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
$59.4B
$544 Million 0.21% of portfolio
5,243
Q2 2025 Added 0.06%
$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%
$265B
$501 Million 0.2% of portfolio
7,165
Q2 2025 Reduced 3.4%
$63.3B
$478 Million 0.19% of portfolio
7,670
Q2 2025 Added 0.54%
$286B
$490 Million 0.19% of portfolio
6,929
Q1 2025 Added 2.35%
$125B
$474 Million 0.19% of portfolio
9,821
Q2 2025 Reduced 5.18%
$141B
$450 Million 0.18% of portfolio
1,932
Q2 2025 Added 5.81%
$238B
$449 Million 0.18% of portfolio
2,463
Q1 2025 Reduced 0.65%
$0
$448 Million 0.18% of portfolio
7,008
Q2 2025 Reduced 9.76%
$2.25T
$404 Million 0.16% of portfolio
1,841
Q2 2025 Added 0.27%
$15.7B
$404 Million 0.16% of portfolio
5,490
Q2 2025 Added 6.79%
$86.2B
$400 Million 0.16% of portfolio
2,626
Q1 2025 Added 1.08%
$1.6T
$393 Million 0.15% of portfolio
533
Q1 2025 Reduced 2.38%
$95.8B
$373 Million 0.15% of portfolio
3,163
Q1 2025 Reduced 0.03%
Ge Vernova Inc
-
$370 Million 0.14% of portfolio
-
Q2 2025 Added 2.04%
$75.5B
$370 Million 0.14% of portfolio
3,500
Q1 2025 Reduced 3.02%
$17B
$351 Million 0.14% of portfolio
939
Q2 2025 Reduced 8.3%
$0
$338 Million 0.13% of portfolio
1,185
Q4 2024 Reduced 6.99%
$803B
$327 Million 0.13% of portfolio
420
Q1 2025 Reduced 12.5%
$151B
$336 Million 0.13% of portfolio
942
Q2 2025 Reduced 0.11%
$40.2B
$338 Million 0.13% of portfolio
1,018
Q1 2025 Added 2.0%
$476B
$335 Million 0.13% of portfolio
3,103
Q2 2025 Reduced 0.06%
$0
$295 Million 0.12% of portfolio
10,649
Q2 2025 Added 0.25%
$69.4B
$314 Million 0.12% of portfolio
1,227
Q2 2025 Reduced 1.29%
$137B
$301 Million 0.12% of portfolio
8,421
Q2 2025 Reduced 63.68%
$268B
$286 Million 0.11% of portfolio
2,033
Q2 2025 Reduced 0.2%
$225B
$280 Million 0.11% of portfolio
3,536
Q2 2025 Reduced 9.15%
$399B
$277 Million 0.11% of portfolio
755
Q1 2025 Added 0.67%
$3.52B
$272 Million 0.11% of portfolio
4,000
Q3 2024 New
$63.9B
$269 Million 0.11% of portfolio
2,259
Q2 2025 Added 0.31%
$407B
$269 Million 0.11% of portfolio
1,448
Q2 2025 Reduced 0.07%
$1.47T
$254 Million 0.1% of portfolio
1,440
Q1 2025 New
$26.3B
$268 Million 0.1% of portfolio
1,800
Q2 2025 Reduced 12.11%
$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%
$0
$257 Million 0.1% of portfolio
1,900
Q1 2025 Reduced 20.44%
$0
$254 Million 0.1% of portfolio
7,441
Q2 2025 Reduced 5.52%
$0
$252 Million 0.1% of portfolio
1,063
Q4 2024 Reduced 2.12%
$50B
$251 Million 0.1% of portfolio
3,433
Q3 2024 New
$571B
$245 Million 0.1% of portfolio
691
Q2 2025 Reduced 0.86%
$404B
$245 Million 0.1% of portfolio
5,172
Q2 2025 Added 6.03%
$148B
$243 Million 0.09% of portfolio
10,005
Q2 2025 Reduced 1.82%
$17.1B
$232 Million 0.09% of portfolio
3,838
Q1 2025 Added 3.51%
$138B
$229 Million 0.09% of portfolio
450
Q2 2025 Reduced 0.22%
$0
$223 Million 0.09% of portfolio
1,942
Q2 2025 Added 7.53%
$0
$224 Million 0.09% of portfolio
5,633
Q2 2025 Added 2.46%
$0
$232 Million 0.09% of portfolio
5,587
Q2 2025 New

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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