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BAM Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    lakewood, CO
  • CIK
    0002093649
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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
Bam Wealth Management, Llc 13F Filings