StockDriftsStockDriftsTop 50 Bam Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BOND | PIMCO ETF TR | 3.7% | 78.7K | $6.8M | +11.33%(+8.01K) | $92.43(-5.22%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.15% | 17.5K | $5.8M | +4.86%(+811) | $238.64(+43.71%) | 2026-09-30 | |
| FAUG | FIRST TR EXCHNG TRADED FD VI | 2.84% | 91.2K | $5.3M | new | $50.63(+14.22%) | 2026-09-30 | |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 2.83% | 91.0K | $5.2M | -9.04%(-9.05K) | $53.99(+6.63%) | 2026-09-30 | |
| FSEP | FIRST TR EXCHNG TRADED FD VI | 2.79% | 90.3K | $5.2M | new | $49.65(+15.52%) | 2026-09-30 | |
| FJUN | FIRST TR EXCHNG TRADED FD VI | 2.78% | 84.0K | $5.1M | -8.97%(-8.27K) | $57.70(+6.28%) | 2026-09-30 | |
| FJUL | FIRST TR EXCHNG TRADED FD VI | 2.75% | 83.2K | $5.1M | new | $53.50(+14.92%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.57% | 20.8K | $4.7M | +7.55%(+1.46K) | $177.93(+22.01%) | 2026-09-30 | |
| FAPR | FIRST TR EXCHNG TRADED FD VI | 2.48% | 95.9K | $4.6M | -4.66%(-4.68K) | $45.58(+5.32%) | 2026-09-30 | |
| FJAN | FIRST TR EXCHNG TRADED FD VI | 2.46% | 80.3K | $4.5M | +0.62%(+494) | $48.93(+16.23%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.63% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.07% |
Bam Wealth Management LLC reports $184.82M in US-listed equity holdings across 202 positions in its most recent 13F filing. Its largest disclosed positions are BOND (3.7%), AAPL (3.1%) and FAUG (2.8%). The top 20 holdings account for 44.73% of reported assets. Its disclosed equity book has returned +7.63% cumulatively over 4 quarters. Figures reflect the Q3 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