BKM Wealth Management, LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$273.5M

Holdings

146

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (146 positions)

#StockSharesValue% PortfolioType
1
IVEISHARES TR
64,561$13.7M5.01%
2
VEAVANGUARD TAX-MANAGED FDS
203,581$12.7M4.65%
3
MSFTMICROSOFT CORP
25,570$12.4M4.52%
4
AAPLAPPLE INC
45,019$12.2M4.47%
5
IVWISHARES TR
91,520$11.3M4.12%
6
DEUSDBX ETF TR
176,516$10.3M3.76%
7
AVGOBROADCOM INC
19,660$6.8M2.49%
8
JPMJPMORGAN CHASE & CO.
19,630$6.3M2.31%
9
VOVANGUARD INDEX FDS
19,094$5.5M2.03%
10
IJJISHARES TR
41,977$5.5M2.02%
11
GOOGLALPHABET INC
15,407$4.8M1.76%
12
VWOVANGUARD INTL EQUITY INDEX F
87,393$4.7M1.72%
13
DGSWISDOMTREE TR
79,660$4.6M1.67%
14
IJSISHARES TR
39,721$4.5M1.65%
15
BLKBLACKROCK INC
4,155$4.4M1.63%
16
IJKISHARES TR
43,668$4.2M1.55%
17
SDCIUSCF ETF TR
183,943$4.1M1.48%
18
ADIANALOG DEVICES INC
14,541$3.9M1.44%
19
VTVVANGUARD INDEX FDS
20,619$3.9M1.44%
20
JNJJOHNSON & JOHNSON
17,142$3.5M1.30%
21
QQQMINVESCO EXCH TRADED FD TR II
13,676$3.5M1.26%
22
SCHDSCHWAB STRATEGIC TR
125,571$3.4M1.26%
23
VUGVANGUARD INDEX FDS
6,655$3.2M1.19%
24
IJTISHARES TR
22,727$3.2M1.17%
25
ABTABBOTT LABS
23,112$2.9M1.06%
26
EELVINVESCO EXCH TRADED FD TR II
102,050$2.8M1.02%
27
METAMETA PLATFORMS INC
4,213$2.8M1.02%
28
GEGE AEROSPACE
8,600$2.6M0.97%
29
LOWLOWES COS INC
10,964$2.6M0.97%
30
GQ9SPDR GOLD TR
6,562$2.6M0.95%
31
LHXL3HARRIS TECHNOLOGIES INC
8,682$2.5M0.93%
32
IBMINTERNATIONAL BUSINESS MACHS
7,929$2.3M0.86%
33
LINLINDE PLC
5,476$2.3M0.85%
34
NDQINVESCO QQQ TR
3,724$2.3M0.84%
35
HYGISHARES TR
27,976$2.3M0.82%
36
RSPINVESCO EXCHANGE TRADED FD T
11,647$2.2M0.82%
37
GDGENERAL DYNAMICS CORP
6,400$2.2M0.79%
38
WMTWALMART INC
19,215$2.1M0.78%
39
AMGNAMGEN INC
6,527$2.1M0.78%
40
CSCOCISCO SYS INC
27,574$2.1M0.78%
41
WECWEC ENERGY GROUP INC
19,005$2.0M0.73%
42
VNQVANGUARD INDEX FDS
21,570$1.9M0.70%
43
JPEMJ P MORGAN EXCHANGE TRADED F
30,306$1.8M0.67%
44
EMREMERSON ELEC CO
13,322$1.8M0.65%
45
COSTCOSTCO WHSL CORP NEW
2,047$1.8M0.65%
46
JEPIJ P MORGAN EXCHANGE TRADED F
30,510$1.7M0.64%
47
VTIVANGUARD INDEX FDS
5,198$1.7M0.64%
48
QYLDGLOBAL X FDS
98,575$1.7M0.64%
49
NEENEXTERA ENERGY INC
21,418$1.7M0.63%
50
VOEVANGUARD INDEX FDS
9,100$1.6M0.59%
51
MCDMCDONALDS CORP
5,198$1.6M0.58%
52
DBCINVESCO DB COMMDY INDX TRCK
70,750$1.6M0.58%
53
PGPROCTER AND GAMBLE CO
10,952$1.6M0.57%
54
CVXCHEVRON CORP NEW
10,231$1.6M0.57%
55
CBCHUBB LIMITED
4,782$1.5M0.55%
56
SPGIS&P GLOBAL INC
2,744$1.4M0.52%
57
ACNACCENTURE PLC IRELAND
5,125$1.4M0.50%
58
VBRVANGUARD INDEX FDS
6,317$1.3M0.49%
59
TRVCCITIGROUP INC
11,282$1.3M0.48%
60
OMCOMNICOM GROUP INC
15,736$1.3M0.46%
61
EMBISHARES TR
12,884$1.2M0.45%
62
GWWWW GRAINGER INC
1,219$1.2M0.45%
63
VOTVANGUARD INDEX FDS
4,333$1.2M0.44%
64
PEPPEPSICO INC
8,369$1.2M0.44%
65
VBKVANGUARD INDEX FDS
3,940$1.2M0.44%
66
ASMLASML HOLDING N V
1,110$1.2M0.43%
67
ISPYPROSHARES TR
25,247$1.2M0.42%
68
BARGRANITESHARES GOLD TR
26,966$1.1M0.42%
69
NVDANVIDIA CORPORATION
5,951$1.1M0.41%
70
MPCMARATHON PETE CORP
6,703$1.1M0.40%
71
BRK/BBERKSHIRE HATHAWAY INC DEL
2,061$1.0M0.38%
72
TSMTAIWAN SEMICONDUCTOR MFG LTD
3,396$1.0M0.38%
73
MFDXPIMCO EQUITY SER
26,241$1.0M0.37%
74
ZTSZOETIS INC
7,666$964K0.35%
75
SPYSPDR S&P 500 ETF TR
1,404$957K0.35%
76
ARCCARES CAPITAL CORP
46,997$950K0.35%
77
CLCOLGATE PALMOLIVE CO
10,929$863K0.32%
78
SHWSHERWIN WILLIAMS CO
2,621$849K0.31%
79
RTXRTX CORPORATION
4,494$824K0.30%
80
IWDISHARES TR
3,726$783K0.29%
81
IJHISHARES TR
11,761$776K0.28%
82
BCSBARCLAYS PLC
29,996$763K0.28%
83
IJRISHARES TR
6,304$757K0.28%
84
IAU*ISHARES GOLD TR
9,307$755K0.28%
85
SDOGALPS ETF TR
12,086$730K0.27%
86
SMLFISHARES TR
9,670$724K0.26%
87
SAPSAP SE
2,947$715K0.26%
88
MDLZMONDELEZ INTL INC
12,684$682K0.25%
89
IWFISHARES TR
1,390$657K0.24%
90
CCEPCOCA-COLA EUROPACIFIC PARTNE
7,148$648K0.24%
91
PEYINVESCO EXCHANGE TRADED FD T
30,815$628K0.23%
92
QSRRESTAURANT BRANDS INTL INC
9,199$627K0.23%
93
SONYSONY GROUP CORP
23,936$612K0.22%
94
AEPAMERICAN ELEC PWR CO INC
5,244$604K0.22%
95
NGGNATIONAL GRID PLC
7,644$591K0.22%
96
SNNSMITH & NEPHEW PLC
18,011$590K0.22%
97
AGGISHARES TR
5,860$585K0.21%
98
COWZPACER FDS TR
9,533$573K0.21%
99
RPMRPM INTL INC
5,322$553K0.20%
100
SHELSHELL PLC
7,130$523K0.19%
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