BKM Wealth Management, LLC
All 13F Filings
- Location
- Brookfield, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 273,520
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 146 | 273,520 | 13F-HR | BKM Wealth Management, LLC |
| Q3 2025 | 10/23/2025 | 155 | 271,235 | 13F-HR | BKM Wealth Management, LLC |
| Q2 2025 | 7/29/2025 | 157 | 255,977 | 13F-HR | BKM Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 200.3 K | 73.2% | 0 | 2.791 K | -2.791 K |
| ETFs | 72.02 K | 26.3% | 5.056 K | 0 | 5.056 K |
| Other | 1.24 K | 0.5% | 20 | 0 | 20 |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
273,520
Holdings
146
QoQ value change ($000)
2,285
(0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.