BKM Wealth Management, LLC
•CIK: 2007263•Filing: Q4 2025
**BKM Wealth Management, LLC** manages $274M across a diversified portfolio of 146 positions. The fund exhibits notable concentration in global equity exposure, with top holdings including IVE ($13.7M), VEA ($12.7M), and MSFT ($12.4M). Significant allocations are also maintained in technology and semi-conductor names such as AAPL ($12.2M) and AVGO ($6.8M). This positioning suggests a strategic focus on global market leaders and established growth sectors.
Total AUM
$273.5M
QoQ Performance
+0.8%
Positions
112
Top 10 Concentration
35.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IVE
IVE5.0%
VEA4.6%
MSFT4.5%
AAPL4.5%
IVW4.1%
DEUS3.8%
AVGO2.5%
JPM2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.2%
Technology16.9%
Financial5.0%
Healthcare3.6%
Consumer3.4%
Industrial1.9%
Materials1.2%
Consumer Staples0.9%
🚪 Exited Positionssold since Q3 2025
—
WNS HLDGS LTD
SOLD
$713.0K
+6 more exited positions
Changes from Q3 2025
NEW2 new positions
↑64 increased
↓58 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023