Bauman Advisory Group, LLC
All 13F Filings
- Location
- Las Vegas, NV
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 142,682
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/6/2026 | 63 | 142,682 | 13F-HR | Bauman Advisory Group, LLC |
| Q4 2025 | 2/20/2026 | 51 | 124,087 | 13F-HR | Bauman Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.44 K | 13.6% | 0 | 60.07 K | -60.07 K |
| ETFs | 123.2 K | 86.4% | 78.66 K | 0 | 78.66 K |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
142,682
Holdings
63
QoQ value change ($000)
18,595
(15.0%)
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.