Bauman Advisory Group, LLC has filed its Form 13F-HR, disclosing the firm's equity securities holdings as of the close of business on September 30, 2026. The filing lists the firm's address as 10501 W. Gowan Rd Suite 100 in Las Vegas, Nevada, and identifies Michelle McCarthy as the Chief Compliance Officer responsible for the report.
The portfolio consists of a total of 239 individual equity securities. The largest holding in the portfolio is the SPDR Series Trust S&P 500 ETF Trust, which comprises 44,098,600 shares. This is followed by the iShares Core U.S. Aggregate Bond ETF, held at 38,620,000 shares. The firm also holds significant positions in the iShares Gold Trust Micro Shares representing units of trust, with 14,823,500 shares, and the American Century ETF Trust International Equity ETF, with 107,286 shares.
Among the individual company stocks listed in the filing, Apple Inc. is the largest holding, with 10,727 shares. Other notable individual stock positions include Amazon.com Inc. (3,637 shares), Microsoft Corporation (3,328 shares), and NVIDIA Corporation (6,255 shares). The filing notes that all positions are held in a Sole capacity.
