BKM Wealth Management, LLC — 13F holdings

BKM Wealth Management, LLC reported 154 holdings worth $309M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

  1. IVE ISHARES TR — $15.8M (5.1%)
  2. AAPL APPLE INC — $15.7M (5.1%)
  3. VEA VANGUARD TAX-MANAGED FDS — $15.1M (4.9%)
  4. IVW ISHARES TR — $13.6M (4.4%)
  5. MSFT MICROSOFT CORP — $10.3M (3.3%)
  6. DEUS DBX ETF TR — $10.3M (3.3%)
  7. GOOGL ALPHABET INC — $8.90M (2.9%)
  8. JPM JPMORGAN CHASE & CO. — $6.12M (2.0%)
  9. IJJ ISHARES TR — $6.10M (2.0%)
  10. ADI ANALOG DEVICES INC — $5.90M (1.9%)