account_balance
Investment manager · 13F filer · SEC CIK 2093649
BAM Wealth Management, LLC
Reported value$185Mas of Sep 30, 2026
Positions202 51 new, 15 sold out
Top 10 weight28.4%BOND alone is 4%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BONDPimco ETF Tr
3.7%Added +11%
AAPLApple Inc.
3.2%Added +5%
FAUGFirst Tr Exchng Traded Fd Vi
2.8%New
FMAYFirst Tr Exchng Traded Fd Vi
2.8%Trimmed −9%
FSEPFirst Tr Exchng Traded Fd Vi
2.8%New
FJUNFirst Tr Exchng Traded Fd Vi
2.8%Trimmed −9%
FJULFirst Tr Exchng Traded Fd Vi
2.8%New
NVDANVIDIA Corp
2.6%Added +8%
FAPRFirst Tr Exchng Traded Fd Vi
2.5%Trimmed −5%
FJANFirst Tr Exchng Traded Fd Vi
2.5%
MSFTMicrosoft Corp
2.4%
PYLDPimco ETF Tr
2.2%Added +11%
BONDPimco ETF Tr
3.7%+11%
AAPLApple Inc.
3.2%
FAUGFirst Tr Exchng Traded Fd Vi
2.8%
FMAYFirst Tr Exchng Traded Fd Vi
2.8%−9%
FSEPFirst Tr Exchng Traded Fd Vi
2.8%New
FJUNFirst Tr Exchng Traded Fd Vi
2.8%−9%
FJULFirst Tr Exchng Traded Fd Vi
2.8%
NVDANVIDIA Corp
2.6%
FAPRFirst Tr Exchng Traded Fd Vi
2.5%
FJANFirst Tr Exchng Traded Fd Vi
2.5%
MSFTMicrosoft Corp
2.4%
PYLDPimco ETF Tr
2.2%
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
BOND Pimco ETF Tr 3.7% Added +11%
AAPL Apple Inc. 3.2% Added +5%FAUG First Tr Exchng Traded Fd Vi 2.8% New
FMAY First Tr Exchng Traded Fd Vi 2.8% Trimmed −9%
FSEP First Tr Exchng Traded Fd Vi 2.8% New
FJUN First Tr Exchng Traded Fd Vi 2.8% Trimmed −9%
FJUL First Tr Exchng Traded Fd Vi 2.8% New
NVDA NVIDIA Corp 2.6% Added +8%FAPR First Tr Exchng Traded Fd Vi 2.5% Trimmed −5%
FJAN First Tr Exchng Traded Fd Vi 2.5% Held
MSFT Microsoft Corp 2.4% HeldPYLD Pimco ETF Tr 2.2% Added +11%
What changed
Biggest moves since Jun 30, 2026
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