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.
Bauman Advisory Group, LLC (CIK 2111802) reported $188.9M across 81 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($36.3M, 19.24%), QQQM ($18.4M, 9.73%), AVLV ($11.6M, 6.13%), STLG ($11.5M, 6.11%), AVDE ($9.2M, 4.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $36.3M | 19.24% | 413,608 | Trimmed |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $18.4M | 9.73% | 60,629 | Added |
| 3 | AVLV | AMERICAN CENTY ETF TR | $11.6M | 6.13% | 126,848 | New |
| 4 | STLG | ISHARES TR | $11.5M | 6.11% | 139,714 | New |
| 5 | AVDE | AMERICAN CENTY ETF TR | $9.2M | 4.89% | 103,645 | Trimmed |
| 6 | BINC | BLACKROCK ETF TRUST II | $7.2M | 3.79% | 136,941 | Added |
| 7 | AVUV | AMERICAN CENTY ETF TR | $6.1M | 3.20% | 48,501 | Added |
| 8 | AVSC | AMERICAN CENTY ETF TR | $6.0M | 3.16% | 81,320 | Added |
| 9 | AVEM | AMERICAN CENTY ETF TR | $5.7M | 3.04% | 59,424 | Added |
| 10 | IAUM | ISHARES GOLD TRUST MICRO | $5.6M | 2.95% | 139,413 | Trimmed |
| 11 | AVDV | AMERICAN CENTY ETF TR | $5.6M | 2.95% | 54,109 | Added |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.5M | 2.93% | 98,124 | Added |
| 13 | USIG | ISHARES TR | $5.1M | 2.71% | 99,882 | Added |
| 14 | SPHY | SPDR SERIES TRUST | $5.1M | 2.71% | 218,613 | Added |
| 15 | AGG | ISHARES TR | $3.6M | 1.92% | 36,733 | Added |
| 16 | AAPL | APPLE INC | $3.1M | 1.62% | 10,559 | Added |
| 17 | SPYI | NEOS ETF TRUST | $2.1M | 1.12% | 39,695 | Added |
| 18 | JAAA | JANUS DETROIT STR TR | $1.8M | 0.97% | 36,362 | Added |
| 19 | VCSH | VANGUARD SCOTTSDALE FDS | $1.8M | 0.95% | 22,768 | Added |
| 20 | SPHQ | INVESCO EXCHANGE TRADED FD T | $1.8M | 0.94% | 19,680 | Trimmed |
| 21 | SCHP | SCHWAB STRATEGIC TR | $1.7M | 0.92% | 65,870 | Added |
| 22 | HDV | ISHARES TR | $1.7M | 0.90% | 62,313 | Added |
| 23 | SOXX | ISHARES TR | $1.6M | 0.83% | 2,457 | Added |
| 24 | WMT | WALMART INC | $1.5M | 0.79% | 13,189 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $1.4M | 0.73% | 6,915 | Added |
Source: SEC Form 13F filings · as of 2026-06-30