BKM Wealth Management, LLC
BKM Wealth Management, LLC reported 148 holdings worth US$282M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
BKM Wealth Management, LLC reported 148 holdings worth US$282M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 148
- Value as reported
- US$282M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 45,360 | US$13.1M | 4.6% |
| Microsoft Corp. | 25,316 | US$9.44M | 3.3% |
| Alphabet Inc (google) Class C | 20,947 | US$7.49M | 2.7% |
| Broadcom Inc. | 19,317 | US$7.3M | 2.6% |
| Jp Morgan Chase & Co. | 20,960 | US$6.86M | 2.4% |
| Analog Devices, Inc. | 12,810 | US$5.09M | 1.8% |
| Johnson & Johnson | 16,493 | US$4.19M | 1.5% |
| Ge Aerospace | 9,900 | US$3.7M | 1.3% |
| Blackrock, Inc. | 3,706 | US$3.56M | 1.3% |
| Cisco Systems, Inc. | 28,627 | US$3.36M | 1.2% |
| Chevron Corporation | 15,777 | US$2.62M | 0.93% |
| W.w. Grainger, Inc. | 1,832 | US$2.49M | 0.88% |
| International Business Machines Corporation | 8,673 | US$2.44M | 0.86% |
| Walmart Inc. | 20,208 | US$2.29M | 0.81% |
| Asml Holding Nv | 1,102 | US$2.19M | 0.78% |
| Amgen Inc. | 5,715 | US$2.07M | 0.73% |
| L3harris Technologies, Inc. | 7,013 | US$2.04M | 0.72% |
| Lowe's Companies, Inc. | 9,194 | US$2.03M | 0.72% |
| Nextera Energy, Inc. | 22,912 | US$2.01M | 0.71% |
| General Dynamics Corporation | 5,295 | US$1.88M | 0.66% |
| Costco Wholesale Corporation | 1,970 | US$1.84M | 0.65% |
| Procter & Gamble Company (the) | 11,805 | US$1.73M | 0.61% |
| Amazon.com, Inc. | 7,234 | US$1.72M | 0.61% |
| Emerson Electric Company | 11,872 | US$1.7M | 0.60% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,468 | US$1.66M | 0.59% |
| S&p Global Inc. | 4,063 | US$1.65M | 0.59% |
| Wec Energy Group, Inc. | 13,507 | US$1.58M | 0.56% |
| Marathon Petroleum Corporation | 6,149 | US$1.57M | 0.56% |
| Citigroup, Inc. | 10,499 | US$1.47M | 0.52% |
| Mcdonald's Corporation | 5,428 | US$1.47M | 0.52% |
| Meta Platforms, Inc. | 2,567 | US$1.45M | 0.51% |
| Palo Alto Networks, Inc. | 3,616 | US$1.23M | 0.44% |
| Pepsico, Inc. | 9,094 | US$1.23M | 0.44% |
| Nvidia Corporation | 6,057 | US$1.21M | 0.43% |
| Berkshire Hathaway Inc. | 2,289 | US$1.15M | 0.41% |
| West Pharmaceutical Services, Inc. | 2,931 | US$1.05M | 0.37% |
| Constellation Energy Corporation | 4,231 | US$1.05M | 0.37% |
| Ares Capital Corporation | 56,152 | US$1.04M | 0.37% |
| Roper Technologies, Inc. | 3,055 | US$1.03M | 0.37% |
| Barclays Plc | 34,269 | US$920K | 0.33% |
| Sherwin-williams Company (the) | 2,627 | US$905K | 0.32% |
| National Grid Plc | 10,408 | US$863K | 0.31% |
| Rio Tinto Plc | 9,080 | US$862K | 0.31% |
| Rtx Corporation | 4,500 | US$854K | 0.30% |
| Intel Corporation | 5,984 | US$836K | 0.30% |
| American Electric Power Company, Inc. | 5,229 | US$715K | 0.25% |
| Ge Vernova Inc. | 563 | US$661K | 0.23% |
| Sap Se | 4,154 | US$640K | 0.23% |
| Smith & Nephew Plc | 20,959 | US$604K | 0.21% |
| Sanofi Sa | 14,026 | US$598K | 0.21% |
| Sony Group Corporation | 28,433 | US$570K | 0.20% |
| Eog Resources, Inc. | 4,391 | US$570K | 0.20% |
| Restaurant Brands International Inc. | 7,729 | US$560K | 0.20% |
| Abbott Laboratories | 5,935 | US$539K | 0.19% |
| International Flavors & Fragrances, Inc. | 6,744 | US$534K | 0.19% |
| Coca-cola Company (the) | 6,542 | US$532K | 0.19% |
| Shell Plc | 6,766 | US$525K | 0.19% |
| Rockwell Automation, Inc. | 1,018 | US$504K | 0.18% |
| Eli Lilly And Company | 408 | US$489K | 0.17% |
| Mge Energy Inc. | 5,088 | US$415K | 0.15% |
| 3m Company | 2,500 | US$405K | 0.14% |
| Morgan Stanley | 1,848 | US$386K | 0.14% |
| Exxon Mobil Corporation | 2,825 | US$386K | 0.14% |
| Philip Morris International Inc | 2,093 | US$379K | 0.13% |
| Merck & Company, Inc. | 2,845 | US$366K | 0.13% |
| Duke Energy Corporation (holding Company) | 2,811 | US$356K | 0.13% |
| Brady Corporation | 3,720 | US$341K | 0.12% |
| Cincinnati Financial Corporation | 1,800 | US$333K | 0.12% |
| Phillips 66 | 1,933 | US$327K | 0.12% |
| Alliant Energy Corporation | 4,091 | US$312K | 0.11% |
| Abbvie Inc. | 1,180 | US$297K | 0.11% |
| Applied Materials, Inc. | 400 | US$289K | 0.10% |
| Bank Of America Corporation | 5,054 | US$288K | 0.10% |
| Deere & Company | 450 | US$285K | 0.10% |
| Caterpillar, Inc. | 265 | US$282K | 0.10% |
| Union Pacific Corporation | 992 | US$270K | 0.10% |
| The Bank Of New York Mellon Corporation | 1,809 | US$262K | 0.09% |
| Carrier Global Corporation | 3,418 | US$251K | 0.09% |
| Advanced Micro Devices Inc | 364 | US$211K | 0.07% |
| Visa Inc. | 611 | US$210K | 0.07% |
| Altria Group, Inc. | 2,910 | US$209K | 0.07% |
| Pfizer, Inc. | 8,652 | US$208K | 0.07% |
| Aflac Incorporated | 1,767 | US$207K | 0.07% |
| Dominion Energy, Inc. | 2,900 | US$198K | 0.07% |
| Omnicom Group Inc. | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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