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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130B
$520 Million 0.19% of portfolio
11,008
Q3 2025 Added 12.09%
$21.5B
$506 Million 0.19% of portfolio
6,911
Q3 2025 Reduced 32.95%
$0
$476 Million 0.18% of portfolio
6,998
Q3 2025 Reduced 0.14%
$277B
$465 Million 0.17% of portfolio
6,060
Q3 2025 Reduced 15.42%
$306B
$462 Million 0.17% of portfolio
6,966
Q3 2025 Added 0.53%
$52.4B
$449 Million 0.17% of portfolio
13,071
Q3 2025 Reduced 27.42%
Ge Vernova Inc
-
$432 Million 0.16% of portfolio
-
Q3 2025 Added 0.43%
$104B
$442 Million 0.16% of portfolio
1,507
Q3 2025 Reduced 38.34%
$2.39T
$416 Million 0.15% of portfolio
1,893
Q3 2025 Added 2.82%
$91.4B
$408 Million 0.15% of portfolio
2,626
Q1 2025 Added 1.08%
$72.3B
$405 Million 0.15% of portfolio
3,625
Q3 2025 Reduced 85.9%
$237B
$402 Million 0.15% of portfolio
2,478
Q3 2025 Added 0.61%
$132B
$375 Million 0.14% of portfolio
1,783
Q3 2025 Reduced 7.71%
$81.8B
$386 Million 0.14% of portfolio
3,510
Q3 2025 Added 0.29%
$96.4B
$391 Million 0.14% of portfolio
3,163
Q1 2025 Reduced 0.03%
$490B
$350 Million 0.13% of portfolio
3,103
Q2 2025 Reduced 0.06%
$43.5B
$356 Million 0.13% of portfolio
1,018
Q1 2025 Added 2.0%
$0
$365 Million 0.13% of portfolio
1,184
Q3 2025 Reduced 0.08%
$16.8B
$338 Million 0.12% of portfolio
5,497
Q3 2025 Added 0.13%
$414B
$335 Million 0.12% of portfolio
1,448
Q2 2025 Reduced 0.07%
$0
$317 Million 0.12% of portfolio
4,447
Q3 2025 Reduced 24.45%
$3.47B
$312 Million 0.12% of portfolio
4,000
Q3 2024 New
$0
$289 Million 0.11% of portfolio
1,024
Q2 2025 Reduced 1.44%
$0
$291 Million 0.11% of portfolio
476
Q3 2025 New
$270B
$294 Million 0.11% of portfolio
1,848
Q3 2025 Reduced 9.1%
$367B
$298 Million 0.11% of portfolio
736
Q3 2025 Reduced 2.52%
$15.9B
$305 Million 0.11% of portfolio
928
Q3 2025 Reduced 1.17%
$16.9B
$259 Million 0.1% of portfolio
3,838
Q1 2025 Added 3.51%
$0
$261 Million 0.1% of portfolio
7,354
Q3 2025 Reduced 1.17%
$0
$270 Million 0.1% of portfolio
1,063
Q4 2024 Reduced 2.12%
$971B
$274 Million 0.1% of portfolio
359
Q3 2025 Reduced 14.52%
$235B
$275 Million 0.1% of portfolio
3,282
Q3 2025 Reduced 7.18%
$68.5B
$276 Million 0.1% of portfolio
2,027
Q3 2025 Reduced 10.27%
$0
$277 Million 0.1% of portfolio
1,900
Q1 2025 Reduced 20.44%
$0
$280 Million 0.1% of portfolio
4,960
Q1 2024 Reduced 5.88%
$413B
$281 Million 0.1% of portfolio
5,441
Q3 2025 Added 5.2%
$26.1B
$285 Million 0.1% of portfolio
1,800
Q2 2025 Reduced 12.11%
$141B
$231 Million 0.09% of portfolio
9,052
Q3 2025 Reduced 9.53%
$0
$233 Million 0.09% of portfolio
2,492
Q3 2025 Added 2.76%
$593B
$234 Million 0.09% of portfolio
832
Q3 2025 New
$136B
$234 Million 0.09% of portfolio
992
Q3 2024 New
$0
$237 Million 0.09% of portfolio
5,387
Q3 2025 Reduced 3.58%
$65.7B
$239 Million 0.09% of portfolio
797
Q3 2025 Reduced 35.04%
$0
$242 Million 0.09% of portfolio
1,932
Q3 2025 Reduced 0.51%
$0
$245 Million 0.09% of portfolio
5,592
Q3 2025 Reduced 0.73%
$2.36B
$204 Million 0.08% of portfolio
4,585
Q3 2025 New
$45.2B
$205 Million 0.08% of portfolio
3,433
Q3 2024 New
$89.3B
$206 Million 0.08% of portfolio
1,887
Q3 2025 New
$144B
$206 Million 0.08% of portfolio
450
Q2 2025 Reduced 0.22%

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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