BKM Wealth Management, LLC
Top Portfolio Positions
91 positions ·
$135,937,717 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
46,324 | $11,756,567 | 8.65% |
| MSFT |
Microsoft Corp
Technology
|
24,350 | $9,013,639 | 6.63% |
| AVGO |
Broadcom Inc.
Technology
|
20,062 | $6,209,389 | 4.57% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
19,455 | $5,722,882 | 4.21% |
| GOOGL |
Alphabet Inc.
Communication Services
|
19,813 | $5,697,426 | 4.19% |
| ADI |
Analog Devices Inc
Technology
|
13,140 | $4,180,359 | 3.08% |
| BLK |
BlackRock, Inc.
Financial Services
|
3,886 | $3,737,205 | 2.75% |
| JNJ |
Johnson & Johnson
Healthcare
|
12,970 | $3,170,386 | 2.33% |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
8,628 | $2,977,954 | 2.19% |
| LIN |
Linde Plc
Basic Materials
|
5,771 | $2,861,030 | 2.10% |
Portfolio Trend
Holdings in DBC
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,018,249 | 69,715 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,581,970 | 70,750 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,528,277 | 67,833 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,410,409 | 64,668 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,473,075 | 65,470 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,361,200 | 63,667 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,348,003 | 60,530 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,336,096 | 57,516 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,136,900 | 49,495 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,023,537 | 46,440 | Shares | Sole | 2024-01-11 | |
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