BKM Wealth Management, LLC: 13F holdings
CIK 20072632026Q2
| Positions | 148 |
|---|---|
| Reported value | $282.4m |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVE ISHARES TR | 61,664 | $14.0m | 5.0% |
| AAPL APPLE INC | 45,360 | $13.1m | 4.6% |
| VEA VANGUARD TAX-MANAGED FDS | 181,119 | $12.9m | 4.6% |
| IWF ISHARES TR | 86,516 | $11.9m | 4.2% |
| DBX ETF TR | 164,445 | $10.7m | 3.8% |
| MSFT MICROSOFT CORP | 25,316 | $9.4m | 3.3% |
| AVGO BROADCOM INC | 19,317 | $7.3m | 2.6% |
| GOOGL ALPHABET INC | 20,104 | $7.2m | 2.5% |
| JPM JPMORGAN CHASE & CO | 20,960 | $6.9m | 2.4% |
| VO VANGUARD INDEX FDS | 74,696 | $6.0m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2007263")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.