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CIK: 0002007263
Total reported value
$282.4M
$282.4M
146 檔
22.1%
In Q4 2025, BKM Wealth Management, LLC's U.S. equity holdings reached a combined market value of $282.4M, distributed across 146 disclosed stock positions.
BKM Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 11 holdings and trimming 58 positions.
| # | 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% | +1.02% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.65% | -0.19% | +2.87% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.52% | +0.05% | +5.24% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.47% | +0.36% | -3.91% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.12% | +0.37% | -3.63% | |
| 6 | DEUS | Xtrackers Russell US Multi | ETF-Other | 3.76% | +0.02% | +2.78% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.49% | +0.31% | +19.35% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.31% | +0.34% | +9.87% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.03% | +0.10% | +0.70% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.02% | +0.04% | +1.29% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.76% | +0.46% | +7.55% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.72% | -0.04% | +0.36% | |
| 13 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.67% | -0.08% | +2.38% | |
| 14 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.65% | +0.08% | -0.11% | |
| 15 | BLK | Blackrock Inc | Stock-Financials | 1.63% | -0.10% | +19.78% | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.55% | +0.08% | +0.56% | |
| 17 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-Other | 1.48% | -0.42% | -18.75% | |
| 18 | ADI | Analog Devices Inc | Stock-Tech | 1.44% | +0.27% | +19.99% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.44% | -0.35% | +10.19% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | +0.32% | +18.23% | |
| 21 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.26% | +0.31% | — | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.26% | -0.01% | +8.47% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 1.19% | -0.18% | +9.73% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.17% | +0.13% | +0.87% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.06% | -0.68% | +16.85% | |
| 26 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 1.02% | +0.03% | +96.66% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.22% | +12.11% | |
| 28 | GE | General Electric | Stock-Industrials | 0.97% | +0.28% | +2.98% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.97% | -0.15% | -28.63% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.95% | -0.28% | +2.13% | |
| 31 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.93% | -0.37% | +20.17% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | +0.12% | -1.33% | |
| 33 | LIN | Linde plc | Stock-Materials | 0.85% | -0.09% | +2.07% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.84% | +0.12% | -61.82% | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.82% | -0.11% | -7.54% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.82% | +0.01% | -0.67% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.79% | -0.14% | -4.76% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | +0.05% | -0.97% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | -0.08% | -11.15% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.45% | -1.83% | |
| 41 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.73% | -0.38% | -0.29% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.70% | -0.06% | +6.77% | |
| 43 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.67% | -0.24% | +49.53% | |
| 44 | EMR | Emerson Electric Co | Stock-Industrials | 0.65% | -0.09% | -1.94% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.04% | -19.69% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.64% | -0.10% | +3.49% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | +0.05% | +0.17% | |
| 48 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.64% | -0.18% | +24.20% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.63% | +0.03% | -2.46% | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.59% | -0.15% | +10.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EELV | Invesco S&p Emerging Markets | +0.5% | +96.66% | Add |
| 2 | AVGO | Broadcom Inc | +0.5% | +19.35% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +7.55% | Add |
| 4 | ADI | Analog Devices Inc | +0.3% | +19.99% | Add |
| 5 | JNJ | Johnson & Johnson | +0.3% | +18.23% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.3% | +2.87% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +9.87% | Add |
| 8 | JPEM | JPM Diversified Ret Em Equit | +0.2% | +49.53% | Add |
| 9 | VTV | Vanguard Value ETF | +0.2% | +10.19% | Add |
| 10 | IVE | Ishares S&p 500 Value ETF | +0.1% | +1.02% | Add |
| 11 | BLK | Blackrock Inc | +0.1% | +19.78% | Add |
| 12 | QYLD | Global X Nasd 100 Cov Call | +0.1% | +24.20% | Add |
| 13 | LHX | L3harris Technologies Inc | +0.1% | +20.17% | Add |
| 14 | VUG | Vanguard Growth ETF | +0.1% | +9.73% | Add |
| 15 | GLD | Spdr Gold Shares | +0.1% | +2.13% | Add |
| 16 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +8.47% | Add |
| 17 | ISPY | Proshares S&p High Incom ETF | +0.1% | +28.24% | Add |
| 18 | DEUS | Xtrackers Russell US Multi | +0.1% | +2.78% | Add |
| 19 | ABT | Abbott Laboratories | +0.1% | +16.85% | Add |
| 20 | AAPL | Apple Inc | +0.1% | -3.91% | Trim |
| 21 | VBR | Vanguard Small-cap Value ETF | +0.1% | +16.83% | Add |
| 22 | CSCO | Cisco Systems Inc | +0.1% | -1.83% | Trim |
| 23 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +16.29% | Add |
| 24 | LLY | Eli Lilly & Co | +0.1% | +16.71% | Add |
| 25 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +10.41% | Add |
| 26 | IAU | Ishares Gold Trust | +0.1% | +9.88% | Add |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | +1.29% | Add |
| 28 | WMT | Walmart Inc | 0% | -0.97% | Trim |
| 29 | GE | General Electric | 0% | +2.98% | Add |
| 30 | C | Citigroup Inc | 0% | -3.61% | Trim |
| 31 | IJS | Ishares S&p Small-cap 600 Va | 0% | -0.11% | Trim |
| 32 | DGS | Wisdomtree Em Small Cap | 0% | +2.38% | Add |
| 33 | SIVR | Abrdn Physical Silver Shares | 0% | — | Unchanged |
| 34 | PG | Procter & Gamble Co/the | 0% | +13.95% | Add |
| 35 | ARCC | Ares Capital CORP | 0% | +10.86% | Add |
| 36 | BCS | Barclays Plc-spons Adr | 0% | -10.06% | Trim |
| 37 | CL | Colgate-palmolive Co | 0% | +10.46% | Add |
| 38 | IBM | Intl Business Machines CORP | 0% | -1.33% | Trim |
| 39 | SAP | Sap Se-sponsored Adr | 0% | +22.79% | Add |
| 40 | MFDX | Pimco Rafi Dynamic Multi-fac | 0% | +3.66% | Add |
| 41 | AMGN | Amgen Inc | 0% | -11.15% | Trim |
| 42 | JEPI | Jpmorgan Equity Premium Inco | 0% | +3.49% | Add |
| 43 | RTX | Rtx CORP | 0% | -1.27% | Trim |
| 44 | VNQ | Vanguard Real Estate ETF | 0% | +6.77% | Add |
| 45 | NEE | Nextera Energy Inc | 0% | -2.46% | Trim |
| 46 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 47 | MRK | Merck & Co. Inc. | 0% | -3.60% | Trim |
| 48 | IFF | Intl Flavors & Fragrances | 0% | +6.49% | Add |
| 49 | DBC | Invesco Db Commodity Index T | 0% | +4.30% | Add |
| 50 | KO | The Coca-Cola Company | 0% | +7.31% | Add |
According to official SEC Form 13F filings, BKM Wealth Management, LLC reported a total U.S. public equity portfolio value of $282.4M across 146 disclosed positions in Q4 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, VEA, MSFT) accounted for 22.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
QQQM
市值: $3.5M
Top Position Liquidated / Trimmed
WNS HOLDINGS LTD
前期市值: $713.0K
During Q4 2025, BKM Wealth Management, LLC's top holdings by market value included IVE (5.0%)、VEA (4.7%)、MSFT (4.5%). The largest single position, IVE, represented 5.0% of total portfolio value.
In Q4 2025, BKM Wealth Management, LLC made 135 total portfolio adjustments, initiating 2 new buys, adding to 64 positions, trimming 58 holdings, and fully liquidating 11 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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