +2% |
| 8 | JPM | JPMORGAN CHASE & CO | 19K | $6M | 2.1% | −1% |
| 9 | GOOGL | ALPHABET INC | 20K | $6M | 2.1% | +29% |
| 10 | VO | VANGUARD INDEX FDS | 19K | $6M | 2.0% | +1% |
§ 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 $271 million in assets. The fund runs a portfolio of 155 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed