BKM Wealth Management, LLC has filed its Form 13F-HR report for the period ending September 30, 2026. The filing discloses the firm's equity holdings as of the close of the third quarter.
The report lists 154 separate equity positions held by the firm. The top holding in the portfolio is the iShares S&P 500 Value ETF, which accounts for 15,824,663 shares. This is followed by Apple Inc., with 15,727,527 shares, and the Vanguard Tax-Managed Funds Van FTSE Dev Mkt, holding 15,140,461 shares.
The filing details a diverse portfolio of holdings. Major technology companies including Microsoft, Alphabet, and NVIDIA are listed among the top positions. The portfolio also includes significant stakes in JPMorgan Chase & Co., Broadcom Inc., and Johnson & Johnson. In addition to individual stocks, the report includes numerous exchange-traded funds (ETFs) covering various market segments, such as the iShares S&P 500 Growth ETF, the Vanguard Morningstar Mid Cap ETF, and the Vanguard International Equity Index FTSE EMR Mkt ETF.
The filing indicates that all positions are held in a Sole capacity, with no shared voting or dispositive power reported for the listed securities.
