Bauman Advisory Group, LLC - Portfolio overview

Bauman Advisory Group, LLC has 63 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 22.31%
2. QQQM - INVESCO EXCH TRADED FD TR II, 9.27%
3. AVDE - AMERICAN CENTY ETF TR, 6.31%

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

Explore securities or join Upside Invest to compare portfolios.