BKM Wealth Management, LLC
Top Portfolio Positions
92 positions ·
$136,954,579 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
46,324 | $11,756,567 | 8.58% | |
| MSFT |
Microsoft Corp
Technology
|
24,350 | $9,013,639 | 6.58% | |
| AVGO |
Broadcom Inc.
Technology
|
20,062 | $6,209,389 | 4.53% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
19,455 | $5,722,882 | 4.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
19,813 | $5,697,426 | 4.16% | |
| ADI |
Analog Devices Inc
Technology
|
13,140 | $4,180,359 | 3.05% | |
| BLK |
BlackRock, Inc.
Financial Services
|
3,886 | $3,737,205 | 2.73% | |
| JNJ |
Johnson & Johnson
Healthcare
|
12,970 | $3,170,386 | 2.31% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
8,628 | $2,977,954 | 2.17% | |
| LIN |
Linde PLC
Basic Materials
|
5,771 | $2,861,030 | 2.09% |
Portfolio Trend
10 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,314,612 | 28,498 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,145,785 | 26,966 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,155,539 | 30,361 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $931,415 | 28,536 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $716,012 | 23,217 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $797,049 | 30,786 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $958,370 | 36,903 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,742,572 | 75,896 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,802,981 | 82,103 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,608,791 | 78,901 | Shares | Sole | 2024-01-11 | |
| No 13F history on record for this holder in this stock. | ||||||