Bam Wealth Management, LLC Portfolio Holdings
Bam Wealth Management, LLC
- $129 Billion
- Q3 2025
Bam Wealth Management, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 221 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pimco Active Bond Exchange Tra with a value of $6.01B, First Tr ETF Viii Cboe Vest Us with a value of $5.4B, First Tr ETF Viii Cboe Vest Us with a value of $5.18B, First Tr Exch Trd Fd Viii Ft C with a value of $4.95B, and First Tr Ex Tr Fd Viii Ft Cboe with a value of $4.61B.
Examining the 13F form we can see an increase of $129B in the current position value.
Bam Wealth Management, LLC is based out at Lakewood, CO
Below you can find more details about Bam Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 221
- Current Value $129 Billion
- Filing
- Period Q3 2025
- Filing Date October 31, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 147 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks