BAM Wealth Management, LLC
BAM Wealth Management, LLC reported 273 holdings worth US$160M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
BAM Wealth Management, LLC reported 273 holdings worth US$160M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 273
- Value as reported
- US$160M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 16,676 | US$4.83M | 3.0% |
| Alphabet Inc (google) Class C | 12,582 | US$4.5M | 2.8% |
| Nvidia Corporation | 19,325 | US$3.87M | 2.4% |
| Microsoft Corp. | 8,505 | US$3.17M | 2.0% |
| Broadcom Inc. | 6,783 | US$2.56M | 1.6% |
| Amazon.com, Inc. | 9,975 | US$2.38M | 1.5% |
| Eli Lilly And Company | 1,514 | US$1.82M | 1.1% |
| Meta Platforms, Inc. | 2,958 | US$1.67M | 1.0% |
| Visa Inc. | 4,293 | US$1.47M | 0.92% |
| Advanced Micro Devices Inc | 2,136 | US$1.24M | 0.78% |
| Kla Corporation | 3,722 | US$1.12M | 0.70% |
| Applied Materials, Inc. | 1,497 | US$1.08M | 0.68% |
| Amphenol Corporation | 5,848 | US$1.03M | 0.65% |
| Costco Wholesale Corporation | 990 | US$926K | 0.58% |
| Ge Aerospace | 2,463 | US$921K | 0.58% |
| Walmart Inc. | 7,626 | US$864K | 0.54% |
| Emcor Group, Inc. | 990 | US$822K | 0.51% |
| Targa Resources, Inc. | 3,011 | US$807K | 0.51% |
| Cintas Corporation | 4,587 | US$780K | 0.49% |
| Howmet Aerospace Inc. | 2,822 | US$759K | 0.47% |
| Interactive Brokers Group, Inc. | 8,706 | US$758K | 0.47% |
| Tesla, Inc. | 1,798 | US$756K | 0.47% |
| Westinghouse Air Brake Technologies Corporation | 2,760 | US$744K | 0.47% |
| W.r. Berkley Corporation | 10,472 | US$739K | 0.46% |
| Mastercard Incorporated | 1,409 | US$724K | 0.45% |
| Verisk Analytics, Inc. | 3,798 | US$682K | 0.43% |
| Altria Group, Inc. | 9,377 | US$675K | 0.42% |
| Mckesson Corporation | 886 | US$669K | 0.42% |
| Procter & Gamble Company (the) | 4,430 | US$650K | 0.41% |
| Chevron Corporation | 3,703 | US$614K | 0.38% |
| Msci Inc. | 1,094 | US$613K | 0.38% |
| Micron Technology, Inc. | 447 | US$516K | 0.32% |
| Halozyme Therapeutics, Inc. | 6,175 | US$483K | 0.30% |
| Morgan Stanley | 2,298 | US$480K | 0.30% |
| T. Rowe Price Group, Inc. | 4,141 | US$471K | 0.29% |
| Merit Medical Systems, Inc. | 6,541 | US$454K | 0.28% |
| Tenet Healthcare Corporation | 2,421 | US$453K | 0.28% |
| Exelixis, Inc. | 8,257 | US$449K | 0.28% |
| Ralph Lauren Corporation | 1,108 | US$445K | 0.28% |
| Neurocrine Biosciences, Inc. | 2,598 | US$438K | 0.27% |
| Elanco Animal Health Incorporated | 17,160 | US$422K | 0.26% |
| Toast, Inc. | 15,098 | US$420K | 0.26% |
| Paychex, Inc. | 4,252 | US$418K | 0.26% |
| Universal Health Services, Inc. | 2,794 | US$415K | 0.26% |
| Insulet Corporation | 2,708 | US$412K | 0.26% |
| United Therapeutics Corporation | 744 | US$403K | 0.25% |
| Applovin Corporation | 703 | US$362K | 0.23% |
| Simon Property Group, Inc. | 1,607 | US$359K | 0.22% |
| Chewy, Inc. | 18,209 | US$358K | 0.22% |
| International Business Machines Corporation | 1,254 | US$353K | 0.22% |
| Abbvie Inc. | 1,349 | US$339K | 0.21% |
| Zoom Communications, Inc. | 3,852 | US$332K | 0.21% |
| Monolithic Power Systems, Inc. | 234 | US$323K | 0.20% |
| Netflix, Inc. | 4,525 | US$323K | 0.20% |
| Johnson & Johnson | 1,233 | US$313K | 0.20% |
| Realty Income Corporation | 4,901 | US$304K | 0.19% |
| Palo Alto Networks, Inc. | 831 | US$283K | 0.18% |
| Merck & Company, Inc. | 2,194 | US$282K | 0.18% |
| Uber Technologies, Inc. | 3,889 | US$281K | 0.18% |
| Verizon Communications Inc. | 6,358 | US$269K | 0.17% |
| Amgen Inc. | 707 | US$256K | 0.16% |
| Jp Morgan Chase & Co. | 770 | US$252K | 0.16% |
| Vici Properties Inc. | 9,141 | US$243K | 0.15% |
| Tjx Companies, Inc. (the) | 1,505 | US$228K | 0.14% |
| Blackstone Inc. | 1,844 | US$217K | 0.14% |
| Williams Companies, Inc. (the) | 2,880 | US$214K | 0.13% |
| General Mills, Inc. | 5,989 | US$208K | 0.13% |
| Berkshire Hathaway Inc. | 401 | US$201K | 0.13% |
| Deckers Outdoor Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Gilead Sciences, Inc. | 0 | US$0 | 0.00% |
| Hims & Hers Health, Inc. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Moody's Corporation | 0 | US$0 | 0.00% |
| Pultegroup, Inc. | 0 | US$0 | 0.00% |
| Quanta Services, Inc. | 0 | US$0 | 0.00% |
| Sherwin-williams Company (the) | 0 | US$0 | 0.00% |
| Thermo Fisher Scientific Inc | 0 | US$0 | 0.00% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| Cf Industries Holdings, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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