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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$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%
$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%
$0
$2.56 Billion 1.0% of portfolio
5,836
Q2 2025 Added 3.26%
$0
$2.13 Billion 0.83% of portfolio
11,740
Q2 2025 Reduced 1.41%
$106B
$1.96 Billion 0.77% of portfolio
6,436
Q2 2025 Added 1.15%
$0
$1.85 Billion 0.72% of portfolio
32,609
Q2 2025 Added 3.54%
$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%
$0
$1.58 Billion 0.62% of portfolio
5,195
Q2 2025 Added 0.12%
$3.43B
$1.41 Billion 0.55% of portfolio
64,668
Q2 2025 Reduced 1.22%
$0
$1.34 Billion 0.52% of portfolio
51,147
Q2 2025 Reduced 18.9%
$0
$1.3 Billion 0.51% of portfolio
7,875
Q2 2025 Added 2.15%
$0
$1.27 Billion 0.5% of portfolio
75,957
Q2 2025 Added 53.76%
$0
$1.14 Billion 0.45% of portfolio
12,306
Q2 2025 Added 9.05%
$0
$1.06 Billion 0.42% of portfolio
18,843
Q2 2025 Reduced 12.2%
$0
$1.09 Billion 0.42% of portfolio
3,821
Q2 2025 Added 1.81%
$0
$980 Million 0.38% of portfolio
1,585
Q2 2025 Added 4.76%
$0
$984 Million 0.38% of portfolio
5,046
Q2 2025 Added 4.82%
$0
$914 Million 0.36% of portfolio
25,423
Q2 2025 Reduced 3.24%
$1.83B
$931 Million 0.36% of portfolio
28,536
Q2 2025 Added 22.91%
$0
$889 Million 0.35% of portfolio
3,209
Q2 2025 Added 6.12%
$0
$787 Million 0.31% of portfolio
7,204
Q2 2025 Added 3.08%
$0
$733 Million 0.29% of portfolio
3,774
Q2 2025 Added 7.61%
$0
$728 Million 0.28% of portfolio
11,734
Q2 2025 Reduced 0.11%
$0
$725 Million 0.28% of portfolio
1,707
Q2 2025 Added 16.92%
$0
$611 Million 0.24% of portfolio
10,627
Q2 2025 Added 2.68%
$0
$547 Million 0.21% of portfolio
26,799
Q2 2025 Reduced 1.34%
$0
$517 Million 0.2% of portfolio
9,382
Q2 2025 Added 0.81%
$0
$520 Million 0.2% of portfolio
5,246
Q2 2025 Reduced 1.0%
$53.5B
$478 Million 0.19% of portfolio
7,670
Q2 2025 Added 0.54%
$0
$448 Million 0.18% of portfolio
7,008
Q2 2025 Reduced 9.76%
$0
$396 Million 0.15% of portfolio
5,886
Q2 2025 Added 0.74%
$0
$338 Million 0.13% of portfolio
1,185
Q4 2024 Reduced 6.99%
$0
$295 Million 0.12% of portfolio
10,649
Q2 2025 Added 0.25%
$0
$261 Million 0.1% of portfolio
4,960
Q1 2024 Reduced 5.88%
$0
$259 Million 0.1% of portfolio
1,024
Q2 2025 Reduced 1.44%

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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