Holdings

BAM Wealth Management, LLC

As of Sep 30, 2026, BAM Wealth Management, LLC reported 192 positions worth US$180M. Largest: PIMCO Active Bond Exchange-Traded Fund, Apple Inc and FT Vest U.S. Equity Buffer ETF - August. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
PIMCO Active Bond Exchange-Traded Fund78,685US$6.84MnewSep 30, 2026
Apple Inc17,487US$5.82M+811Sep 30, 2026
FT Vest U.S. Equity Buffer ETF - August91,221US$5.26MnewSep 30, 2026
FT Vest U.S. Equity Buffer Fund - May91,041US$5.22MnewSep 30, 2026
FT Vest U.S. Equity Buffer ETF - September90,310US$5.16MnewSep 30, 2026
FT Vest U.S. Equity Buffer ETF - June83,991US$5.14MnewSep 30, 2026
FT Vest U.S. Equity Buffer ETF - July83,151US$5.09MnewSep 30, 2026
Alphabet Inc (google) Class C13,914US$4.78M+1,332Sep 30, 2026
Nvidia Corporation20,784US$4.75M+1,459Sep 30, 2026
FT Vest U.S. Equity Buffer ETF - April95,916US$4.59MnewSep 30, 2026