§ 13F · FUND PROFILE
BKM Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $256.0T (13F)Positions · 157Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.7T 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 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 65K | $13.7T | 5.0% | +1% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 204K | $12.7T | 4.6% | +3% |
| 3 | MSFT | MICROSOFT CORP | 26K | $12.4T | 4.5% | +5% |
| 4 | AAPL | APPLE INC | 45K | $12.2T | 4.5% | −4% |
| 5 | IVW | ISHARES TR | 92K | $11.3T | 4.1% | −4% |
| 6 | DEUS | DBX ETF TR | 177K | $10.3T | 3.8% | +3% |
| 7 | AVGO | BROADCOM INC | 20K | $6.8T | 2.5% | +19% |
| 8 | JPM | JPMORGAN CHASE & CO. | 20K | $6.3T | 2.3% | +10% |
| 9 | VO | VANGUARD INDEX FDS | 19K | $5.5T | 2.0% | +1% |
| 10 | IJJ | ISHARES TR | 42K | $5.5T | 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 $255976.9 trillion in assets. The fund runs a portfolio of 157 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed