BKM Wealth Management, LLC holds a diversified book of 148 stocks worth $282.4M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Palo Alto Networks Inc and trimmed Ishares S&P 500 Value ETF. Their largest long position is Ishares S&P 500 Value ETF at 5% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+13.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2007263/holdings"
Use Arkolith to show BKM Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.0 points over this window.
Growth of $10,000 cloning BKM Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
51% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as BKM Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $524.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $170.8B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $83.5B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $77.8B |
| LPL Financial LLC | 80 / 80 | $73.1B |
| Cetera Investment Advisers | 80 / 80 | $21.8B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $18.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $16.6B |
Ranked by how many of BKM Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR S&P 500 VAL ETF | $14.0M | 61.7K | 5.0% | ▼−5.5% Reduced · −4K sh | |
| 2 | Apple Inc COM | $13.1M | 45.4K | 4.6% | ▼−2.1% Reduced · −964 sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $12.9M | 181.1K | 4.6% | ▼−11% Reduced · −22K sh | |
| 4 | Ishares TR S&P 500 GRWT ETF | $11.9M | 86.5K | 4.2% | ▼−7.1% Reduced · −7K sh | |
| 5 | DBX ETF TR XTRA RU 1000 ETF | $10.7M | 164.4K | 3.8% | ▼−4.8% Reduced · −8K sh | |
| 6 | Microsoft Corp COM | $9.4M | 25.3K | 3.3% | ▲+4.0% Added · +966 sh | |
| 7 | Broadcom Inc COM | $7.3M | 19.3K | 2.6% | ▼−3.7% Reduced · −745 sh | |
| 8 | Alphabet Inc CAP STK CL A | $7.2M | 20.1K | 2.5% | ▲+1.5% Added · +291 sh | |
| 9 | JPMorgan Chase & Co COM | $6.9M | 21.0K | 2.4% | ▲+7.7% Added · +2K sh | |
| 10 | Vanguard Index FDS MID CAP ETF | $6.0M | 74.7K | 2.1% | ▲+286% Added · +55K sh | |
| 11 | Ishares TR S&P MC 400VL ETF | $5.8M | 39.4K | 2.1% | ▼−5.7% Reduced · −2K sh | |
| 12 | Analog Devices Inc COM | $5.1M | 12.8K | 1.8% | ▼−2.5% Reduced · −330 sh | |
| 13 | Ishares TR SP SMCP600VL ETF | $5.1M | 37.0K | 1.8% | ▼−6.3% Reduced · −3K sh | |
| 14 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $4.8M | 80.6K | 1.7% | ▼−8.8% Reduced · −8K sh | |
| 15 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $4.8M | 15.8K | 1.7% | ▼−1.3% Reduced · −208 sh | |
| 16 | Ishares TR S&P MC 400GR ETF | $4.7M | 39.9K | 1.7% | ▼−7.4% Reduced · −3K sh | |
| 17 | Wisdomtree TR EMG MKTS SMCAP | $4.7M | 72.4K | 1.7% | ▼−8.6% Reduced · −7K sh | |
| 18 | Johnson & Johnson COM | $4.2M | 16.5K | 1.5% | ▲+27% Added · +4K sh | |
| 19 | Ishares TR S&P SML 600 GWT | $3.9M | 21.6K | 1.4% | ▼−7.2% Reduced · −2K sh | |
| 20 | Ge Aerospace COM NEW | $3.7M | 9.9K | 1.3% | ▼−0.7% Reduced · −68 sh | |
| 21 | Uscf ETF TR SUMMERHAVEN K1 | $3.7M | 139.2K | 1.3% | ▼−20% Reduced · −34K sh | |
| 22 | BlackRock Inc COM | $3.6M | 3.7K | 1.3% | ▼−4.6% Reduced · −180 sh | |
| 23 | Vanguard Index FDS VALUE ETF | $3.4M | 15.8K | 1.2% | ▼−28% Reduced · −6K sh | |
| 24 | Cisco Sys Inc COM | $3.4M | 28.6K | 1.2% | ▲+9.9% Added · +3K sh | |
| 25 | Invesco Exch Traded FD TR II S&P EMRNG MKTS | $3.2M | 116.6K | 1.1% | ▲+7.1% Added · +8K sh | |
| 26 | Vanguard Index FDS GROWTH ETF | $2.8M | 32.6K | 1.0% | ▲+341% Added · +25K sh | |
| 27 | Schwab Strategic TR US DIVIDEND EQ | $2.7M | 86.4K | 1.0% | ▼−1.5% Reduced · −1K sh | |
| 28 | Linde PLC SHS | $2.7M | 5.2K | 0.9% | ▼−11% Reduced · −609 sh | |
| 29 | Chevron Corporation COM | $2.6M | 15.8K | 0.9% | ▲+33% Added · +4K sh | |
| 30 | WW Grainger Inc COM | $2.5M | 1.8K | 0.9% | ▲+43% Added · +554 sh | |
| 31 | International Business Machs COM | $2.4M | 8.7K | 0.9% | ▲+3.7% Added · +309 sh | |
| 32 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.4M | 11.1K | 0.8% | ▼−5.2% Reduced · −607 sh | |
| 33 | Walmart Inc COM | $2.3M | 20.2K | 0.8% | ▲+21% Added · +3K sh | |
| 34 | ASML Hldg NV N Y REGISTRY SHS | $2.2M | 1.1K | 0.8% | ▲+0.5% Added · +6 sh | |
| 35 | Amgen Inc COM | $2.1M | 5.7K | 0.7% | ▼−9.9% Reduced · −627 sh | |
| 36 | Invesco QQQ TR UNIT SER 1 | $2.1M | 2.8K | 0.7% | ▼−2.7% Reduced · −78 sh | |
| 37 | SPDR Gold TR GOLD SHS | $2.1M | 5.6K | 0.7% | ▼−13% Reduced · −822 sh | |
| 38 | L3harris Technologies Inc COM | $2.0M | 7.0K | 0.7% | ▼−19% Reduced · −2K sh | |
| 39 | Lowes Cos Inc COM | $2.0M | 9.2K | 0.7% | ▼−8.9% Reduced · −901 sh | |
| 40 | NextEra Energy Inc COM | $2.0M | 22.9K | 0.7% | ▲+15% Added · +3K sh | |
| 41 | Ishares TR IBOXX HI YD ETF | $2.0M | 24.9K | 0.7% | ▼−12% Reduced · −3K sh | |
| 42 | Vanguard Index FDS REAL ESTATE ETF | $2.0M | 20.5K | 0.7% | ▼−13% Reduced · −3K sh | |
| 43 | General Dynamics Corp COM | $1.9M | 5.3K | 0.7% | ▼−18% Reduced · −1K sh | |
| 44 | Vanguard Index FDS TOTAL STK MKT | $1.9M | 5.0K | 0.7% | ▼−4.0% Reduced · −208 sh | |
| 45 | Costco Wholesale Corporation COM | $1.8M | 2.0K | 0.7% | ▲+3.4% Added · +65 sh | |
| 46 | Procter & Gamble Co COM | $1.7M | 11.8K | 0.6% | ▲+5.0% Added · +564 sh | |
| 47 | Amazon Com Inc COM | $1.7M | 7.2K | 0.6% | ▲+242% Added · +5K sh | |
| 48 | Emerson Elec Co COM | $1.7M | 11.9K | 0.6% | ▼−17% Reduced · −2K sh | |
| 49 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.7M | 3.5K | 0.6% | ▲+0.8% Added · +28 sh | |
| 50 | S&P Global Inc COM | $1.7M | 4.1K | 0.6% | ▲+9.8% Added · +363 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 148 | $282.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 148 | $273.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 146 | $273.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 155 | $271.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 157 | $256.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 158 | $242.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 160 | $243.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 160 | $245.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.