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

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%
$3.96T
$12.6 Billion 4.64% of portfolio
24,297
Q3 2025 Reduced 3.79%
$4.32T
$11.9 Billion 4.4% of portfolio
46,853
Q3 2025 Reduced 6.92%
$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%
$892B
$5.64 Billion 2.08% of portfolio
17,867
Q3 2025 Added 3.09%
$0
$5.57 Billion 2.05% of portfolio
18,961
Q3 2025 Reduced 0.15%
$147B
$5.43 Billion 2.0% of portfolio
16,472
Q3 2025 Reduced 1.87%
$0
$5.38 Billion 1.98% of portfolio
41,442
Q3 2025 Added 0.69%
-
$5.21 Billion 1.92% of portfolio
-
Q3 2025 New
$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%
$151B
$3.86 Billion 1.42% of portfolio
15,362
Q3 2025 Added 0.07%
$0
$3.49 Billion 1.29% of portfolio
18,712
Q3 2025 Added 7.91%
$1.5T
$3.48 Billion 1.28% of portfolio
14,326
Q3 2025 Added 894.86%
$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%
$125B
$2.98 Billion 1.1% of portfolio
12,119
Q3 2025 Added 0.87%
$0
$2.91 Billion 1.07% of portfolio
6,065
Q3 2025 Added 3.92%
$1.65T
$2.76 Billion 1.02% of portfolio
3,758
Q3 2025 Added 605.07%
$498B
$2.69 Billion 0.99% of portfolio
14,499
Q3 2025 Reduced 3.55%
$223B
$2.65 Billion 0.98% of portfolio
19,779
Q3 2025 Reduced 2.88%
Linde PLC
-
$2.55 Billion 0.94% of portfolio
-
Q3 2025 Added 3.91%
$342B
$2.51 Billion 0.93% of portfolio
8,351
Q3 2025 Added 12.4%
$0
$2.46 Billion 0.91% of portfolio
30,256
Q3 2025 Added 4.19%
$304B
$2.37 Billion 0.87% of portfolio
15,267
Q3 2025 Reduced 0.75%
$412B
$2.36 Billion 0.87% of portfolio
2,549
Q3 2025 Reduced 1.43%
$97.1B
$2.29 Billion 0.84% of portfolio
6,720
Q3 2025 Reduced 3.13%
$127B
$2.28 Billion 0.84% of portfolio
6,425
Q3 2025 Reduced 0.17%
$281B
$2.27 Billion 0.84% of portfolio
8,036
Q3 2025 Added 1.86%
$0
$2.22 Billion 0.82% of portfolio
11,725
Q3 2025 Reduced 0.13%
$55.7B
$2.21 Billion 0.81% of portfolio
7,225
Q3 2025 Reduced 0.81%
$36.8B
$2.18 Billion 0.81% of portfolio
19,060
Q3 2025 Added 0.08%
$158B
$2.13 Billion 0.78% of portfolio
8,623
Q3 2025 Added 1.03%
$117B
$2.08 Billion 0.77% of portfolio
7,384
Q3 2025 Added 2.06%
$156B
$2.07 Billion 0.76% of portfolio
7,346
Q3 2025 Reduced 0.76%
$284B
$2 Billion 0.74% of portfolio
19,403
Q3 2025 Added 0.98%
$162B
$1.95 Billion 0.72% of portfolio
4,016
Q3 2025 Added 11.74%
$293B
$1.92 Billion 0.71% of portfolio
28,087
Q3 2025 Reduced 3.58%
$228B
$1.89 Billion 0.7% of portfolio
6,212
Q3 2025 Added 0.06%
$0
$1.85 Billion 0.68% of portfolio
20,203
Q3 2025 Added 6.48%
$79.5B
$1.78 Billion 0.66% of portfolio
13,586
Q3 2025 Reduced 0.23%
$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%

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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