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.
BKM Wealth Management, LLC (CIK 2007263) reported $273.9M across 148 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVE ($13.8M, 5.03%), VEA ($13.0M, 4.76%), AAPL ($11.8M, 4.29%), IVW ($10.5M, 3.84%), DEUS ($10.4M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | $13.8M | 5.03% | 65,220 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $13.0M | 4.76% | 203,463 | Trimmed |
| 3 | AAPL | APPLE INC | $11.8M | 4.29% | 46,324 | Added |
| 4 | IVW | ISHARES TR | $10.5M | 3.84% | 93,092 | Added |
| 5 | DEUS | DBX ETF TR | $10.4M | 3.78% | 172,819 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $9.0M | 3.29% | 24,350 | Trimmed |
| 7 | AVGO | BROADCOM INC | $6.2M | 2.27% | 20,062 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $5.7M | 2.09% | 19,455 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $5.7M | 2.08% | 19,813 | Added |
| 10 | VO | VANGUARD INDEX FDS | $5.6M | 2.03% | 19,371 | Added |
| 11 | IJJ | ISHARES TR | $5.5M | 2.02% | 41,745 | Trimmed |
| 12 | DGS | WISDOMTREE TR | $4.8M | 1.74% | 79,171 | Trimmed |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $4.8M | 1.74% | 88,311 | Added |
| 14 | SDCI | USCF ETF TR | $4.7M | 1.72% | 173,197 | Trimmed |
| 15 | IJS | ISHARES TR | $4.7M | 1.71% | 39,523 | Trimmed |
| 16 | IJK | ISHARES TR | $4.3M | 1.58% | 43,084 | Trimmed |
| 17 | VTV | VANGUARD INDEX FDS | $4.3M | 1.57% | 21,894 | Added |
| 18 | ADI | ANALOG DEVICES INC | $4.2M | 1.53% | 13,140 | Trimmed |
| 19 | QQQM | INVESCO EXCH TRADED FD TR II | $3.8M | 1.39% | 16,024 | Added |
| 20 | BLK | BLACKROCK INC | $3.7M | 1.36% | 3,886 | Trimmed |
| 21 | IJT | ISHARES TR | $3.4M | 1.23% | 23,244 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $3.2M | 1.18% | 7,406 | Added |
| 23 | JNJ | JOHNSON & JOHNSON | $3.2M | 1.16% | 12,970 | Trimmed |
| 24 | EELV | INVESCO EXCH TRADED FD TR II | $3.1M | 1.12% | 108,814 | Added |
| 25 | LHX | L3HARRIS TECHNOLOGIES INC | $3.0M | 1.09% | 8,628 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31