account_balance

Investment manager · 13F filer · SEC CIK 2111802

Bauman Advisory Group, LLC

Reported value$203Mas of Sep 30, 2026
Positions95 17 new, 3 sold out
Top 10 weight61.4%SPYM alone is 20%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
SPYM SPDR Series Trust 19.5% Added +7%
QQQM Invesco Exch Traded Fd Tr II 9.7% Added +6%
GARP iShares Tr 6.2% Added +6%
AVLV American Centy ETF Tr 6.0% Added +6%
AVDE American Centy ETF Tr 4.8% Added +4%
BINC BlackRock ETF Trust II 3.2% Trimmed −7%
AVDV American Centy ETF Tr 3.1% Added +5%
IAUM iShares Gold Trust Micro 3.0% Added +6%
AVUV American Centy ETF Tr 3.0% Added +7%
AVEM American Centy ETF Tr 3.0% Added +7%
AVSC American Centy ETF Tr 2.9% Added +5%
JEPI J P Morgan Exchange Traded F 2.9% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Aug 4, 2026 filing
add_circleNew
  • DIVO $1.15M
  • BALI $1.15M
  • IDVO $744K
  • IGIB $645K
arrow_upwardAdded
  • QQQI +391%
  • JEPQ +125%
  • SCHD +92%
  • SPYI +50%
arrow_downwardTrimmed
  • NLR −32%
  • JPM −22%
  • SPHY −14%
  • USIG −14%
remove_circleSold out
  • REMX $303K
  • FDIS $273K
  • ANET $232K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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