BKM Wealth Management, LLC

13F filer · CIK 0002007263

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$282MU.S. long equity reported on 13F

Positions9913 new · 9 closed

Net flow last quarter+$2.32MBuys minus sells

Top 10 positions weight22.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202699 positions
AAPLApple Inc.	$13.1M	4.65%	0.00%	-2.1%	Q4 2023
MSFTMicrosoft Corp	$9.44M	3.34%	0.00%	+4.0%	Q4 2023
AVGOBroadcom Inc.	$7.3M	2.58%	0.00%	-3.7%	Q4 2023
GOOGLAlphabet Inc.	$7.18M	2.54%	0.00%	+1.5%	Q4 2023
JPMJPMorgan Chase & Co	$6.86M	2.43%	0.00%	+7.7%	Q4 2023
ADIAnalog Devices Inc	$5.09M	1.80%	0.00%	-2.5%	Q4 2023
JNJJohnson & Johnson	$4.19M	1.48%	0.00%	+27.2%	Q4 2023
GEGeneral Electric Co	$3.7M	1.31%	0.00%	-0.7%	Q4 2023
BLKBlackRock, Inc.	$3.56M	1.26%	0.00%	-4.6%	Q4 2023
CSCOCisco Systems, Inc.	$3.36M	1.19%	0.00%	+9.9%	Q4 2023
LINLinde PLC	$2.68M	0.95%	0.00%	-10.6%	Q4 2023
CVXChevron Corp	$2.62M	0.93%	0.00%	+33.0%	Q4 2023
GWWW.W. Grainger, Inc.	$2.49M	0.88%	0.00%	+43.4%	Q4 2023
IBMInternational Business Machines Corp	$2.44M	0.86%	0.00%	+3.7%	Q4 2023
WMTWalmart Inc.	$2.29M	0.81%	0.00%	+20.8%	Q4 2023
ASMLAsml Holding NV	$2.19M	0.78%	0.00%	+0.6%	Q4 2023
AMGNAmgen Inc	$2.07M	0.73%	0.00%	-9.9%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$2.06M	0.73%	Not reported	-2.7%	Q4 2023
GLDSPDR Gold Trust	$2.06M	0.73%	0.00%	-12.8%	Q4 2023
LHXL3harris Technologies, Inc.	$2.04M	0.72%	0.00%	-18.7%	Q4 2023
LOWLowes Companies Inc	$2.03M	0.72%	0.00%	-8.9%	Q4 2023
NEENextera Energy Inc	$2.01M	0.71%	0.00%	+15.1%	Q4 2023
GDGeneral Dynamics Corp	$1.88M	0.66%	0.00%	-17.6%	Q4 2023
COSTCostco Wholesale Corp	$1.84M	0.65%	0.00%	+3.4%	Q4 2023
PGPROCTER & GAMBLE Co	$1.73M	0.61%	0.00%	+5.0%	Q4 2023
AMZNAmazon Com Inc	$1.72M	0.61%	0.00%	+241.6%	Q4 2023
EMREmerson Electric Co	$1.7M	0.60%	0.00%	-17.4%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.66M	0.59%	0.00%	+0.8%	Q4 2023
SPGIS&P Global Inc.	$1.65M	0.59%	0.00%	+9.8%	Q4 2023
WECWec Energy Group, Inc.	$1.58M	0.56%	0.00%	-39.2%	Q4 2023
MPCMarathon Petroleum Corp	$1.57M	0.56%	0.00%	-6.2%	Q4 2023
CBChubb Ltd	$1.57M	0.55%	0.00%	+3.3%	Q4 2023
CCitigroup Inc	$1.47M	0.52%	0.00%	-2.2%	Q4 2023
DBCInvesco DB Commodity Index Tracking Fund	$1.47M	0.52%	0.09%	-21.1%	Q4 2023
MCDMcdonalds Corp	$1.47M	0.52%	0.00%	+12.6%	Q4 2023
METAMeta Platforms, Inc.	$1.45M	0.51%	Not reported	-26.6%	Q4 2023
BARGraniteShares Gold Trust	$1.37M	0.48%	0.10%	+21.2%	Q4 2023
PANWPalo Alto Networks Inc	$1.23M	0.44%	0.00%	Not reported	Q4 2023
PEPPepsico Inc	$1.23M	0.44%	0.00%	+11.8%	Q4 2023
NVDANvidia Corp	$1.21M	0.43%	0.00%	+1.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.15M	0.41%	Not reported	+7.9%	Q4 2023
VOTVan Kampen Municipal Opportunity Trust II	$1.12M	0.40%	Not reported	-26.5%	Q4 2023
WSTWest Pharmaceutical Services Inc	$1.05M	0.37%	0.00%	New	Q2 2026
CEGConstellation Energy Corp	$1.05M	0.37%	0.00%	New	Q2 2026
ARCCAres Capital Corp	$1.04M	0.37%	0.01%	+12.3%	Q4 2023
ROPRoper Technologies Inc	$1.03M	0.37%	0.00%	New	Q2 2026
BCSBarclays PLC	$920K	0.33%	0.00%	+8.8%	Q3 2025
SHWSherwin Williams Co	$905K	0.32%	0.00%	+0.2%	Q4 2023
NGGNational Grid PLC	$863K	0.31%	0.00%	+8.4%	Q3 2025
RIORio Tinto PLC	$862K	0.31%	0.00%	-2.9%	Q1 2026

Q1 2026Reported Apr 22, 202695 positions
AAPLApple Inc.	$11.8M	4.29%	0.00%	+2.9%	Q4 2023
MSFTMicrosoft Corp	$9.01M	3.29%	0.00%	-4.8%	Q4 2023
AVGOBroadcom Inc.	$6.21M	2.27%	0.00%	+2.0%	Q4 2023
JPMJPMorgan Chase & Co	$5.72M	2.09%	0.00%	-0.9%	Q4 2023
GOOGLAlphabet Inc.	$5.7M	2.08%	0.00%	+28.6%	Q4 2023
ADIAnalog Devices Inc	$4.18M	1.53%	0.00%	-9.6%	Q4 2023
BLKBlackRock, Inc.	$3.74M	1.36%	0.00%	-6.5%	Q4 2023
JNJJohnson & Johnson	$3.17M	1.16%	0.00%	-24.3%	Q4 2023
LHXL3harris Technologies, Inc.	$2.98M	1.09%	0.00%	-0.6%	Q4 2023
LINLinde PLC	$2.86M	1.04%	0.00%	+5.4%	Q4 2023
GEGeneral Electric Co	$2.83M	1.03%	0.00%	+15.9%	Q4 2023
GLDSPDR Gold Trust	$2.76M	1.01%	0.00%	-2.3%	Q4 2023
WECWec Energy Group, Inc.	$2.57M	0.94%	0.01%	+16.9%	Q4 2023
CVXChevron Corp	$2.45M	0.90%	0.00%	+16.0%	Q4 2023
ABTAbbott Laboratories	$2.39M	0.87%	0.00%	+0.8%	Q4 2023
LOWLowes Companies Inc	$2.39M	0.87%	0.00%	-7.9%	Q4 2023
AMGNAmgen Inc	$2.23M	0.81%	0.00%	-2.8%	Q4 2023
GDGeneral Dynamics Corp	$2.2M	0.80%	0.00%	+0.4%	Q4 2023
WMTWalmart Inc.	$2.08M	0.76%	0.00%	-12.9%	Q4 2023
IBMInternational Business Machines Corp	$2.03M	0.74%	0.00%	+5.5%	Q4 2023
CSCOCisco Systems, Inc.	$2.02M	0.74%	0.00%	-5.5%	Q4 2023
DBCInvesco DB Commodity Index Tracking Fund	$2.02M	0.74%	0.12%	-1.5%	Q4 2023
METAMeta Platforms, Inc.	$2M	0.73%	Not reported	-17.0%	Q4 2023
COSTCostco Wholesale Corp	$1.9M	0.69%	0.00%	-6.9%	Q4 2023
EMREmerson Electric Co	$1.88M	0.69%	0.00%	+7.8%	Q4 2023
NEENextera Energy Inc	$1.85M	0.68%	0.00%	-7.0%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.66M	0.61%	Not reported	-22.8%	Q4 2023
PGPROCTER & GAMBLE Co	$1.62M	0.59%	0.00%	+2.6%	Q4 2023
MPCMarathon Petroleum Corp	$1.6M	0.58%	0.00%	-2.2%	Q4 2023
SPGIS&P Global Inc.	$1.57M	0.57%	0.00%	+34.8%	Q4 2023
MCDMcdonalds Corp	$1.5M	0.55%	0.00%	-7.2%	Q4 2023
OMCOmnicom Group Inc.	$1.49M	0.54%	0.01%	+25.5%	Q4 2023
CBChubb Ltd	$1.45M	0.53%	0.00%	-7.0%	Q4 2023
ASMLAsml Holding NV	$1.45M	0.53%	0.00%	-1.3%	Q4 2023
GWWW.W. Grainger, Inc.	$1.39M	0.51%	0.00%	+4.8%	Q4 2023
BARGraniteShares Gold Trust	$1.31M	0.48%	0.08%	+5.7%	Q4 2023
VOTVan Kampen Municipal Opportunity Trust II	$1.28M	0.47%	Not reported	+15.0%	Q4 2023
PEPPepsico Inc	$1.26M	0.46%	0.00%	-2.8%	Q4 2023
ACNAccenture plc	$1.22M	0.45%	0.00%	+20.1%	Q4 2023
CCitigroup Inc	$1.22M	0.44%	0.00%	-4.8%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.16M	0.42%	0.00%	+1.3%	Q4 2023
NVDANvidia Corp	$1.04M	0.38%	0.00%	+0.2%	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.02M	0.37%	Not reported	+3.0%	Q4 2023
ZTSZoetis Inc.	$973K	0.36%	0.00%	+7.4%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$914K	0.33%	Not reported	Not reported	Q4 2023
ARCCAres Capital Corp	$901K	0.33%	0.01%	+6.4%	Q4 2023
RIORio Tinto PLC	$872K	0.32%	0.00%	New	Q1 2026
RTXRTX Corp	$867K	0.32%	0.00%	+0.1%	Q4 2023
SHWSherwin Williams Co	$840K	0.31%	0.00%	Not reported	Q4 2023
IAUIshares Gold Trust	$817K	0.30%	0.00%	-0.4%	Q4 2023

Q4 2025Reported Jan 29, 202696 positions
MSFTMicrosoft Corp	$12.4M	4.52%	0.00%	+5.2%	Q4 2023
AAPLApple Inc.	$12.2M	4.47%	0.00%	-3.9%	Q4 2023
AVGOBroadcom Inc.	$6.8M	2.49%	0.00%	+19.4%	Q4 2023
JPMJPMorgan Chase & Co	$6.33M	2.31%	0.00%	+9.9%	Q4 2023
GOOGLAlphabet Inc.	$4.82M	1.76%	0.00%	+7.6%	Q4 2023
BLKBlackRock, Inc.	$4.45M	1.63%	0.00%	+19.8%	Q4 2023
ADIAnalog Devices Inc	$3.94M	1.44%	0.00%	+20.0%	Q4 2023
JNJJohnson & Johnson	$3.55M	1.30%	0.00%	+18.2%	Q4 2023
ABTAbbott Laboratories	$2.9M	1.06%	0.00%	+16.9%	Q4 2023
METAMeta Platforms, Inc.	$2.78M	1.02%	Not reported	+12.1%	Q4 2023
GEGeneral Electric Co	$2.65M	0.97%	0.00%	+3.0%	Q4 2023
LOWLowes Companies Inc	$2.64M	0.97%	0.00%	-28.6%	Q4 2023
GLDSPDR Gold Trust	$2.6M	0.95%	0.00%	+2.1%	Q4 2023
LHXL3harris Technologies, Inc.	$2.55M	0.93%	0.00%	+20.2%	Q4 2023
IBMInternational Business Machines Corp	$2.35M	0.86%	0.00%	-1.3%	Q4 2023
LINLinde PLC	$2.33M	0.85%	0.00%	+2.1%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$2.29M	0.84%	Not reported	-61.8%	Q4 2023
GDGeneral Dynamics Corp	$2.15M	0.79%	0.00%	-4.8%	Q4 2023
WMTWalmart Inc.	$2.14M	0.78%	0.00%	-1.0%	Q4 2023
AMGNAmgen Inc	$2.14M	0.78%	0.00%	-11.2%	Q4 2023
CSCOCisco Systems, Inc.	$2.12M	0.78%	0.00%	-1.8%	Q4 2023
WECWec Energy Group, Inc.	$2M	0.73%	0.01%	-0.3%	Q4 2023
EMREmerson Electric Co	$1.77M	0.65%	0.00%	-1.9%	Q4 2023
COSTCostco Wholesale Corp	$1.77M	0.65%	0.00%	-19.7%	Q4 2023
NEENextera Energy Inc	$1.72M	0.63%	0.00%	-2.5%	Q4 2023
MCDMcdonalds Corp	$1.59M	0.58%	0.00%	-16.3%	Q4 2023
DBCInvesco DB Commodity Index Tracking Fund	$1.58M	0.58%	0.12%	+4.3%	Q4 2023
PGPROCTER & GAMBLE Co	$1.57M	0.57%	0.00%	+14.0%	Q4 2023
CVXChevron Corp	$1.56M	0.57%	0.00%	-33.0%	Q4 2023
CBChubb Ltd	$1.49M	0.55%	0.00%	-35.2%	Q4 2023
SPGIS&P Global Inc.	$1.43M	0.52%	0.00%	-31.7%	Q4 2023
ACNAccenture plc	$1.38M	0.50%	0.00%	-40.6%	Q4 2023
CCitigroup Inc	$1.32M	0.48%	0.00%	-3.6%	Q4 2023
OMCOmnicom Group Inc.	$1.27M	0.46%	0.01%	-22.6%	Q4 2023
GWWW.W. Grainger, Inc.	$1.23M	0.45%	0.00%	-26.6%	Q4 2023
VOTVan Kampen Municipal Opportunity Trust II	$1.21M	0.44%	Not reported	+9.3%	Q4 2023
PEPPepsico Inc	$1.2M	0.44%	0.00%	-21.1%	Q4 2023
ASMLAsml Holding NV	$1.19M	0.43%	0.00%	-12.7%	Q4 2023
BARGraniteShares Gold Trust	$1.15M	0.42%	0.08%	-11.2%	Q4 2023
NVDANvidia Corp	$1.11M	0.41%	0.00%	+1.3%	Q4 2023
MPCMarathon Petroleum Corp	$1.09M	0.40%	0.00%	-1.0%	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.04M	0.38%	Not reported	-4.3%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.03M	0.38%	0.00%	-14.9%	Q4 2023
ZTSZoetis Inc.	$965K	0.35%	0.00%	-3.6%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$957K	0.35%	Not reported	-0.5%	Q4 2023
ARCCAres Capital Corp	$951K	0.35%	0.01%	+10.9%	Q4 2023
CLColgate Palmolive Co	$864K	0.32%	0.00%	+10.5%	Q4 2023
SHWSherwin Williams Co	$849K	0.31%	0.00%	Not reported	Q4 2023
RTXRTX Corp	$824K	0.30%	0.00%	-1.3%	Q4 2023
BCSBarclays PLC	$763K	0.28%	0.00%	-10.1%	Q3 2025

Q3 2025Reported Oct 23, 2025104 positions
MSFTMicrosoft Corp	$12.6M	4.64%	0.00%	-3.8%	Q4 2023
AAPLApple Inc.	$11.9M	4.40%	0.00%	-6.9%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$5.86M	2.16%	Not reported	+0.8%	Q4 2023
JPMJPMorgan Chase & Co	$5.64M	2.08%	0.00%	+3.1%	Q4 2023
AVGOBroadcom Inc.	$5.43M	2.00%	0.00%	-1.9%	Q4 2023
BLKBlackRock, Inc.	$4.04M	1.49%	0.00%	-3.8%	Q4 2023
LOWLowes Companies Inc	$3.86M	1.42%	0.00%	+0.1%	Q4 2023
GOOGLAlphabet Inc.	$3.48M	1.28%	0.00%	+894.9%	Q4 2023
ADIAnalog Devices Inc	$2.98M	1.10%	0.00%	+0.9%	Q4 2023
METAMeta Platforms, Inc.	$2.76M	1.02%	Not reported	+605.1%	Q4 2023
JNJJohnson & Johnson	$2.69M	0.99%	0.00%	-3.6%	Q4 2023
ABTAbbott Laboratories	$2.65M	0.98%	0.00%	-2.9%	Q4 2023
LINLinde PLC	$2.55M	0.94%	0.00%	+3.9%	Q4 2023
GEGeneral Electric Co	$2.51M	0.93%	0.00%	+12.4%	Q4 2023
CVXChevron Corp	$2.37M	0.87%	0.00%	-0.8%	Q4 2023
COSTCostco Wholesale Corp	$2.36M	0.87%	0.00%	-1.4%	Q4 2023
GDGeneral Dynamics Corp	$2.29M	0.84%	0.00%	-3.1%	Q4 2023
GLDSPDR Gold Trust	$2.28M	0.84%	0.00%	-0.2%	Q4 2023
IBMInternational Business Machines Corp	$2.27M	0.84%	0.00%	+1.9%	Q4 2023
LHXL3harris Technologies, Inc.	$2.21M	0.81%	0.00%	-0.8%	Q4 2023
WECWec Energy Group, Inc.	$2.18M	0.81%	0.01%	+0.1%	Q4 2023
ACNAccenture plc	$2.13M	0.78%	0.00%	+1.0%	Q4 2023
CBChubb Ltd	$2.08M	0.77%	0.00%	+2.1%	Q4 2023
AMGNAmgen Inc	$2.07M	0.76%	0.00%	-0.8%	Q4 2023
WMTWalmart Inc.	$2M	0.74%	0.00%	+1.0%	Q4 2023
SPGIS&P Global Inc.	$1.95M	0.72%	0.00%	+11.7%	Q4 2023
CSCOCisco Systems, Inc.	$1.92M	0.71%	0.00%	-3.6%	Q4 2023
MCDMcdonalds Corp	$1.89M	0.70%	0.00%	+0.1%	Q4 2023
EMREmerson Electric Co	$1.78M	0.66%	0.00%	-0.2%	Q4 2023
OMCOmnicom Group Inc.	$1.66M	0.61%	0.01%	+10.3%	Q4 2023
NEENextera Energy Inc	$1.66M	0.61%	0.00%	-4.1%	Q4 2023
GWWW.W. Grainger, Inc.	$1.58M	0.58%	0.00%	+1.2%	Q4 2023
DBCInvesco DB Commodity Index Tracking Fund	$1.53M	0.56%	0.12%	+4.9%	Q4 2023
PEPPepsico Inc	$1.49M	0.55%	0.00%	-4.4%	Q4 2023
PGPROCTER & GAMBLE Co	$1.48M	0.54%	0.00%	+1.0%	Q4 2023
MPCMarathon Petroleum Corp	$1.3M	0.48%	0.00%	-1.3%	Q4 2023
ASMLAsml Holding NV	$1.23M	0.45%	0.00%	-6.5%	Q4 2023
CCitigroup Inc	$1.19M	0.44%	0.00%	-5.6%	Q4 2023
VOTVan Kampen Municipal Opportunity Trust II	$1.16M	0.43%	Not reported	+3.8%	Q4 2023
ZTSZoetis Inc.	$1.16M	0.43%	0.00%	-9.0%	Q4 2023
BARGraniteShares Gold Trust	$1.16M	0.43%	0.09%	+6.4%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.11M	0.41%	0.00%	-19.2%	Q4 2023
NVDANvidia Corp	$1.1M	0.40%	0.00%	+2.3%	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.08M	0.40%	Not reported	+0.6%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$940K	0.35%	Not reported	-11.0%	Q4 2023
SHWSherwin Williams Co	$908K	0.33%	0.00%	Not reported	Q4 2023
ARCCAres Capital Corp	$865K	0.32%	0.01%	+1.3%	Q4 2023
CLColgate Palmolive Co	$791K	0.29%	0.00%	+0.4%	Q4 2023
MDLZMondelez International, Inc.	$764K	0.28%	0.00%	+3.1%	Q4 2023
RTXRTX Corp	$762K	0.28%	0.00%	+0.6%	Q4 2023

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