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 Market Cap. of $200 Billions or more
