BAM Wealth Management, LLC
All 13F Filings
- Location
- Lakewood, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 138,279
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 119.6 K | 86.6% | 7.399 K | 0 | 7.399 K |
| ETFs | 17.48 K | 12.7% | 1.384 K | 0 | 1.384 K |
| Debt | 300 | 0.2% | 300 | 0 | 300 |
| Other | 658 | 0.5% | 89 | 0 | 89 |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
138,279
Holdings
158
QoQ value change ($000)
9,167
(7.1%)
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.