BKM Wealth Management, LLC

Est. AUM

$273.9M

13F long equity, this entity only

Positions

148

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	S&P 500 VAL ETF	$13.8M	65220	5.03%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$13.0M	203463	4.76%	SOLE
3	APPLE INC	COM	$11.8M	46324	4.29%	SOLE
4	ISHARES TR	S&P 500 GRWT ETF	$10.5M	93092	3.84%	SOLE
5	DBX ETF TR	XTRACKERS RUSSEL	$10.3M	172819	3.78%	SOLE
6	MICROSOFT CORP	COM	$9.0M	24350	3.29%	SOLE
7	BROADCOM INC	COM	$6.2M	20062	2.27%	SOLE
8	JPMORGAN CHASE & CO	COM	$5.7M	19455	2.09%	SOLE
9	ALPHABET INC	CAP STK CL C	$5.7M	19813	2.08%	SOLE
10	VANGUARD INDEX FDS	MID CAP ETF	$5.6M	19371	2.03%	SOLE
11	ISHARES TR	S&P MC 400VL ETF	$5.5M	41745	2.02%	SOLE
12	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.8M	88311	1.74%	SOLE
13	WISDOMTREE TR	EMG MKTS SMCAP	$4.8M	79171	1.74%	SOLE
14	USCF ETF TR	SUMMERHAVEN K1	$4.7M	173197	1.72%	SOLE
15	ISHARES TR	SP SMCP600VL ETF	$4.7M	39523	1.71%	SOLE
16	ISHARES TR	S&P MC 400GR ETF	$4.3M	43084	1.58%	SOLE
17	VANGUARD INDEX FDS	VALUE ETF	$4.3M	21894	1.57%	SOLE
18	ANALOG DEVICES INC	COM	$4.2M	13140	1.53%	SOLE
19	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.8M	16024	1.39%	SOLE
20	BLACKROCK INC	COM	$3.7M	3886	1.36%	SOLE
21	ISHARES TR	S&P SML 600 GWT	$3.4M	23244	1.23%	SOLE
22	VANGUARD INDEX FDS	GROWTH ETF	$3.2M	7406	1.18%	SOLE
23	JOHNSON & JOHNSON	COM	$3.2M	12970	1.16%	SOLE
24	INVESCO EXCH TRADED FD TR II	S&P EMRNG MKTS	$3.1M	108814	1.12%	SOLE
25	L3HARRIS TECHNOLOGIES INC	COM	$3.0M	8628	1.09%	SOLE
26	LINDE PLC	SHS	$2.9M	5771	1.04%	SOLE
27	GE AEROSPACE	COM NEW	$2.8M	9968	1.03%	SOLE
28	SPDR GOLD TR	GOLD SHS	$2.8M	6412	1.01%	SOLE
29	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.7M	87667	0.98%	SOLE
30	WEC ENERGY GROUP INC	COM	$2.6M	22211	0.94%	SOLE
31	CHEVRON CORPORATION	COM	$2.5M	11864	0.90%	SOLE
32	ABBOTT LABORATORIES	COM	$2.4M	23295	0.87%	SOLE
33	LOWES COS INC	COM	$2.4M	10095	0.87%	SOLE
34	ISHARES TR	IBOXX HI YD ETF	$2.2M	28267	0.82%	SOLE
35	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.2M	11659	0.82%	SOLE
36	AMGEN INC	COM	$2.2M	6342	0.81%	SOLE
37	GENERAL DYNAMICS CORP	COM	$2.2M	6423	0.81%	SOLE
38	VANGUARD INDEX FDS	REAL ESTATE ETF	$2.1M	23613	0.76%	SOLE
39	WALMART INC	COM	$2.1M	16728	0.76%	SOLE
40	INTERNATIONAL BUSINESS MACHS	COM	$2.0M	8364	0.74%	SOLE
41	CISCO SYS INC	COM	$2.0M	26046	0.74%	SOLE
42	INVESCO DB COMMDY INDX TRCK	UNIT	$2.0M	69715	0.74%	SOLE
43	META PLATFORMS INC	CL A	$2.0M	3496	0.73%	SOLE
44	J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$2.0M	31826	0.72%	SOLE
45	COSTCO WHOLESALE CORPORATION	COM	$1.9M	1905	0.69%	SOLE
46	EMERSON ELEC CO	COM	$1.9M	14367	0.69%	SOLE
47	NEXTERA ENERGY INC	COM	$1.9M	19915	0.68%	SOLE
48	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.8M	9627	0.65%	SOLE
49	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.7M	30563	0.63%	SOLE
50	GLOBAL X FDS	NASDAQ 100 COVER	$1.7M	99990	0.63%	SOLE

1–50 of 148

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.