Holdings
BKM Wealth Management, LLC
As of Jun 30, 2026, BKM Wealth Management, LLC reported 84 positions worth US$134M. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 45,360 | US$13.1M | −964 | Jun 30, 2026 |
| Microsoft Corp. | 25,316 | US$9.44M | +966 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 20,947 | US$7.49M | +1,134 | Jun 30, 2026 |
| Broadcom Inc. | 19,317 | US$7.3M | −745 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 20,960 | US$6.86M | +1,505 | Jun 30, 2026 |
| Analog Devices, Inc. | 12,810 | US$5.09M | −330 | Jun 30, 2026 |
| Johnson & Johnson | 16,493 | US$4.19M | +3,523 | Jun 30, 2026 |
| Ge Aerospace | 9,900 | US$3.7M | −68 | Jun 30, 2026 |
| Blackrock, Inc. | 3,706 | US$3.56M | −180 | Jun 30, 2026 |
| Cisco Systems, Inc. | 28,627 | US$3.36M | +2,581 | Jun 30, 2026 |