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
$0
$1.58 Billion 0.62% of portfolio
5,195
Q2 2025 Added 0.12%
$141B
$1.59 Billion 0.62% of portfolio
22,891
Q2 2025 Reduced 1.66%
$368B
$1.52 Billion 0.59% of portfolio
9,520
Q2 2025 Reduced 1.39%
$202B
$1.47 Billion 0.57% of portfolio
11,097
Q2 2025 Reduced 0.13%
$3.43B
$1.41 Billion 0.55% of portfolio
64,668
Q2 2025 Reduced 1.22%
$70.1B
$1.36 Billion 0.53% of portfolio
8,737
Q2 2025 Reduced 0.16%
$15B
$1.33 Billion 0.52% of portfolio
18,443
Q2 2025 Added 11.91%
$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%
$79.3B
$1.14 Billion 0.44% of portfolio
6,853
Q2 2025 Added 1.15%
$1.27T
$1.12 Billion 0.44% of portfolio
4,941
Q2 2025 Added 24.87%
$295B
$1.09 Billion 0.43% of portfolio
1,360
Q2 2025 Added 13.24%
$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%
$621B
$1.04 Billion 0.41% of portfolio
2,141
Q2 2025 Added 0.47%
$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%
$0
$919 Million 0.36% of portfolio
41,869
Q2 2025 Reduced 0.6%
$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%
$70.9B
$896 Million 0.35% of portfolio
9,852
Q2 2025 Reduced 3.33%
$92.8B
$900 Million 0.35% of portfolio
2,621
Q1 2025 Added 61.69%
$456B
$908 Million 0.35% of portfolio
5,745
Q2 2025 Added 1.06%
Proshares Tr
-
$826 Million 0.32% of portfolio
-
Q2 2025 Added 50.41%
$33.7B
$832 Million 0.32% of portfolio
31,949
Q2 2025 Reduced 12.72%
$0
$787 Million 0.31% of portfolio
7,204
Q2 2025 Added 3.08%
$84.1B
$800 Million 0.31% of portfolio
11,868
Q2 2025 Reduced 9.03%
$0
$733 Million 0.29% of portfolio
3,774
Q2 2025 Added 7.61%
$124B
$754 Million 0.29% of portfolio
2,444
Q2 2025 Reduced 58.12%
$0
$728 Million 0.28% of portfolio
11,734
Q2 2025 Reduced 0.11%
$323B
$710 Million 0.28% of portfolio
2,336
Q2 2025 Reduced 7.41%
$0
$725 Million 0.28% of portfolio
1,707
Q2 2025 Added 16.92%
$258B
$726 Million 0.28% of portfolio
10,313
Q2 2025 Reduced 0.22%
$21.1B
$714 Million 0.28% of portfolio
10,308
Q2 2025 Reduced 2.91%
Wns Hldgs LTD
-
$660 Million 0.26% of portfolio
-
Q2 2025 Reduced 25.92%
$229B
$661 Million 0.26% of portfolio
4,526
Q2 2025 Reduced 2.08%
$259B
$665 Million 0.26% of portfolio
10,941
Q2 2025 Reduced 8.99%
Canadian Pacific Kansas City
-
$628 Million 0.25% of portfolio
-
Q2 2025 Added 3.66%
$15.7B
$640 Million 0.25% of portfolio
5,826
Q2 2025 Added 13.39%
$15.8B
$636 Million 0.25% of portfolio
20,753
Q2 2025 Reduced 5.63%
Brookfield Renewable Corp
-
$645 Million 0.25% of portfolio
-
Q2 2025 Reduced 1.47%
$0
$611 Million 0.24% of portfolio
10,627
Q2 2025 Added 2.68%
$19.8B
$607 Million 0.24% of portfolio
9,164
Q2 2025 Reduced 2.43%
$46.7B
$609 Million 0.24% of portfolio
18,009
Q2 2025 Added 14.18%
$42.6B
$619 Million 0.24% of portfolio
6,681
Q2 2025 Reduced 14.72%
Liberty Global LTD
-
$540 Million 0.21% of portfolio
-
Q2 2025 Added 11.65%

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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