Bkm Wealth Management, LLC Portfolio Holdings

Bkm Wealth Management, LLC

  • $271 Billion
  • Q3 2025

Bkm Wealth Management, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $271 Billion distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Value ETF with a value of $13.2B, Microsoft Corp with a value of $12.6B, Apple Inc. with a value of $11.9B, Vanguard Ftse Developed Market with a value of $11.9B, and Ishares S&P 500 Growth ETF with a value of $11.5B.

Examining the 13F form we can see an increase of $15.3B in the current position value, from $256B to 271B.

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 $271 Billion
ETFs: $132 Billion
Technology: $44.5 Billion
Financial Services: $15.2 Billion
Industrials: $15 Billion
Healthcare: $11.4 Billion
Consumer Defensive: $10.6 Billion
Communication Services: $8.11 Billion
Consumer Cyclical: $7.05 Billion
Other: $13.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.2 Billion 4.87% of portfolio
63,909
Q3 2025 Added 0.76%
$0
$11.9 Billion 4.37% of portfolio
197,903
Q3 2025 Added 2.66%
$0
$11.5 Billion 4.23% of portfolio
94,967
Q3 2025 Reduced 1.35%
$0
$9.98 Billion 3.68% of portfolio
171,740
Q3 2025 Added 2.97%
$0
$5.86 Billion 2.16% of portfolio
9,753
Q3 2025 Added 0.81%
$0
$5.57 Billion 2.05% of portfolio
18,961
Q3 2025 Reduced 0.15%
$0
$5.38 Billion 1.98% of portfolio
41,442
Q3 2025 Added 0.69%
$0
$4.72 Billion 1.74% of portfolio
87,079
Q3 2025 Reduced 1.86%
$0
$4.44 Billion 1.64% of portfolio
77,808
Q3 2025 Reduced 1.75%
$0
$4.4 Billion 1.62% of portfolio
39,763
Q3 2025 Added 0.88%
$0
$4.16 Billion 1.54% of portfolio
43,425
Q3 2025 Reduced 0.55%
$0
$3.49 Billion 1.29% of portfolio
18,712
Q3 2025 Added 7.91%
$0
$3.19 Billion 1.18% of portfolio
22,530
Q3 2025 Reduced 0.76%
$0
$3.16 Billion 1.17% of portfolio
115,769
Q3 2025 Added 7.18%
$0
$2.91 Billion 1.07% of portfolio
6,065
Q3 2025 Added 3.92%
$0
$2.46 Billion 0.91% of portfolio
30,256
Q3 2025 Added 4.19%
$0
$2.22 Billion 0.82% of portfolio
11,725
Q3 2025 Reduced 0.13%
$0
$1.85 Billion 0.68% of portfolio
20,203
Q3 2025 Added 6.48%
$0
$1.75 Billion 0.64% of portfolio
23,506
Q3 2025 Reduced 4.81%
$0
$1.7 Billion 0.63% of portfolio
5,189
Q3 2025 Reduced 0.12%
$0
$1.68 Billion 0.62% of portfolio
29,481
Q3 2025 Reduced 9.59%
$3.62B
$1.53 Billion 0.56% of portfolio
67,833
Q3 2025 Added 4.89%
$0
$1.44 Billion 0.53% of portfolio
8,242
Q3 2025 Added 4.66%
$0
$1.38 Billion 0.51% of portfolio
51,892
Q3 2025 Added 1.46%
$0
$1.35 Billion 0.5% of portfolio
79,370
Q3 2025 Added 4.49%
$0
$1.22 Billion 0.45% of portfolio
12,821
Q3 2025 Added 4.18%
$0
$1.2 Billion 0.44% of portfolio
20,267
Q3 2025 Added 7.56%
$0
$1.16 Billion 0.43% of portfolio
3,965
Q3 2025 Added 3.77%
$2.22B
$1.16 Billion 0.43% of portfolio
30,361
Q3 2025 Added 6.4%
$0
$1.13 Billion 0.42% of portfolio
5,407
Q3 2025 Added 7.15%
$0
$1.01 Billion 0.37% of portfolio
3,388
Q3 2025 Added 5.58%
$0
$941 Million 0.35% of portfolio
25,315
Q3 2025 Reduced 0.42%
$0
$940 Million 0.35% of portfolio
1,411
Q3 2025 Reduced 10.98%
$0
$818 Million 0.3% of portfolio
6,886
Q3 2025 Reduced 4.41%
$0
$767 Million 0.28% of portfolio
11,759
Q3 2025 Added 0.21%
$0
$742 Million 0.27% of portfolio
3,644
Q3 2025 Reduced 3.44%
$0
$708 Million 0.26% of portfolio
11,752
Q3 2025 Added 10.59%
$0
$672 Million 0.25% of portfolio
1,435
Q3 2025 Reduced 15.93%
$0
$629 Million 0.23% of portfolio
29,845
Q3 2025 Added 11.37%
$65.3B
$616 Million 0.23% of portfolio
8,470
Q3 2025 Added 10.43%
$0
$572 Million 0.21% of portfolio
5,708
Q3 2025 Added 8.81%
$0
$543 Million 0.2% of portfolio
9,450
Q3 2025 Added 0.72%
$0
$476 Million 0.18% of portfolio
6,998
Q3 2025 Reduced 0.14%
$0
$365 Million 0.13% of portfolio
1,184
Q3 2025 Reduced 0.08%
$0
$317 Million 0.12% of portfolio
4,447
Q3 2025 Reduced 24.45%
$0
$289 Million 0.11% of portfolio
1,024
Q2 2025 Reduced 1.44%
$0
$291 Million 0.11% of portfolio
476
Q3 2025 New
$0
$261 Million 0.1% of portfolio
7,354
Q3 2025 Reduced 1.17%
$0
$270 Million 0.1% of portfolio
1,063
Q4 2024 Reduced 2.12%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $271 Billion
  • Prior Value $256 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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