BAM Wealth Management, LLC - Portfolio overview

BAM Wealth Management, LLC has 194 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. BOND - PIMCO ETF TR, 5.79%
2. FNOV - FIRST TR EXCHNG TRADED FD VI, 4.18%
3. FOCT - FIRST TR EXCHNG TRADED FD VI, 4.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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