Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BAM Wealth Management, LLC (CIK 2093649) reported $133.7M across 156 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BOND ($6.2M, 4.64%), FFEB ($4.6M, 3.45%), FJAN ($4.6M, 3.43%), FDEC ($4.5M, 3.37%), FMAR ($4.5M, 3.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | $6.2M | 4.64% | 67,175 | Added |
| 2 | FFEB | FIRST TR EXCHNG TRADED FD VI | $4.6M | 3.45% | 82,643 | New |
| 3 | FJAN | FIRST TR EXCHNG TRADED FD VI | $4.6M | 3.43% | 90,857 | New |
| 4 | FDEC | FIRST TR EXCHNG TRADED FD VI | $4.5M | 3.37% | 90,718 | Trimmed |
| 5 | FMAR | FIRST TR EXCHNG TRADED FD VI | $4.5M | 3.36% | 92,573 | New |
| 6 | FNOV | FIRST TR EXCHNG TRADED FD VI | $4.5M | 3.35% | 83,930 | Trimmed |
| 7 | FOCT | FIRST TR EXCHNG TRADED FD VI | $4.4M | 3.28% | 91,964 | Trimmed |
| 8 | FSEP | FIRST TR EXCHNG TRADED FD VI | $4.3M | 3.21% | 85,378 | Trimmed |
| 9 | AAPL | APPLE INC | $4.2M | 3.12% | 16,456 | Added |
| 10 | PYLD | PIMCO ETF TR | $3.7M | 2.73% | 139,359 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $3.0M | 2.27% | 17,388 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $2.9M | 2.20% | 7,949 | Added |
| 13 | SDVY | FIRST TR EXCHANGE TRADED FD | $2.2M | 1.63% | 55,449 | Added |
| 14 | WMT | WALMART INC | $2.2M | 1.61% | 17,356 | Added |
| 15 | AVGO | BROADCOM INC | $2.1M | 1.54% | 6,656 | Added |
| 16 | GOOGL | ALPHABET INC | $1.8M | 1.37% | 6,354 | Trimmed |
| 17 | FTCB | FIRST TR EXCHANGE-TRADED FD | $1.8M | 1.35% | 86,184 | Added |
| 18 | AMZN | AMAZON COM INC | $1.5M | 1.13% | 7,233 | Trimmed |
| 19 | PMBS | PIMCO ETF TR | $1.5M | 1.12% | 30,193 | Added |
| 20 | VCIT | VANGUARD SCOTTSDALE FDS | $1.5M | 1.09% | 17,686 | Trimmed |
| 21 | LLY | ELI LILLY & CO | $1.4M | 1.08% | 1,569 | Added |
| 22 | BIV | VANGUARD BD INDEX FDS | $1.4M | 1.04% | 17,937 | Trimmed |
| 23 | SECT | NORTHERN LTS FD TR IV | $1.3M | 0.96% | 21,166 | Trimmed |
| 24 | META | META PLATFORMS INC | $1.2M | 0.91% | 2,129 | Added |
| 25 | UDIV | FRANKLIN TEMPLETON ETF TR | $1.2M | 0.89% | 23,031 | Added |
Source: SEC Form 13F filings · as of 2026-03-31