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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86T
$12.6 Billion 4.64% of portfolio
24,297
Q3 2025 Reduced 3.79%
$4.35T
$11.9 Billion 4.4% of portfolio
46,853
Q3 2025 Reduced 6.92%
$913B
$5.64 Billion 2.08% of portfolio
17,867
Q3 2025 Added 3.09%
$150B
$5.43 Billion 2.0% of portfolio
16,472
Q3 2025 Reduced 1.87%
-
$5.21 Billion 1.92% of portfolio
-
Q3 2025 New
$148B
$3.86 Billion 1.42% of portfolio
15,362
Q3 2025 Added 0.07%
$1.68T
$3.48 Billion 1.28% of portfolio
14,326
Q3 2025 Added 894.86%
$120B
$2.98 Billion 1.1% of portfolio
12,119
Q3 2025 Added 0.87%
$1.46T
$2.76 Billion 1.02% of portfolio
3,758
Q3 2025 Added 605.07%
$494B
$2.69 Billion 0.99% of portfolio
14,499
Q3 2025 Reduced 3.55%
$216B
$2.65 Billion 0.98% of portfolio
19,779
Q3 2025 Reduced 2.88%
$338B
$2.51 Billion 0.93% of portfolio
8,351
Q3 2025 Added 12.4%
$309B
$2.37 Billion 0.87% of portfolio
15,267
Q3 2025 Reduced 0.75%
$403B
$2.36 Billion 0.87% of portfolio
2,549
Q3 2025 Reduced 1.43%
$94.7B
$2.29 Billion 0.84% of portfolio
6,720
Q3 2025 Reduced 3.13%
$276B
$2.27 Billion 0.84% of portfolio
8,036
Q3 2025 Added 1.86%
$35.2B
$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%
$115B
$2.08 Billion 0.77% of portfolio
7,384
Q3 2025 Added 2.06%
$160B
$2.07 Billion 0.76% of portfolio
7,346
Q3 2025 Reduced 0.76%
$275B
$2 Billion 0.74% of portfolio
19,403
Q3 2025 Added 0.98%
$159B
$1.95 Billion 0.72% of portfolio
4,016
Q3 2025 Added 11.74%
$300B
$1.92 Billion 0.71% of portfolio
28,087
Q3 2025 Reduced 3.58%
$220B
$1.89 Billion 0.7% of portfolio
6,212
Q3 2025 Added 0.06%
$82.5B
$1.78 Billion 0.66% of portfolio
13,586
Q3 2025 Reduced 0.23%
$15.3B
$1.66 Billion 0.61% of portfolio
20,336
Q3 2025 Added 10.26%
$160B
$1.66 Billion 0.61% of portfolio
21,959
Q3 2025 Reduced 4.07%
$49.5B
$1.58 Billion 0.58% of portfolio
1,661
Q3 2025 Added 1.22%
$201B
$1.49 Billion 0.55% of portfolio
10,609
Q3 2025 Reduced 4.4%
$356B
$1.48 Billion 0.54% of portfolio
9,611
Q3 2025 Added 0.96%
$97.2B
$1.3 Billion 0.48% of portfolio
6,767
Q3 2025 Reduced 1.25%
$421B
$1.23 Billion 0.45% of portfolio
1,272
Q3 2025 Reduced 6.47%
$196B
$1.19 Billion 0.44% of portfolio
11,704
Q3 2025 Reduced 5.64%
$67.5B
$1.16 Billion 0.43% of portfolio
7,954
Q3 2025 Reduced 8.96%
$1.56T
$1.11 Billion 0.41% of portfolio
3,992
Q3 2025 Reduced 19.21%
$505B
$1.1 Billion 0.4% of portfolio
5,876
Q3 2025 Added 2.28%
$621B
$1.08 Billion 0.4% of portfolio
2,153
Q3 2025 Added 0.56%
$89.4B
$908 Million 0.33% of portfolio
2,621
Q1 2025 Added 61.69%
$0
$865 Million 0.32% of portfolio
42,394
Q3 2025 Added 1.25%
$64.3B
$791 Million 0.29% of portfolio
9,894
Q3 2025 Added 0.43%
$78.8B
$764 Million 0.28% of portfolio
12,237
Q3 2025 Added 3.11%
$262B
$762 Million 0.28% of portfolio
4,552
Q3 2025 Added 0.57%
$34.5B
$734 Million 0.27% of portfolio
25,487
Q3 2025 Reduced 20.23%
$16B
$694 Million 0.26% of portfolio
19,127
Q3 2025 Reduced 7.84%
$85.2B
$689 Million 0.25% of portfolio
33,350
Q3 2025 New
$304B
$641 Million 0.24% of portfolio
2,400
Q3 2025 Added 2.74%
$40.6B
$602 Million 0.22% of portfolio
6,661
Q3 2025 Reduced 0.3%
$14.1B
$593 Million 0.22% of portfolio
5,030
Q3 2025 Reduced 13.66%
$61.8B
$590 Million 0.22% of portfolio
5,247
Q3 2025 Added 0.08%

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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