BAM Wealth Management, LLC
All 13F Filings
- Location
- Lakewood, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 159,833
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 166 | 159,833 | 13F-HR | BAM Wealth Management, LLC |
| Q1 2026 | 4/17/2026 | 158 | 133,725 | 13F-HR | BAM Wealth Management, LLC |
| Q4 2025 | 1/20/2026 | 158 | 138,279 | 13F-HR | BAM Wealth Management, LLC |
| Q3 2025 | 10/31/2025 | 147 | 129,112 | 13F-HR | BAM Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 102.9 K | 64.4% | 14.21 K | 0 | 14.21 K |
| ETFs | 55.78 K | 34.9% | 12.72 K | 0 | 12.72 K |
| Debt | 1.135 K | 0.7% | 312 | 0 | 312 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
159,833
Holdings
166
QoQ value change ($000)
26,108
(19.5%)
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.