BAM Wealth Management, LLC
Q4 2025 13F Holdings
- Locationlakewood, CO
- Num holdings
158
- Value ($000)
$138,279
- Date Filed01/20/2026
- Form type13F-HR
- CIK0002093649
- 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 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $6.2M | 5 % | 66,575 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740U505 | $5.27M | 4 % | 102,891 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F847 | $5.18M | 4 % | 94,508 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F664 | $5.12M | 4 % | 104,500 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U307 | $4.99M | 4 % | 96,780 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F862 | $4.71M | 3 % | 88,993 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U208 | $4.48M | 3 % | 80,111 | ||
APPLE INC | COM | 037833100 | $4.43M | 3 % | 16,278 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U679 | $4.24M | 3 % | 112,195 | ||
MICROSOFT CORP | COM | 594918104 | $3.7M | 3 % | 7,647 |
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