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Bam Wealth Management, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    lakewood, CO
  • CIK
    0002093649
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

158

$138.28M
BOND, FDEC, FNOV, FOCT
13F-HR
Jan 20, 2026
000208585326000050

147

$129.11M
BOND, FSEP, FAUG, FJUL
13F-HR
Oct 31, 2025
000208585325000208