BKM Wealth Management, LLC holds a diversified book of 148 reported positions worth $282.4M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-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 reported non-option book.
BKM Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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
+3 sectors below the cut, 4% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as BKM Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| BlueSpruce Investments, LP | 9 / 80 | $640.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $448.5M |
| Ketron Financial | 20 / 80 | $285.7M |
| Emerald Advisors, LLC | 34 / 80 | $661.0M |
| Clayton Financial Group LLC | 28 / 80 | $149.2M |
| Hoey Investments, Inc | 48 / 80 | $609.4M |
| Independent Investors Inc | 24 / 80 | $408.1M |
Ranked by the share of each fund's own book sitting in the names it shares with BKM Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show BKM Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 148 | $282.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 22d | 148 | $273.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 29d | 146 | $273.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 155 | $271.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 29d | 157 | $256.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 35d | 158 | $242.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 31d | 160 | $243.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 23d | 160 | $245.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.