Bauman Advisory Group, LLC

Est. AUM

$142.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$31.8M	415912	22.31%	SOLE
2	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$13.2M	55663	9.27%	SOLE
3	AMERICAN CENTY ETF TR	INTL EQT ETF	$9.0M	106165	6.31%	SOLE
4	ISHARES GOLD TR	SHARES REPRESENT	$8.9M	190927	6.25%	SOLE
5	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$5.9M	113911	4.15%	SOLE
6	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.1M	26402	3.55%	SOLE
7	AMERICAN CENTY ETF TR	US SML CP VALU	$4.8M	43426	3.36%	SOLE
8	AMERICAN CENTY ETF TR	INTL SMCP VLU	$4.6M	45869	3.21%	SOLE
9	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.5M	78569	3.12%	SOLE
10	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.4M	143445	3.08%	SOLE
11	ISHARES TR	USD INV GRDE ETF	$4.4M	85043	3.05%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$4.3M	185483	3.03%	SOLE
13	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$3.5M	55888	2.44%	SOLE
14	ISHARES TR	CORE US AGGBD ET	$2.9M	28856	2.01%	SOLE
15	APPLE INC	COM	$2.3M	9026	1.61%	SOLE
16	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.1M	26481	1.50%	SOLE
17	ZACKS TRUST	SMALL/MID CAP	$1.8M	47845	1.24%	SOLE
18	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.5M	18788	1.04%	SOLE
19	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.5M	19745	1.04%	SOLE
20	NEOS ETF TRUST	NEOS S&P 500 HI	$1.5M	29702	1.03%	SOLE
21	JANUS DETROIT STR TR	HENDRSON AAA CL	$1.5M	28939	1.02%	SOLE
22	SCHWAB STRATEGIC TR	US TIPS ETF	$1.4M	53728	1.00%	SOLE
23	ISHARES TR	CORE HIGH DV ETF	$1.4M	10351	0.98%	SOLE
24	COSTCO WHOLESALE CORPORATION	COM	$1.3M	1289	0.90%	SOLE
25	WALMART INC	COM	$1.2M	9281	0.81%	SOLE
26	ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$1.1M	14767	0.74%	SOLE
27	UNITED PARCEL SVCS INC	CL B	$1.0M	10189	0.70%	SOLE
28	MICROSOFT CORP	COM	$867K	2343	0.61%	SOLE
29	NVIDIA CORPORATION	COM	$804K	4610	0.56%	SOLE
30	FIDELITY WISE ORIGIN BITCOIN	SHS	$725K	12287	0.51%	SOLE
31	AMAZON COM INC	COM	$705K	3386	0.49%	SOLE
32	VANECK ETF TRUST	URANIUM AND NUCL	$688K	5169	0.48%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET ENE	$608K	9922	0.43%	SOLE
34	JPMORGAN CHASE & CO	COM	$587K	1994	0.41%	SOLE
35	WORLD GOLD TR	SPDR GLD MINIS	$546K	5888	0.38%	SOLE
36	ALPHABET INC	CAP STK CL A	$544K	1892	0.38%	SOLE
37	ISHARES TR	ISHARES SEMICDTR	$543K	1653	0.38%	SOLE
38	SEMPRA	COM	$498K	5130	0.35%	SOLE
39	ALPHABET INC	CAP STK CL C	$488K	1700	0.34%	SOLE
40	STRIDE INC	COM	$476K	5396	0.33%	SOLE
41	CARPENTER TECHNOLOGY CORP	COM	$471K	1194	0.33%	SOLE
42	FIRSTCASH HOLDINGS INC	COM	$455K	2419	0.32%	SOLE
43	ISHARES TR	CORE S&P TTL STK	$452K	3176	0.32%	SOLE
44	ETF SER SOLUTIONS	DEFIANCE QUANTUM	$451K	4206	0.32%	SOLE
45	CITIGROUP INC	COM NEW	$415K	3660	0.29%	SOLE
46	MONOLITHIC PWR SYS INC	COM	$412K	377	0.29%	SOLE
47	MCKESSON CORP	COM	$408K	472	0.29%	SOLE
48	API GROUP CORP	COM STK	$398K	9815	0.28%	SOLE
49	ISHARES TR	S&P 500 GRWT ETF	$381K	3373	0.27%	SOLE
50	AMKOR TECHNOLOGY INC	COM	$380K	8433	0.27%	SOLE

1–50 of 63

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