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CIK: 0002007263
Total reported value
$282.4M
$282.4M
148 檔
21.1%
The Q1 2026 SEC filing reveals that BKM Wealth Management, LLC held a total portfolio value of $282.4M, covering 148 public equity positions.
BKM Wealth Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 6 holdings and trimming 60 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 5.03% | -0.07% | +1.02% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.76% | -0.19% | -0.06% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.29% | +0.36% | +2.90% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.84% | +0.37% | +1.72% | |
| 5 | DEUS | Xtrackers Russell US Multi | ETF-Other | 3.78% | +0.02% | -2.09% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.29% | +0.05% | -4.77% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.27% | +0.31% | +2.04% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.09% | +0.34% | -0.89% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.08% | +0.46% | +28.60% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.03% | +0.10% | +1.45% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.02% | +0.04% | -0.55% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.74% | -0.04% | +1.05% | |
| 13 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.74% | -0.08% | -0.61% | |
| 14 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-Other | 1.72% | -0.42% | -5.84% | |
| 15 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.71% | +0.08% | -0.50% | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.58% | +0.08% | -1.34% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.57% | -0.35% | +6.18% | |
| 18 | ADI | Analog Devices Inc | Stock-Tech | 1.53% | +0.27% | -9.63% | |
| 19 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.39% | +0.31% | +17.17% | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 1.36% | -0.10% | -6.47% | |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.23% | +0.13% | +2.27% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.18% | -0.18% | +11.28% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.16% | +0.32% | -24.34% | |
| 24 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 1.12% | +0.03% | +6.63% | |
| 25 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.09% | -0.37% | -0.62% | |
| 26 | LIN | Linde plc | Stock-Materials | 1.04% | -0.09% | +5.39% | |
| 27 | GE | General Electric | Stock-Industrials | 1.03% | +0.28% | +15.91% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 1.01% | -0.28% | -2.29% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.98% | -0.01% | -30.19% | |
| 30 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.94% | -0.38% | +16.87% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.90% | +0.03% | +15.96% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.87% | -0.68% | +0.79% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.87% | -0.15% | -7.93% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.82% | -0.11% | +1.04% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.82% | +0.01% | +0.10% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.81% | -0.08% | -2.83% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.80% | -0.14% | +0.36% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.76% | -0.06% | +9.47% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | +0.05% | -12.94% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.74% | +0.12% | +5.49% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | +0.45% | -5.54% | |
| 42 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 0.74% | -0.22% | -1.46% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.22% | -17.02% | |
| 44 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.72% | -0.24% | +5.02% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.04% | -6.94% | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.69% | -0.09% | +7.84% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.68% | +0.03% | -7.02% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.65% | -0.15% | +5.79% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.63% | -0.10% | +0.17% | |
| 50 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.63% | -0.18% | +1.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.3% | +15.96% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +28.60% | Add |
| 3 | SDCI | Uscf Summerhaven Dynamic ETF | +0.2% | -5.84% | Trim |
| 4 | WEC | Wec Energy Group Inc | +0.2% | +16.87% | Add |
| 5 | LIN | Linde plc | +0.2% | +5.39% | Add |
| 6 | MPC | Marathon Petroleum CORP | +0.2% | -2.19% | Trim |
| 7 | DBC | Invesco Db Commodity Index T | +0.2% | -1.46% | Trim |
| 8 | LHX | L3harris Technologies Inc | +0.2% | -0.62% | Trim |
| 9 | VTV | Vanguard Value ETF | +0.1% | +6.18% | Add |
| 10 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +17.17% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | -0.06% | Trim |
| 12 | ASML | ASML Holding N.V. | +0.1% | -1.26% | Trim |
| 13 | EELV | Invesco S&p Emerging Markets | +0.1% | +6.63% | Add |
| 14 | ADI | Analog Devices Inc | +0.1% | -9.63% | Trim |
| 15 | NGG | National Grid Plc-sp Adr | +0.1% | +25.59% | Add |
| 16 | OMC | Omnicom Group | +0.1% | +25.47% | Add |
| 17 | DGS | Wisdomtree Em Small Cap | +0.1% | -0.61% | Trim |
| 18 | VNQ | Vanguard Real Estate ETF | +0.1% | +9.47% | Add |
| 19 | GE | General Electric | +0.1% | +15.91% | Add |
| 20 | BAR | Graniteshares Gold Trust | +0.1% | +5.68% | Add |
| 21 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | -0.50% | Trim |
| 22 | GWW | Ww Grainger Inc | +0.1% | +4.84% | Add |
| 23 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +5.79% | Add |
| 24 | GLD | Spdr Gold Shares | +0.1% | -2.29% | Trim |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | +2.27% | Add |
| 26 | SPGI | S&p Global Inc | +0.1% | +34.84% | Add |
| 27 | JPEM | JPM Diversified Ret Em Equit | +0.1% | +5.02% | Add |
| 28 | SHEL | Shell Plc-adr | +0.1% | -1.02% | Trim |
| 29 | NEE | Nextera Energy Inc | +0.1% | -7.02% | Trim |
| 30 | COST | Costco Wholesale CORP | 0% | -6.94% | Trim |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.30% | Add |
| 32 | SNY | Sanofi-adr | 0% | +25.45% | Add |
| 33 | GEV | GE Vernova Inc | 0% | -5.29% | Trim |
| 34 | XOM | Exxon Mobil CORP | 0% | -6.70% | Trim |
| 35 | VBR | Vanguard Small-cap Value ETF | 0% | +5.87% | Add |
| 36 | EMR | Emerson Electric Co | 0% | +7.84% | Add |
| 37 | PSX | Phillips 66 | 0% | -1.90% | Trim |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | -1.34% | Trim |
| 39 | AMGN | Amgen Inc | 0% | -2.83% | Trim |
| 40 | AEP | American Electric Power | 0% | -0.02% | Trim |
| 41 | IFF | Intl Flavors & Fragrances | 0% | +12.20% | Add |
| 42 | VOT | Vanguard Mid-cap Growth ETF | 0% | +14.96% | Add |
| 43 | SLB | Slb LTD | 0% | -14.66% | Trim |
| 44 | VBK | Vanguard Small-cap Grwth ETF | 0% | +6.93% | Add |
| 45 | IVE | Ishares S&p 500 Value ETF | 0% | +1.02% | Add |
| 46 | VWO | Vanguard Ftse Emerging Marke | 0% | +1.05% | Add |
| 47 | VEU | Vanguard Ftse All-world Ex-u | 0% | +17.99% | Add |
| 48 | MFDX | Pimco Rafi Dynamic Multi-fac | 0% | +2.69% | Add |
| 49 | PEP | Pepsico Inc | 0% | -2.84% | Trim |
| 50 | IAU | Ishares Gold Trust | 0% | -0.43% | Trim |
According to official SEC Form 13F filings, BKM Wealth Management, LLC reported a total U.S. public equity portfolio value of $282.4M across 148 disclosed positions in Q1 2026.
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, AAPL) accounted for 21.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
QARP
市值: $992.8K
Top Position Liquidated / Trimmed
CL
前期市值: $863.6K
During Q1 2026, BKM Wealth Management, LLC's top holdings by market value included IVE (5.0%)、VEA (4.8%)、AAPL (4.3%). The largest single position, IVE, represented 5.0% of total portfolio value.
In Q1 2026, BKM Wealth Management, LLC made 141 total portfolio adjustments, initiating 8 new buys, adding to 67 positions, trimming 60 holdings, and fully liquidating 6 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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