BKM Wealth Management, LLC
All 13F Filings
- Location
- Brookfield, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 282,362
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 148 | 282,362 | 13F-HR | BKM Wealth Management, LLC |
| Q1 2026 | 4/22/2026 | 148 | 273,870 | 13F-HR | BKM Wealth Management, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 147.1 K | 52.1% | 11.46 K | 0 | 11.46 K |
| ETFs | 135.2 K | 47.9% | 0 | 2.976 K | -2.976 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
282,362
Holdings
148
QoQ value change ($000)
8,492
(3.1%)
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.