TraderTrends
Manager Profile

BKM Wealth Management, LLC

Diversified · Financial Services 36%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

BROOKFIELD, WI

Portfolio Value

$282.4M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

ISHARES TR

Latest disclosed holding

Top 4

464287408 037833100 921943858 464287309 233051481

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
36.1%
Technology
22.9%
Healthcare
12.6%
Industrials
10.6%
Communication Services
4.1%
Energy
3.2%
Consumer Defensive
2.9%
Consumer Cyclical
2.4%
Utilities
2.4%
Basic Materials
2.3%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
ISHARES TR

Shares: 61.7K

14M

Position Value
2
APPLE INC

Shares: 45.4K

13.1M

Position Value
3
VANGUARD TAX-MANAGED FDS

Shares: 181.1K

12.9M

Position Value
4
ISHARES TR

Shares: 86.5K

11.9M

Position Value
5
DBX ETF TR

Shares: 164.4K

10.7M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID