account_balance
Investment manager · 13F filer · SEC CIK 2007263
BKM Wealth Management, LLC
Reported value$309Mas of Sep 30, 2026
Positions154 11 new, 5 sold out
Top 10 weight34.9%IVE alone is 5%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVEiShares Tr
5.1%Added +12%
AAPLApple Inc.
5.1%Added +4%
VEAVanguard Tax-Managed FDS
4.9%Added +18%
IVWiShares Tr
4.4%Added +11%
MSFTMicrosoft Corp
3.3%Trimmed −21%
DEUSDBX ETF Tr
3.3%
GOOGLAlphabet Inc.
2.9%Added +29%
JPMJPMorgan Chase & Co
2.0%Trimmed −12%
IJJiShares Tr
2.0%Added +13%
ADIAnalog Devices Inc
1.9%Added +16%
AVGOBroadcom Inc.
1.9%Trimmed −13%
VOVanguard Index FDS
1.8%Trimmed −5%
IVEiShares Tr
5.1%Added +12%
AAPLApple Inc.
5.1%Added +4%
VEAVanguard Tax-Managed FDS
4.9%
IVWiShares Tr
4.4%
MSFTMicrosoft Corp
3.3%
DEUSDBX ETF Tr
3.3%
GOOGLAlphabet Inc.
2.9%
JPMJPMorgan Chase & Co
2.0%
IJJ2.0%
ADI1.9%AVGO1.9%VO1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVE iShares Tr 5.1% Added +12%
AAPL Apple Inc. 5.1% Added +4%VEA Vanguard Tax-Managed FDS 4.9% Added +18%
IVW iShares Tr 4.4% Added +11%
MSFT Microsoft Corp 3.3% Trimmed −21%DEUS DBX ETF Tr 3.3% Held
GOOGL Alphabet Inc. 2.9% Added +29%JPM JPMorgan Chase & Co 2.0% Trimmed −12%IJJ iShares Tr 2.0% Added +13%
ADI Analog Devices Inc 1.9% Added +16%AVGO Broadcom Inc. 1.9% Trimmed −13%VO Vanguard Index FDS 1.8% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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