BAM Wealth Management, LLC
Q2 2026 13F Holdings
- Locationlakewood, CO
- Num holdings
166
- Value ($000)
$159,833
- Date Filed 07/14/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $6.52M | 4 % | 70,678 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F748 | $5.62M | 4 % | 100,088 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F722 | $5.53M | 4 % | 92,263 | ||
APPLE INC | COM | 037833100 | $4.83M | 3 % | 16,676 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U885 | $4.7M | 3 % | 100,600 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F623 | $4.4M | 3 % | 79,832 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F763 | $4.34M | 3 % | 71,163 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740F441 | $4.33M | 3 % | 100,561 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740F433 | $4.3M | 3 % | 104,305 | ||
NVIDIA CORPORATION | COM | 67066G104 | $3.87M | 2 % | 19,325 |
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