Bauman Advisory Group, LLC

Q1 2026 13F Holdings

  • Location
    las vegas, NV
  • Num holdings

    63

  • Value ($000)

    $142,682

  • Date Filed
    05/06/2026
  • Form type
    13F-HR
  • CIK
    0002111802
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE

SPDR SERIES TRUST

STATE STREET SPD
$31.83M
22 %

415,912

QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$13.23M
9 %

55,663

AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$9.01M
6 %

106,165

IAUM

ISHARES GOLD TR

SHARES REPRESENT
$8.92M
6 %

190,927

BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
$5.92M
4 %

113,911

RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$5.07M
4 %

26,402

AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$4.8M
3 %

43,426

AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$4.58M
3 %

45,869

JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
$4.45M
3 %

78,569

SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$4.4M
3 %

143,445

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