Bam Wealth Management, LLC Portfolio Holdings

Bam Wealth Management, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 255 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco Active Bond Exchange Tra with a value of $6.2B, First Tr Ex Tr Fd Viii Ft Cboe with a value of $5.27B, First Tr ETF Viii Ft Cboe Vest with a value of $5.18B, First Tr Ex Trad Fd Viii Cboe with a value of $5.12B, and First Tr ETF Viii Cboe Vest Us with a value of $4.99B.

Examining the 13F form we can see an increase of $9.17B in the current position value, from $129B to 138B.

Bam Wealth Management, LLC is based out at Lakewood, CO

Below you can find more details about Bam Wealth Management, LLC portfolio as well as his latest detailed transactions.