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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.83T
$12.6 Billion 4.91% of portfolio
25,253
Q2 2025 Reduced 6.07%
$0
$12.4 Billion 4.84% of portfolio
63,429
Q2 2025 Reduced 0.56%
$0
$11 Billion 4.29% of portfolio
192,776
Q2 2025 Reduced 2.15%
$0
$10.6 Billion 4.14% of portfolio
96,263
Q2 2025 Reduced 2.13%
$3.36T
$10.3 Billion 4.03% of portfolio
50,337
Q2 2025 Reduced 1.68%
$0
$9.38 Billion 3.66% of portfolio
166,791
Q2 2025 Added 8.47%
$0
$5.34 Billion 2.09% of portfolio
9,675
Q2 2025 Reduced 3.63%
$0
$5.31 Billion 2.08% of portfolio
18,989
Q2 2025 Added 9.62%
$0
$5.09 Billion 1.99% of portfolio
41,160
Q2 2025 Reduced 0.27%
$879B
$5.02 Billion 1.96% of portfolio
17,331
Q2 2025 Added 0.2%
$123B
$4.63 Billion 1.81% of portfolio
16,786
Q2 2025 Added 0.5%
$0
$4.37 Billion 1.71% of portfolio
79,191
Q2 2025 Reduced 1.33%
$0
$4.39 Billion 1.71% of portfolio
88,733
Q2 2025 Reduced 0.9%
$0
$4.26 Billion 1.66% of portfolio
216,801
Q2 2025 Added 5.02%
$0
$3.97 Billion 1.55% of portfolio
43,665
Q2 2025 Reduced 0.13%
$0
$3.92 Billion 1.53% of portfolio
39,418
Q2 2025 Added 1.07%
$141B
$3.41 Billion 1.33% of portfolio
15,351
Q2 2025 Added 0.32%
$0
$3.06 Billion 1.2% of portfolio
17,340
Q2 2025 Added 1.69%
$0
$3.02 Billion 1.18% of portfolio
22,702
Q2 2025 Reduced 0.29%
$0
$2.86 Billion 1.12% of portfolio
108,017
Q2 2025 Added 13.27%
$119B
$2.86 Billion 1.12% of portfolio
12,014
Q2 2025 Added 1.49%
$225B
$2.77 Billion 1.08% of portfolio
20,365
Q2 2025 Reduced 1.84%
$62.3B
$2.71 Billion 1.06% of portfolio
25,716
Q2 2025 Reduced 0.72%
$0
$2.56 Billion 1.0% of portfolio
5,836
Q2 2025 Added 3.26%
$173B
$2.55 Billion 1.0% of portfolio
8,535
Q2 2025 Reduced 2.49%
$411B
$2.56 Billion 1.0% of portfolio
2,586
Q2 2025 Reduced 0.73%
Linde PLC
-
$2.42 Billion 0.95% of portfolio
-
Q2 2025 Added 0.64%
$233B
$2.33 Billion 0.91% of portfolio
7,889
Q2 2025 Reduced 1.5%
$0
$2.34 Billion 0.91% of portfolio
29,039
Q2 2025 Added 1.09%
$437B
$2.3 Billion 0.9% of portfolio
15,032
Q2 2025 Reduced 0.8%
$301B
$2.2 Billion 0.86% of portfolio
15,383
Q2 2025 Added 1.3%
$0
$2.13 Billion 0.83% of portfolio
11,740
Q2 2025 Reduced 1.41%
$111B
$2.1 Billion 0.82% of portfolio
7,235
Q2 2025 Reduced 3.02%
$161B
$2.07 Billion 0.81% of portfolio
7,402
Q2 2025 Added 3.74%
$85.7B
$2.02 Billion 0.79% of portfolio
6,937
Q2 2025 Reduced 0.53%
$280B
$2.02 Billion 0.79% of portfolio
29,131
Q2 2025 Added 1.23%
$34.2B
$1.98 Billion 0.78% of portfolio
19,045
Q2 2025 Added 0.9%
$104B
$1.96 Billion 0.77% of portfolio
6,436
Q2 2025 Added 1.15%
$299B
$1.91 Billion 0.75% of portfolio
7,430
Q2 2025 Added 163.38%
$172B
$1.9 Billion 0.74% of portfolio
3,594
Q2 2025 Reduced 4.62%
$265B
$1.88 Billion 0.73% of portfolio
19,214
Q2 2025 Reduced 0.82%
$0
$1.85 Billion 0.72% of portfolio
32,609
Q2 2025 Added 3.54%
$52.5B
$1.83 Billion 0.71% of portfolio
7,284
Q2 2025 Reduced 1.33%
$86.4B
$1.82 Billion 0.71% of portfolio
13,617
Q2 2025 Reduced 1.88%
$223B
$1.81 Billion 0.71% of portfolio
6,208
Q2 2025 Reduced 29.45%
$249B
$1.79 Billion 0.7% of portfolio
5,726
Q2 2025 Added 29.26%
$52.7B
$1.71 Billion 0.67% of portfolio
1,641
Q2 2025 Added 7.96%
$0
$1.69 Billion 0.66% of portfolio
18,973
Q2 2025 Added 0.41%
$0
$1.68 Billion 0.66% of portfolio
24,695
Q2 2025 Reduced 12.96%

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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