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CIK: 0002007263
Total reported value
$282.4M
$282.4M
158 檔
18.7%
In Q1 2025, BKM Wealth Management, LLC's U.S. equity holdings reached a combined market value of $282.4M, distributed across 158 disclosed stock positions.
During Q1 2025, BKM Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 5.01% | -0.07% | -0.80% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.68% | +0.36% | +2.63% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.16% | +0.05% | +0.23% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.12% | -0.19% | +0.90% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.76% | +0.37% | -3.21% | |
| 6 | DEUS | Xtrackers Russell US Multi | ETF-Other | 3.40% | +0.02% | +0.06% | |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.03% | +0.04% | -0.90% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.94% | +0.12% | -4.44% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.84% | +0.10% | -2.64% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | +0.34% | +5.88% | |
| 11 | CCRVUSD | Ishares Comm Curve Carry Str | ETF-Other | 1.74% | — | +2.22% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.67% | -0.04% | +1.30% | |
| 13 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.60% | -0.08% | +1.80% | |
| 14 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.57% | +0.08% | -0.87% | |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.50% | +0.08% | -0.58% | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.47% | -0.15% | +8.24% | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 1.45% | -0.10% | +5.35% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.21% | -0.35% | +3.19% | |
| 19 | AFL | Aflac Inc | Stock-Financials | 1.19% | -0.01% | +8.44% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.17% | +0.13% | -1.46% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.15% | +0.31% | +36.25% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.13% | -0.68% | +6.97% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.13% | -0.03% | +2.50% | |
| 24 | ACN | Accenture plc | Stock-Tech | 1.12% | -0.45% | EXIT | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.10% | -0.01% | +13.88% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.05% | +0.03% | +6.66% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | +0.32% | +4.33% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.04% | +18.79% | |
| 29 | LIN | Linde plc | Stock-Materials | 0.98% | -0.09% | +2.35% | |
| 30 | ADI | Analog Devices Inc | Stock-Tech | 0.98% | +0.27% | -0.92% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.96% | — | -25.26% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.93% | -0.11% | -1.04% | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.93% | +0.02% | +9.88% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.92% | -0.08% | +1.70% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | -0.18% | +3.74% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.85% | +0.01% | +2.66% | |
| 37 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.85% | -0.38% | -1.59% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.82% | +0.12% | -1.51% | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 0.79% | +0.02% | +15.44% | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.78% | -0.14% | +10.77% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.75% | -0.28% | +8.99% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.74% | -0.10% | +2.30% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.73% | — | +13.41% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | +0.45% | +2.26% | |
| 45 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.73% | +0.03% | -4.55% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.70% | -0.06% | +2.98% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | +0.05% | +15.17% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | -0.02% | +19.61% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.68% | +0.03% | -2.49% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | +0.02% | -3.94% |
According to official SEC Form 13F filings, BKM Wealth Management, LLC reported a total U.S. public equity portfolio value of $282.4M across 158 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVE, AAPL, MSFT) accounted for 18.7% of total reported equity market value during Q1 2025.
During Q1 2025, BKM Wealth Management, LLC's top holdings by market value included IVE (5.0%)、AAPL (4.7%)、MSFT (4.2%). The largest single position, IVE, represented 5.0% of total portfolio value.
In Q1 2025, BKM Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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