StockDriftsStockDriftsTop 50 BKM Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 4.96% | 61.7K | $14.0M | -5.45%(-3.56K) | $166.15(+42.47%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.65% | 45.4K | $13.1M | -2.08%(-964) | $203.54(+50.67%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.57% | 181.1K | $12.9M | -10.98%(-22.34K) | $46.81(+55.91%) | 2026-06-30 | |
| IVW | ISHARES TR | 4.21% | 86.5K | $11.9M | -7.06%(-6.58K) | $72.96(+94.31%) | 2026-06-30 | |
| DEUS | DBX ETF TR | 3.8% | 164.4K | $10.7M | -4.85%(-8.37K) | $47.60(+42.38%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.34% | 25.3K | $9.4M | +3.97%(+966) | $410.17(+22.57%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.58% | 19.3K | $7.3M | -3.71%(-745) | $210.33(+99.85%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.54% | 20.1K | $7.2M | +1.47%(+291) | $229.47(+53.16%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.43% | 21.0K | $6.9M | +7.74%(+1.50K) | $200.26(+80.51%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.13% | 74.7K | $6.0M | -3.60%(-2.79K) | $56.56(+46.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +42.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +43.86% |
BKM Wealth Management, LLC reports $282.36M in US-listed equity holdings across 148 positions in its most recent 13F filing. Its largest disclosed positions are IVE (5.0%), AAPL (4.7%) and VEA (4.6%). The top 20 holdings account for 51.74% of reported assets. Its disclosed equity book has returned +42.13% cumulatively over 10 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 BKM Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2007263). View BKM Wealth Management, LLC’s 13F filings on SEC