Bkm Wealth Management, LLC Portfolio Holdings

Bkm Wealth Management, LLC

  • $256 Billion
  • Q2 2025

Bkm Wealth Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $256 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $12.6B, Ishares S&P 500 Value ETF with a value of $12.4B, Vanguard Ftse Developed Market with a value of $11B, Ishares S&P 500 Growth ETF with a value of $10.6B, and Apple Inc. with a value of $10.3B.

Examining the 13F form we can see an increase of $13.1B in the current position value, from $243B to 256B.

Bkm Wealth Management, LLC is based out at Brookfield, WI

Below you can find more details about Bkm Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $256 Billion
ETFs: $128 Billion
Technology: $41.9 Billion
Financial Services: $16.6 Billion
Industrials: $14.4 Billion
Healthcare: $13 Billion
Consumer Defensive: $10.9 Billion
Consumer Cyclical: $6.51 Billion
Energy: $5.47 Billion
Other: $9.66 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$12.6 Billion 4.91% of portfolio
25,253
Q2 2025 Reduced 6.07%
$3.76T
$10.3 Billion 4.03% of portfolio
50,337
Q2 2025 Reduced 1.68%
$900B
$5.02 Billion 1.96% of portfolio
17,331
Q2 2025 Added 0.2%
$146B
$4.63 Billion 1.81% of portfolio
16,786
Q2 2025 Added 0.5%
$169B
$3.41 Billion 1.33% of portfolio
15,351
Q2 2025 Added 0.32%
$126B
$2.86 Billion 1.12% of portfolio
12,014
Q2 2025 Added 1.49%
$234B
$2.77 Billion 1.08% of portfolio
20,365
Q2 2025 Reduced 1.84%
$69B
$2.71 Billion 1.06% of portfolio
25,716
Q2 2025 Reduced 0.72%
$150B
$2.55 Billion 1.0% of portfolio
8,535
Q2 2025 Reduced 2.49%
$428B
$2.56 Billion 1.0% of portfolio
2,586
Q2 2025 Reduced 0.73%
$227B
$2.33 Billion 0.91% of portfolio
7,889
Q2 2025 Reduced 1.5%
$466B
$2.3 Billion 0.9% of portfolio
15,032
Q2 2025 Reduced 0.8%
$308B
$2.2 Billion 0.86% of portfolio
15,383
Q2 2025 Added 1.3%
$115B
$2.1 Billion 0.82% of portfolio
7,235
Q2 2025 Reduced 3.02%
$148B
$2.07 Billion 0.81% of portfolio
7,402
Q2 2025 Added 3.74%
$89.5B
$2.02 Billion 0.79% of portfolio
6,937
Q2 2025 Reduced 0.53%
$34.9B
$1.98 Billion 0.78% of portfolio
19,045
Q2 2025 Added 0.9%
$308B
$1.91 Billion 0.75% of portfolio
7,430
Q2 2025 Added 163.38%
$177B
$1.9 Billion 0.74% of portfolio
3,594
Q2 2025 Reduced 4.62%
$281B
$1.88 Billion 0.73% of portfolio
19,214
Q2 2025 Reduced 0.82%
$53.4B
$1.83 Billion 0.71% of portfolio
7,284
Q2 2025 Reduced 1.33%
$79.9B
$1.82 Billion 0.71% of portfolio
13,617
Q2 2025 Reduced 1.88%
$225B
$1.81 Billion 0.71% of portfolio
6,208
Q2 2025 Reduced 29.45%
$330B
$1.79 Billion 0.7% of portfolio
5,726
Q2 2025 Added 29.26%
$50.7B
$1.71 Billion 0.67% of portfolio
1,641
Q2 2025 Added 7.96%
$141B
$1.59 Billion 0.62% of portfolio
22,891
Q2 2025 Reduced 1.66%
$374B
$1.52 Billion 0.59% of portfolio
9,520
Q2 2025 Reduced 1.39%
$198B
$1.47 Billion 0.57% of portfolio
11,097
Q2 2025 Reduced 0.13%
$69.4B
$1.36 Billion 0.53% of portfolio
8,737
Q2 2025 Reduced 0.16%
$15.7B
$1.33 Billion 0.52% of portfolio
18,443
Q2 2025 Added 11.91%
$89.9B
$1.14 Billion 0.44% of portfolio
6,853
Q2 2025 Added 1.15%
$1.34T
$1.12 Billion 0.44% of portfolio
4,941
Q2 2025 Added 24.87%
$323B
$1.09 Billion 0.43% of portfolio
1,360
Q2 2025 Added 13.24%
$193B
$1.06 Billion 0.41% of portfolio
12,404
Q2 2025 Reduced 1.84%
$644B
$1.04 Billion 0.41% of portfolio
2,141
Q2 2025 Added 0.47%
$0
$919 Million 0.36% of portfolio
41,869
Q2 2025 Reduced 0.6%
$69.5B
$896 Million 0.35% of portfolio
9,852
Q2 2025 Reduced 3.33%
$93.3B
$900 Million 0.35% of portfolio
2,621
Q1 2025 Added 61.69%
$443B
$908 Million 0.35% of portfolio
5,745
Q2 2025 Added 1.06%
$36.2B
$832 Million 0.32% of portfolio
31,949
Q2 2025 Reduced 12.72%
$84.9B
$800 Million 0.31% of portfolio
11,868
Q2 2025 Reduced 9.03%
$122B
$754 Million 0.29% of portfolio
2,444
Q2 2025 Reduced 58.12%
$301B
$710 Million 0.28% of portfolio
2,336
Q2 2025 Reduced 7.41%
$256B
$726 Million 0.28% of portfolio
10,313
Q2 2025 Reduced 0.22%
$20.8B
$714 Million 0.28% of portfolio
10,308
Q2 2025 Reduced 2.91%
$229B
$661 Million 0.26% of portfolio
4,526
Q2 2025 Reduced 2.08%
$274B
$665 Million 0.26% of portfolio
10,941
Q2 2025 Reduced 8.99%
$16.3B
$640 Million 0.25% of portfolio
5,826
Q2 2025 Added 13.39%
$16.4B
$636 Million 0.25% of portfolio
20,753
Q2 2025 Reduced 5.63%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $256 Billion
  • Prior Value $243 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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