StockDriftsStockDriftsTop 50 Bauman Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 19.24% | 413.6K | $36.3M | -0.55%(-2.30K) | $79.28(+14.83%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 9.73% | 60.6K | $18.4M | +8.92%(+4.97K) | $250.77(+18.30%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 6.13% | 126.8K | $11.6M | new | $85.01(+11.08%) | 2026-06-30 | |
| GARP | ISHARES TR | 6.11% | 139.7K | $11.5M | new | $72.07(+16.48%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 4.89% | 103.6K | $9.2M | -2.37%(-2.52K) | $83.58(+12.38%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 3.79% | 136.9K | $7.2M | +20.22%(+23.03K) | $52.64(-1.21%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.2% | 48.5K | $6.1M | +11.69%(+5.08K) | $103.49(+23.17%) | 2026-06-30 | |
| AVSC | AMERICAN CENTY ETF TR | 3.16% | 81.3K | $6.0M | +45.51%(+25.43K) | $62.56(+18.23%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.04% | 59.4K | $5.7M | +124.40%(+32.94K) | $83.42(+10.90%) | 2026-06-30 | |
| IAUM | ISHARES GOLD TRUST MICRO | 2.95% | 139.4K | $5.6M | -26.98%(-51.51K) | $42.46(+3.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.29% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.94% |
Bauman Advisory Group, LLC reports $188.88M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (19.2%), QQQM (9.7%) and AVLV (6.1%). The top 20 holdings account for 81.06% of reported assets. Its disclosed equity book has returned +7.29% cumulatively over 2 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 Bauman Advisory Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111802). View Bauman Advisory Group, LLC’s 13F filings on SEC