BAM Wealth Management, LLC 13F Holdings
CIK 0002093649 · LAKEWOOD, CO
As of Sep 30, 2025, BAM Wealth Management, LLC reported 221 positions worth
CIK 0002093649 · LAKEWOOD, CO
As of Sep 30, 2025, BAM Wealth Management, LLC reported 221 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 64,376 | $6.0M | 4.66% |
| FT VEST US EQUITY BUFFER ETF - SEPTEMBER | FSEP | — | 106,883 | $5.4M | 4.19% |
| FT VEST US EQUITY BUFFER ETF - AUGUST | FAUG | — | 99,833 | $5.2M | 4.02% |
| FT VEST US EQUITY BUFFER ETF - JULY | FJUL | — | 90,365 | $4.9M | 3.83% |
| FT VEST US EQUITY BUFFER ETF - DECEMBER | FDEC | — | 93,603 | $4.6M | 3.57% |
| FT VEST US EQUITY BUFFER ETF - FEBRUARY | FFEB | — | 81,394 | $4.5M | 3.48% |
| FT VEST US EQUITY BUFFER ETF - JANUARY | FJAN | — | 89,308 | $4.5M | 3.47% |
| FT VEST US EQUITY MODERATE BUFFER ETF - SEPTEMBER | GSEP | — | 112,686 | $4.3M | 3.33% |
| APPLE INC | AAPL | Technology | 16,495 | $4.2M | 3.26% |
| MICROSOFT CORP | MSFT | Technology | 7,634 | $4.0M | 3.07% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 110,892 | $3.0M | 2.31% |
| NVIDIA CORP | NVDA | Technology | 15,233 | $2.8M | 2.20% |
| BROADCOM INC | AVGO | Technology | 7,263 | $2.4M | 1.86% |
| ALPHABET INC | GOOGL | Equity | 7,029 | .7M | 1.32% |
| MAIN SECTOR ROTATION ETF | SECT | — | 26,056 | .6M | 1.27% |
| AMAZON.COM INC | AMZN | Equity | 7,188 | .6M | 1.22% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 18,658 | .6M | 1.22% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 19,000 | .5M | 1.15% |
| META PLATFORMS INC | META | Communication Services | 1,933 | .4M | 1.10% |
| PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND | CORP | — | 14,332 | .4M | 1.10% |
| INTUIT INC | INTU | Technology | 1,955 | .3M | 1.04% |
| VISA INC-CLASS A SHARES | V | Financial Services | 3,557 | .2M | 0.94% |
| WALMART INC | WMT | Consumer Defensive | 10,982 | .1M | 0.88% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 31,027 | .1M | 0.87% |
| ELI LILLY & CO | LLY | Healthcare | 1,424 | .1M | 0.84% |