BAM Wealth Management, LLC: 13F holdings
CIK 20936492026Q2
| Positions | 166 |
|---|
| Reported value | $159.8m |
|---|
| Filed | 2026-07-14 |
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Change since last quarter
| Positions | 166 (+8 vs prior quarter) |
|---|
| Reported value | $159.8m (+19.5%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BOND PIMCO ETF TR | 70,678 | $6.5m | 4.1% |
| FMAY FIRST TR EXCHNG TRADED FD VI | 100,088 | $5.6m | 3.5% |
| FJUN FIRST TR EXCHNG TRADED FD VI | 92,263 | $5.5m | 3.5% |
| AAPL APPLE INC | 16,676 | $4.8m | 3.0% |
| FAPR FIRST TR EXCHNG TRADED FD VI | 100,600 | $4.7m | 2.9% |
| FJAN FIRST TR EXCHNG TRADED FD VI | 79,832 | $4.4m | 2.8% |
| FFEB FIRST TR EXCHNG TRADED FD VI | 71,163 | $4.3m | 2.7% |
| FIRST TR EXCHNG TRADED FD VI | 100,561 | $4.3m | 2.7% |
| GJUN FIRST TR EXCHNG TRADED FD VI | 104,305 | $4.3m | 2.7% |
| NVDA NVIDIA CORPORATION | 19,325 | $3.9m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2093649")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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