BKM Wealth Management, LLC
CIK: 0002007263SEC EDGAR →
Portfolio Value
$273.5M
Holdings
146
As of
Q4 2025
New Positions
146
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 64,561 | $13.7M | 5.01% |
| 2 | VANGUARD TAX-MANAGED FDS | 203,581 | $12.7M | 4.65% |
| 3 | MICROSOFT CORP | 25,570 | $12.4M | 4.52% |
| 4 | APPLE INC | 45,019 | $12.2M | 4.47% |
| 5 | ISHARES TR | 91,520 | $11.3M | 4.12% |
| 6 | DBX ETF TR | 176,516 | $10.3M | 3.76% |
| 7 | BROADCOM INC | 19,660 | $6.8M | 2.49% |
| 8 | JPMORGAN CHASE & CO. | 19,630 | $6.3M | 2.31% |
| 9 | VANGUARD INDEX FDS | 19,094 | $5.5M | 2.03% |
| 10 | ISHARES TR | 41,977 | $5.5M | 2.02% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (146)
$13.7M · 65K shares
$12.7M · 204K shares
$12.4M · 26K shares
$12.2M · 45K shares
$11.3M · 92K shares
$10.3M · 177K shares
$6.8M · 20K shares
$6.3M · 20K shares
$5.5M · 19K shares
$5.5M · 42K shares
$4.8M · 15K shares
$4.7M · 87K shares
$4.6M · 80K shares
$4.5M · 40K shares
$4.4M · 4K shares
$4.2M · 44K shares
$4.1M · 184K shares
$3.9M · 15K shares
$3.9M · 21K shares
$3.5M · 17K shares
$3.5M · 14K shares
$3.4M · 126K shares
$3.2M · 7K shares
$3.2M · 23K shares
$2.9M · 23K shares
$2.8M · 102K shares
$2.8M · 4K shares
$2.6M · 9K shares
$2.6M · 11K shares
$2.6M · 7K shares
$2.5M · 9K shares
$2.3M · 8K shares
$2.3M · 5K shares
$2.3M · 4K shares
$2.3M · 28K shares
$2.2M · 12K shares
$2.2M · 6K shares
$2.1M · 19K shares
$2.1M · 7K shares
$2.1M · 28K shares
$2.0M · 19K shares
$1.9M · 22K shares
$1.8M · 30K shares
$1.8M · 13K shares
$1.8M · 2K shares
$1.7M · 31K shares
$1.7M · 5K shares
$1.7M · 99K shares
$1.7M · 21K shares
$1.6M · 9K shares
$1.6M · 5K shares
$1.6M · 71K shares
$1.6M · 11K shares
$1.6M · 10K shares
$1.5M · 5K shares
$1.4M · 3K shares
$1.4M · 5K shares
$1.3M · 6K shares
$1.3M · 11K shares
$1.3M · 16K shares
$1.2M · 13K shares
$1.2M · 1K shares
$1.2M · 4K shares
$1.2M · 8K shares
$1.2M · 4K shares
$1.2M · 1K shares
$1.2M · 25K shares
$1.1M · 27K shares
$1.1M · 6K shares
$1.1M · 7K shares
$1.0M · 2K shares
$1.0M · 3K shares
$1.0M · 26K shares
$964K · 8K shares
$957K · 1K shares
$950K · 47K shares
$863K · 11K shares
$849K · 3K shares
$824K · 4K shares
$783K · 4K shares
$776K · 12K shares
$763K · 30K shares
$757K · 6K shares
$755K · 9K shares
$730K · 12K shares
$724K · 10K shares
$715K · 3K shares
$682K · 13K shares
$657K · 1K shares
$648K · 7K shares
$628K · 31K shares
$627K · 9K shares
$612K · 24K shares
$604K · 5K shares
$591K · 8K shares
$590K · 18K shares
$585K · 6K shares
$573K · 10K shares
$553K · 5K shares
$523K · 7K shares
$514K · 11K shares
$487K · 5K shares
$486K · 7K shares
$484K · 7K shares
$477K · 12K shares
$457K · 700 shares
$450K · 419 shares
$423K · 2K shares
$420K · 4K shares
$420K · 3K shares
$397K · 2K shares
$396K · 1K shares
$394K · 6K shares
$373K · 3K shares
$372K · 1K shares
$370K · 3K shares
$349K · 2K shares
$333K · 3K shares
$330K · 1K shares
$328K · 2K shares
$327K · 4K shares
$320K · 3K shares
$313K · 4K shares
$310K · 5K shares
$300K · 942 shares
$298K · 476 shares
$295K · 2K shares
$294K · 5K shares
$293K · 2K shares
$283K · 2K shares
$274K · 7K shares
$274K · 1K shares
$273K · 5K shares
$267K · 853 shares
$257K · 2K shares
$250K · 2K shares
$249K · 4K shares
$246K · 716 shares
$243K · 3K shares
$241K · 5K shares
$230K · 9K shares
$229K · 992 shares
$218K · 2K shares
$209K · 450 shares
$205K · 711 shares
$202K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $152.5M | 55.8% |
| Technology | 14 | $47.3M | 17.3% |
| Industrials | 15 | $14.0M | 5.1% |
| Healthcare | 11 | $12.5M | 4.6% |
| Consumer Defensive | 8 | $9.4M | 3.4% |
| Communication Services | 4 | $9.1M | 3.3% |
| Unknown | 7 | $8.7M | 3.2% |
| Utilities | 7 | $6.0M | 2.2% |
| Consumer Cyclical | 5 | $5.5M | 2.0% |
| Energy | 6 | $4.3M | 1.6% |
| Basic Materials | 4 | $4.1M | 1.5% |