StockDriftsStockDriftsTop 50 Bkm Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 5.12% | 69.3K | $15.8M | +12.42%(+7.66K) | $172.94(+38.47%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.08% | 47.2K | $15.7M | +4.11%(+1.87K) | $207.79(+67.58%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.89% | 214.4K | $15.1M | +18.39%(+33.30K) | $50.56(+38.31%) | 2026-09-30 | |
| IVW | ISHARES TR | 4.41% | 95.9K | $13.6M | +10.86%(+9.39K) | $79.51(+72.55%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.33% | 20.1K | $10.3M | -20.70%(-5.24K) | $410.17(+27.04%) | 2026-09-30 | |
| DEUS | DBX ETF TR | 3.32% | 161.7K | $10.3M | -1.67%(-2.75K) | $49.01(+37.20%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.88% | 25.9K | $8.9M | +28.61%(+5.75K) | $255.58(+26.86%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 1.98% | 18.5K | $6.1M | -11.67%(-2.45K) | $200.26(+68.05%) | 2026-09-30 | |
| IJJ | ISHARES TR | 1.97% | 44.3K | $6.1M | +12.58%(+4.95K) | $112.39(+28.09%) | 2026-09-30 | |
| ADI | ANALOG DEVICES INC | 1.91% | 14.9K | $5.9M | +16.12%(+2.06K) | $233.63(+65.11%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +44.81% |
| Top 20 Holdings Unweighted | — | — | — | — | +43.56% |
Bkm Wealth Management LLC reports $309.33M in US-listed equity holdings across 154 positions in its most recent 13F filing. Its largest disclosed positions are IVE (5.1%), AAPL (5.1%) and VEA (4.9%). The top 20 holdings account for 51.44% of reported assets. Its disclosed equity book has returned +44.81% cumulatively over 11 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 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