BAM Wealth Management, LLC
Q3 2025 13F Holdings
- Locationlakewood, CO
- Num holdings
147
- Value ($000)
$129,112
- Date Filed 10/31/2025
- Form type13F-HR
- CIK 0002093649
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $6.01M | 5 % | 64,376 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U307 | $5.4M | 4 % | 106,883 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F862 | $5.18M | 4 % | 99,833 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U208 | $4.95M | 4 % | 90,365 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740U505 | $4.61M | 4 % | 93,603 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F763 | $4.49M | 4 % | 81,394 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F623 | $4.48M | 4 % | 89,308 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U711 | $4.29M | 3 % | 112,686 | ||
APPLE INC | COM | 037833100 | $4.2M | 3 % | 16,495 | ||
MICROSOFT CORP | COM | 594918104 | $3.95M | 3 % | 7,634 |
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