BKM Wealth Management, LLC - Portfolio overview

BKM Wealth Management, LLC has 161 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVE - ISHARES TR, 4.93%
2. VEA - VANGUARD TAX-MANAGED FDS, 4.67%
3. AAPL - APPLE INC, 4.21%

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

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