Bauman Advisory Group, LLC
Q4 2025 13F Holdings
- Locationlas vegas, NV
- Num holdings
51
- Value ($000)
$124,087
- Date Filed02/20/2026
- Form type13F-HR
- CIK0002111802
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $35.76M | 29 % | 445,771 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $12.16M | 10 % | 48,094 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $7.84M | 6 % | 240,386 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $7.75M | 6 % | 117,481 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $4.85M | 4 % | 40,330 | ||
ISHARES GOLD TR | SHARES REPRESENT | 46436F103 | $4.78M | 4 % | 111,164 | ||
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $4.63M | 4 % | 80,815 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $4.55M | 4 % | 89,932 | ||
BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $3.72M | 3 % | 70,467 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $3.44M | 3 % | 33,767 |
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