BKM Wealth Management, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$273.5B
Holdings
146
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (146 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVEISHARES TR | 64,561 | $13.7B | 5.01% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 203,581 | $12.7B | 4.65% | |
| 3 | MSFTMICROSOFT CORP | 25,570 | $12.4B | 4.52% | |
| 4 | AAPLAPPLE INC | 45,019 | $12.2B | 4.47% | |
| 5 | IVWISHARES TR | 91,520 | $11.3B | 4.12% | |
| 6 | DEUSDBX ETF TR | 176,516 | $10.3B | 3.76% | |
| 7 | AVGOBROADCOM INC | 19,660 | $6.8B | 2.49% | |
| 8 | JPMJPMORGAN CHASE & CO. | 19,630 | $6.3B | 2.31% | |
| 9 | VOVANGUARD INDEX FDS | 19,094 | $5.5B | 2.03% | |
| 10 | IJJISHARES TR | 41,977 | $5.5B | 2.02% | |
| 11 | GOOGLALPHABET INC | 15,407 | $4.8B | 1.76% | |
| 12 | VWOVANGUARD INTL EQUITY INDEX F | 87,393 | $4.7B | 1.72% | |
| 13 | DGSWISDOMTREE TR | 79,660 | $4.6B | 1.67% | |
| 14 | IJSISHARES TR | 39,721 | $4.5B | 1.65% | |
| 15 | BLKBLACKROCK INC | 4,155 | $4.4B | 1.63% | |
| 16 | IJKISHARES TR | 43,668 | $4.2B | 1.55% | |
| 17 | SDCIUSCF ETF TR | 183,943 | $4.1B | 1.48% | |
| 18 | ADIANALOG DEVICES INC | 14,541 | $3.9B | 1.44% | |
| 19 | VTVVANGUARD INDEX FDS | 20,619 | $3.9B | 1.44% | |
| 20 | JNJJOHNSON & JOHNSON | 17,142 | $3.5B | 1.30% | |
| 21 | QQQMINVESCO EXCH TRADED FD TR II | 13,676 | $3.5B | 1.26% | |
| 22 | SCHDSCHWAB STRATEGIC TR | 125,571 | $3.4B | 1.26% | |
| 23 | VUGVANGUARD INDEX FDS | 6,655 | $3.2B | 1.19% | |
| 24 | IJTISHARES TR | 22,727 | $3.2B | 1.17% | |
| 25 | ABTABBOTT LABS | 23,112 | $2.9B | 1.06% | |
| 26 | EELVINVESCO EXCH TRADED FD TR II | 102,050 | $2.8B | 1.02% | |
| 27 | METAMETA PLATFORMS INC | 4,213 | $2.8B | 1.02% | |
| 28 | GEGE AEROSPACE | 8,600 | $2.6B | 0.97% | |
| 29 | LOWLOWES COS INC | 10,964 | $2.6B | 0.97% | |
| 30 | GQ9SPDR GOLD TR | 6,562 | $2.6B | 0.95% | |
| 31 | LHXL3HARRIS TECHNOLOGIES INC | 8,682 | $2.5B | 0.93% | |
| 32 | IBMINTERNATIONAL BUSINESS MACHS | 7,929 | $2.3B | 0.86% | |
| 33 | LINLINDE PLC | 5,476 | $2.3B | 0.85% | |
| 34 | NDQINVESCO QQQ TR | 3,724 | $2.3B | 0.84% | |
| 35 | HYGISHARES TR | 27,976 | $2.3B | 0.82% | |
| 36 | RSPINVESCO EXCHANGE TRADED FD T | 11,647 | $2.2B | 0.82% | |
| 37 | GDGENERAL DYNAMICS CORP | 6,400 | $2.2B | 0.79% | |
| 38 | WMTWALMART INC | 19,215 | $2.1B | 0.78% | |
| 39 | AMGNAMGEN INC | 6,527 | $2.1B | 0.78% | |
| 40 | CSCOCISCO SYS INC | 27,574 | $2.1B | 0.78% | |
| 41 | WECWEC ENERGY GROUP INC | 19,005 | $2.0B | 0.73% | |
| 42 | VNQVANGUARD INDEX FDS | 21,570 | $1.9B | 0.70% | |
| 43 | JPEMJ P MORGAN EXCHANGE TRADED F | 30,306 | $1.8B | 0.67% | |
| 44 | EMREMERSON ELEC CO | 13,322 | $1.8B | 0.65% | |
| 45 | COSTCOSTCO WHSL CORP NEW | 2,047 | $1.8B | 0.65% | |
| 46 | JEPIJ P MORGAN EXCHANGE TRADED F | 30,510 | $1.7B | 0.64% | |
| 47 | VTIVANGUARD INDEX FDS | 5,198 | $1.7B | 0.64% | |
| 48 | QYLDGLOBAL X FDS | 98,575 | $1.7B | 0.64% | |
| 49 | NEENEXTERA ENERGY INC | 21,418 | $1.7B | 0.63% | |
| 50 | VOEVANGUARD INDEX FDS | 9,100 | $1.6B | 0.59% | |
| 51 | MCDMCDONALDS CORP | 5,198 | $1.6B | 0.58% | |
| 52 | DBCINVESCO DB COMMDY INDX TRCK | 70,750 | $1.6B | 0.58% | |
| 53 | PGPROCTER AND GAMBLE CO | 10,952 | $1.6B | 0.57% | |
| 54 | CVXCHEVRON CORP NEW | 10,231 | $1.6B | 0.57% | |
| 55 | CBCHUBB LIMITED | 4,782 | $1.5B | 0.55% | |
| 56 | SPGIS&P GLOBAL INC | 2,744 | $1.4B | 0.52% | |
| 57 | ACNACCENTURE PLC IRELAND | 5,125 | $1.4B | 0.50% | |
| 58 | VBRVANGUARD INDEX FDS | 6,317 | $1.3B | 0.49% | |
| 59 | TRVCCITIGROUP INC | 11,282 | $1.3B | 0.48% | |
| 60 | OMCOMNICOM GROUP INC | 15,736 | $1.3B | 0.46% | |
| 61 | EMBISHARES TR | 12,884 | $1.2B | 0.45% | |
| 62 | GWWWW GRAINGER INC | 1,219 | $1.2B | 0.45% | |
| 63 | VOTVANGUARD INDEX FDS | 4,333 | $1.2B | 0.44% | |
| 64 | PEPPEPSICO INC | 8,369 | $1.2B | 0.44% | |
| 65 | VBKVANGUARD INDEX FDS | 3,940 | $1.2B | 0.44% | |
| 66 | ASMLASML HOLDING N V | 1,110 | $1.2B | 0.43% | |
| 67 | ISPYPROSHARES TR | 25,247 | $1.2B | 0.42% | |
| 68 | BARGRANITESHARES GOLD TR | 26,966 | $1.1B | 0.42% | |
| 69 | NVDANVIDIA CORPORATION | 5,951 | $1.1B | 0.41% | |
| 70 | MPCMARATHON PETE CORP | 6,703 | $1.1B | 0.40% | |
| 71 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,061 | $1.0B | 0.38% | |
| 72 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,396 | $1.0B | 0.38% | |
| 73 | MFDXPIMCO EQUITY SER | 26,241 | $1.0B | 0.37% | |
| 74 | ZTSZOETIS INC | 7,666 | $964.0M | 0.35% | |
| 75 | SPYSPDR S&P 500 ETF TR | 1,404 | $957.0M | 0.35% | |
| 76 | ARCCARES CAPITAL CORP | 46,997 | $950.0M | 0.35% | |
| 77 | CLCOLGATE PALMOLIVE CO | 10,929 | $863.0M | 0.32% | |
| 78 | SHWSHERWIN WILLIAMS CO | 2,621 | $849.0M | 0.31% | |
| 79 | RTXRTX CORPORATION | 4,494 | $824.0M | 0.30% | |
| 80 | IWDISHARES TR | 3,726 | $783.0M | 0.29% | |
| 81 | IJHISHARES TR | 11,761 | $776.0M | 0.28% | |
| 82 | BCSBARCLAYS PLC | 29,996 | $763.0M | 0.28% | |
| 83 | IJRISHARES TR | 6,304 | $757.0M | 0.28% | |
| 84 | IAU*ISHARES GOLD TR | 9,307 | $755.0M | 0.28% | |
| 85 | SDOGALPS ETF TR | 12,086 | $730.0M | 0.27% | |
| 86 | SMLFISHARES TR | 9,670 | $724.0M | 0.26% | |
| 87 | SAPSAP SE | 2,947 | $715.0M | 0.26% | |
| 88 | MDLZMONDELEZ INTL INC | 12,684 | $682.0M | 0.25% | |
| 89 | IWFISHARES TR | 1,390 | $657.0M | 0.24% | |
| 90 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 7,148 | $648.0M | 0.24% | |
| 91 | PEYINVESCO EXCHANGE TRADED FD T | 30,815 | $628.0M | 0.23% | |
| 92 | QSRRESTAURANT BRANDS INTL INC | 9,199 | $627.0M | 0.23% | |
| 93 | SONYSONY GROUP CORP | 23,936 | $612.0M | 0.22% | |
| 94 | AEPAMERICAN ELEC PWR CO INC | 5,244 | $604.0M | 0.22% | |
| 95 | NGGNATIONAL GRID PLC | 7,644 | $591.0M | 0.22% | |
| 96 | SNNSMITH & NEPHEW PLC | 18,011 | $590.0M | 0.22% | |
| 97 | AGGISHARES TR | 5,860 | $585.0M | 0.21% | |
| 98 | COWZPACER FDS TR | 9,533 | $573.0M | 0.21% | |
| 99 | RPMRPM INTL INC | 5,322 | $553.0M | 0.20% | |
| 100 | SHELSHELL PLC | 7,130 | $523.0M | 0.19% |
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