BAM Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission (SEC), disclosing its equity holdings as of September 30, 2026. The filing lists 319 individual equity positions held by the firm.
The filing identifies Kristy Michelle Afraimi as the Managing Partner and Chief Compliance Officer for the firm, which is located in Lakewood, Colorado. The report was signed on October 15, 2026.
The portfolio includes a mix of large-cap technology and consumer staples companies, as well as various exchange-traded funds (ETFs). Notable holdings include positions in Apple Inc., Amazon.com Inc., Alphabet Inc. Class A and Class C shares, and Microsoft Corporation. The filing also lists significant positions in Berkshire Hathaway Inc., Eli Lilly & Co., and Broadcom Inc.
In addition to individual stocks, the report includes a substantial number of ETF holdings, including funds from BlackRock and First Trust, as well as various bond and equity ETFs from issuers like iShares and Invesco.
