BAM Wealth Management, LLC Q4 2025 Filing
Filed January 20, 2026
Portfolio Value
$138.3M
Holdings
158
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (158 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IWRISHARES TR | 3,399 | $327K | 0.24% | |
| 102 | ELANELANCO ANIMAL HEALTH INC | 14,432 | $326K | 0.24% | |
| 103 | AGGISHARES TR | 3,233 | $322K | 0.23% | |
| 104 | XFEBFIRST TR EXCH TRADED FD III | 17,616 | $320K | 0.23% | |
| 105 | IDEVISHARES TR | 3,860 | $318K | 0.23% | |
| 106 | EMBISHARES TR | 3,258 | $313K | 0.23% | |
| 107 | CHTRCHARTER COMMUNICATIONS INC N | 1,492 | $311K | 0.22% | |
| 108 | BACVERIZON COMMUNICATIONS INC | 7,559 | $307K | 0.22% | |
| 109 | VTVVANGUARD INDEX FDS | 1,587 | $303K | 0.22% | |
| 110 | BUFDFIRST TR EXCHNG TRADED FD VI | 10,727 | $302K | 0.22% | |
| 111 | QUSSPDR SERIES TRUST | 1,739 | $302K | 0.22% | |
| 112 | JBNDJ P MORGAN EXCHANGE TRADED F | 5,546 | $299K | 0.22% | |
| 113 | KLMNINVESCO EXCH TRADED FD TR II | 2,511 | $299K | 0.22% | |
| 114 | PODDINSULET CORP | 1,025 | $291K | 0.21% | |
| 115 | THROBLACKROCK ETF TRUST | 7,571 | $291K | 0.21% | |
| 116 | SPSBSPDR SERIES TRUST | 9,587 | $289K | 0.21% | |
| 117 | AMDADVANCED MICRO DEVICES INC | 1,348 | $288K | 0.21% | |
| 118 | BRK/BBERKSHIRE HATHAWAY INC DEL | 549 | $275K | 0.20% | |
| 119 | MPWRMONOLITHIC PWR SYS INC | 299 | $271K | 0.20% | |
| 120 | COSTCOSTCO WHSL CORP NEW | 315 | $271K | 0.20% | |
| 121 | UBERUBER TECHNOLOGIES INC | 3,306 | $269K | 0.19% | |
| 122 | MEDPMEDPACE HLDGS INC | 476 | $267K | 0.19% | |
| 123 | BAIBLACKROCK ETF TRUST | 8,042 | $267K | 0.19% | |
| 124 | JIREJ P MORGAN EXCHANGE TRADED F | 3,478 | $260K | 0.19% | |
| 125 | IWFISHARES TR | 551 | $260K | 0.19% | |
| 126 | URIUNITED RENTALS INC | 322 | $259K | 0.19% | |
| 127 | VYMVANGUARD WHITEHALL FDS | 1,805 | $258K | 0.19% | |
| 128 | BRIFNEOS ETF TRUST | 8,557 | $257K | 0.19% | |
| 129 | PINSPINTEREST INC | 9,789 | $253K | 0.18% | |
| 130 | IEIISHARES TR | 2,109 | $251K | 0.18% | |
| 131 | JNJJOHNSON & JOHNSON | 1,199 | $247K | 0.18% | |
| 132 | JPMJPMORGAN CHASE & CO. | 762 | $245K | 0.18% | |
| 133 | SYKSTRYKER CORPORATION | 686 | $240K | 0.17% | |
| 134 | HIMSHIMS & HERS HEALTH INC | 7,380 | $239K | 0.17% | |
| 135 | BINCBLACKROCK ETF TRUST II | 4,485 | $236K | 0.17% | |
| 136 | MRKMERCK & CO INC | 2,259 | $236K | 0.17% | |
| 137 | SPYSPDR S&P 500 ETF TR | 342 | $233K | 0.17% | |
| 138 | TLTISHARES TR | 2,665 | $232K | 0.17% | |
| 139 | CRWDCROWDSTRIKE HLDGS INC | 485 | $226K | 0.16% | |
| 140 | IBMINTERNATIONAL BUSINESS MACHS | 756 | $223K | 0.16% | |
| 141 | VICIVICI PPTYS INC | 7,900 | $221K | 0.16% | |
| 142 | EFGISHARES TR | 1,937 | $220K | 0.16% | |
| 143 | FEMBFIRST TR EXCH TRADED FD III | 7,233 | $215K | 0.16% | |
| 144 | FSIGFIRST TR EXCHANGE-TRADED FD | 11,189 | $214K | 0.15% | |
| 145 | JGROJ P MORGAN EXCHANGE TRADED F | 2,300 | $213K | 0.15% | |
| 146 | LGOVFIRST TR EXCHANGE-TRADED FD | 9,795 | $213K | 0.15% | |
| 147 | ABBVABBVIE INC | 934 | $212K | 0.15% | |
| 148 | VUGVANGUARD INDEX FDS | 434 | $211K | 0.15% | |
| 149 | PWRQUANTA SVCS INC | 500 | $211K | 0.15% | |
| 150 | ISRGINTUITIVE SURGICAL INC | 371 | $209K | 0.15% | |
| 151 | SPGSIMON PPTY GROUP INC NEW | 1,126 | $208K | 0.15% | |
| 152 | CMCSACOMCAST CORP NEW | 6,977 | $208K | 0.15% | |
| 153 | PFEPFIZER INC | 8,372 | $207K | 0.15% | |
| 154 | TJXTJX COS INC NEW | 1,352 | $206K | 0.15% | |
| 155 | IVLUISHARES TR | 5,388 | $205K | 0.15% | |
| 156 | SHYGISHARES TR | 4,797 | $205K | 0.15% | |
| 157 | BAUGINNOVATOR ETFS TRUST | 4,107 | $205K | 0.15% | |
| 158 | DWDMORGAN STANLEY | 1,132 | $200K | 0.14% |
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