BAM Wealth Management, LLC
13F Portfolio Filings
Most recent 13F Q2 2026Location lakewood, COCIK 0002093649All SEC filings
Q2 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
166 | $159.83M | BOND, FMAY, FJUN, AAPL | 13F-HR | Jul 14, 2026 | 000208585326000721 | ||
158 | $133.73M | BOND, FFEB, FJAN, FDEC | 13F-HR | Apr 17, 2026 | 000208585326000406 | ||
158 | $138.28M | BOND, FDEC, FNOV, FOCT | 13F-HR | Jan 20, 2026 | 000208585326000050 | ||
147 | $129.11M | BOND, FSEP, FAUG, FJUL | 13F-HR | Oct 31, 2025 | 000208585325000208 |