BAM Wealth Management, LLC - Portfolio Stock Holdings
BAM Wealth Management, LLC disclosed 188 stock positions in a recent SEC 13F filing. $159,832,367 of stock holdings were filed, with the largest holdings including BOND, FMAY, and FJUN. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $201,993,089 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
188Est. Stock Holding Value:
$159,832,367Top Stock Holdings By Sector
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Portfolio Stock Holdings - BAM Wealth Management, LLC
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