BAM Wealth Management, LLC - Portfolio Stock Holdings
BAM Wealth Management, LLC disclosed 217 stock positions in a recent SEC 13F filing. $184,819,985 of stock holdings were filed, with the largest holdings including BOND, AAPL, and FAUG. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $201,993,089 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
217Est. Stock Holding Value:
$184,819,985Top Stock Holdings By Sector
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Portfolio Stock Holdings - BAM Wealth Management, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (USD)
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% Change
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