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 $282.4M across 148 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVE ($14.0M, 4.96%), AAPL ($13.1M, 4.65%), VEA ($12.9M, 4.57%), IVW ($11.9M, 4.21%), DEUS ($10.7M, 3.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | $14.0M | 4.96% | 61,664 | Trimmed |
| 2 | AAPL | APPLE INC | $13.1M | 4.65% | 45,360 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $12.9M | 4.57% | 181,119 | Trimmed |
| 4 | IVW | ISHARES TR | $11.9M | 4.21% | 86,516 | Trimmed |
| 5 | DEUS | DBX ETF TR | $10.7M | 3.80% | 164,445 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $9.4M | 3.34% | 25,316 | Added |
| 7 | AVGO | BROADCOM INC | $7.3M | 2.58% | 19,317 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $7.2M | 2.54% | 20,104 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $6.9M | 2.43% | 20,960 | Added |
| 10 | VO | VANGUARD INDEX FDS | $6.0M | 2.13% | 74,696 | Added |
| 11 | IJJ | ISHARES TR | $5.8M | 2.06% | 39,374 | Trimmed |
| 12 | ADI | ANALOG DEVICES INC | $5.1M | 1.80% | 12,810 | Trimmed |
| 13 | IJS | ISHARES TR | $5.1M | 1.79% | 37,020 | Trimmed |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $4.8M | 1.70% | 80,565 | Trimmed |
| 15 | QQQM | INVESCO EXCH TRADED FD TR II | $4.8M | 1.70% | 15,816 | Trimmed |
| 16 | DGS | WISDOMTREE TR | $4.7M | 1.66% | 72,376 | Trimmed |
| 17 | IJK | ISHARES TR | $4.7M | 1.66% | 39,900 | Trimmed |
| 18 | JNJ | JOHNSON & JOHNSON | $4.2M | 1.48% | 16,493 | Added |
| 19 | IJT | ISHARES TR | $3.9M | 1.37% | 21,580 | Trimmed |
| 20 | GE | GE AEROSPACE | $3.7M | 1.31% | 9,900 | Trimmed |
| 21 | SDCI | USCF ETF TR | $3.7M | 1.30% | 139,172 | Trimmed |
| 22 | BLK | BLACKROCK INC | $3.6M | 1.26% | 3,706 | Trimmed |
| 23 | VTV | VANGUARD INDEX FDS | $3.4M | 1.22% | 15,802 | Trimmed |
| 24 | CSCO | CISCO SYS INC | $3.4M | 1.19% | 28,627 | Added |
| 25 | EELV | INVESCO EXCH TRADED FD TR II | $3.2M | 1.15% | 116,580 | Added |
Source: SEC Form 13F filings · as of 2026-06-30