BKM Wealth Management, LLC
BKM Wealth Management, LLC reported 148 positions worth $282.4M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: IVE (5.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVE | SH | $14.0M | 4.96% | 61,664 | — | — | |
| ▸ 2 | AAPL | SH | $13.1M | 4.65% | 45,360 | — | — | |
| ▸ 3 | VEA | SH | $12.9M | 4.57% | 181,119 | — | — | |
| ▸ 4 | IVW | SH | $11.9M | 4.21% | 86,516 | — | — | |
| ▸ 5 | DEUS | SH | $10.7M | 3.80% | 164,445 | — | — | |
| ▸ 6 | MSFT | SH | $9.4M | 3.34% | 25,316 | — | — | |
| ▸ 7 | AVGO | SH | $7.3M | 2.58% | 19,317 | — | — | |
| ▸ 8 | GOOGL | SH | $7.2M | 2.54% | 20,104 | — | — | |
| ▸ 9 | JPM | SH | $6.9M | 2.43% | 20,960 | — | — | |
| ▸ 10 | VO | SH | $6.0M | 2.13% | 74,696 | — | — |
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Frequently Asked Questions
What stocks does BKM Wealth Management, LLC hold as of Q2 2026?
BKM Wealth Management, LLC reported 148 positions worth $282.4M in its Q2 2026 13F filing. Largest positions: IVE (5.0%), AAPL (4.6%), VEA (4.6%), IVW (4.2%) and DEUS (3.8%).
What did BKM Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BKM Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.