StockDriftsStockDriftsTop 50 BAM Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BOND | PIMCO ETF TR | 4.08% | 70.7K | $6.5M | +5.21%(+3.50K) | $92.75(-2.34%) | 2026-06-30 | |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 3.52% | 100.1K | $5.6M | new | $53.99(+6.50%) | 2026-06-30 | |
| FJUN | FIRST TR EXCHNG TRADED FD VI | 3.46% | 92.3K | $5.5M | new | $57.70(+6.28%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.02% | 16.7K | $4.8M | +1.34%(+220) | $235.11(+30.44%) | 2026-06-30 | |
| FAPR | FIRST TR EXCHNG TRADED FD VI | 2.94% | 100.6K | $4.7M | new | $42.85(+11.35%) | 2026-06-30 | |
| FJAN | FIRST TR EXCHNG TRADED FD VI | 2.75% | 79.8K | $4.4M | -12.13%(-11.03K) | $48.89(+15.24%) | 2026-06-30 | |
| FFEB | FIRST TR EXCHNG TRADED FD VI | 2.72% | 71.2K | $4.3M | -13.89%(-11.48K) | $53.82(+15.74%) | 2026-06-30 | |
| GMAY | FIRST TR EXCHNG TRADED FD VI | 2.71% | 100.6K | $4.3M | new | $41.76(+5.26%) | 2026-06-30 | |
| GJUN | FIRST TR EXCHNG TRADED FD VI | 2.69% | 104.3K | $4.3M | new | $40.01(+4.77%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.42% | 19.3K | $3.9M | +11.14%(+1.94K) | $175.19(+25.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.72% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.32% |
BAM Wealth Management, LLC reports $159.83M in US-listed equity holdings across 166 positions in its most recent 13F filing. Its largest disclosed positions are BOND (4.1%), FMAY (3.5%) and FJUN (3.5%). The top 20 holdings account for 47.12% of reported assets. Its disclosed equity book has returned +4.72% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BAM Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2093649). View BAM Wealth Management, LLC’s 13F filings on SEC