Fund Holdings — BKM Wealth Management, LLC

Total Portfolio Value
$271.23M
Total Bought
$24.49M
Total Sold
$21.88M
Net Transaction
+$2.61M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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USCF ETF TR
SUMMERHAVEN K1
0226,404+226,40405,2071.92%+5,207
ALPHABET INC(GOOG)1,44014,326+12,8862543,4831.28%+3,229
META PLATFORMS INC(META)5333,758+3,2253932,7601.02%+2,366
APPLE INC(AAPL)50,33746,853-3,48410,32811,9304.40%+1,603
VANGUARD TAX-MANAGED FDS192,776197,903+5,12710,99011,8584.37%+868
ISHARES TR96,26394,967-1,29610,59911,4654.23%+866
BROADCOM INC(AVGO)16,78616,472-3144,6275,4342.00%+807
ISHARES TR63,42963,909+48012,39513,1984.87%+803
BARCLAYS PLC033,350+33,35006890.25%+689
JPMORGAN CHASE & CO.(JPM)17,33117,867+5365,0245,6362.08%+611
DBX ETF TR166,791171,740+4,9499,3769,9763.68%+600
GE AEROSPACE(GE)7,4308,351+9211,9122,5120.93%+600
NATIONAL GRID PLC(NGG)08,068+8,06805860.22%+586
INVESCO QQQ TR9,6759,753+785,3375,8552.16%+518
ISHARES TR39,41839,763+3453,9224,3971.62%+476
LOWES COS INC(LOW)15,35115,362+113,4063,8611.42%+455
VANGUARD INDEX FDS17,34018,712+1,3723,0653,4901.29%+425
JOHNSON & JOHNSON(JNJ)15,03214,499-5332,2962,6880.99%+392
L3HARRIS TECHNOLOGIES INC(LHX)7,2847,225-591,8272,2070.81%+379
VANGUARD INDEX FDS5,8366,065+2292,5592,9091.07%+350
OMNICOM GROUP INC(OMC)18,44320,336+1,8931,3271,6580.61%+331
VANGUARD INTL EQUITY INDEX F88,73387,079-1,6544,3894,7181.74%+329
SPDR GOLD TR(GLD)6,4366,425-111,9622,2840.84%+322
SCHWAB STRATEGIC TR108,017115,769+7,7522,8623,1601.17%+298
VANGUARD INDEX FDS0476+47602910.11%+291
ISHARES TR41,16041,442+2825,0875,3761.98%+289
GENERAL DYNAMICS CORP(GD)6,9376,720-2172,0232,2920.84%+268
BLACKROCK INC(BLK)3,6073,469-1383,7854,0441.49%+259
VANGUARD INDEX FDS18,98918,961-285,3145,5702.05%+256
ORACLE CORP(ORCL)0832+83202340.09%+234
GRANITESHARES GOLD TR(BAR)28,53630,361+1,8259311,1560.43%+224
ALPHABET INC(GOOG)0853+85302080.08%+208
BANK NEW YORK MELLON CORP01,887+1,88702060.08%+206
ABRDN SILVER ETF TRUST04,585+4,58502040.08%+204
WEC ENERGY GROUP INC(WEC)19,04519,060+151,9842,1840.81%+200
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
03,874+3,87401970.07%+197
ISHARES TR43,66543,425-2403,9734,1641.54%+191
NVIDIA CORPORATION(NVDA)5,7455,876+1319081,0960.40%+189
PALANTIR TECHNOLOGIES INC(PLTR)01,030+1,03001880.07%+188
CHEVRON CORP NEW(CVX)15,38315,267-1162,2032,3710.87%+168
ISHARES TR22,70222,530-1723,0203,1881.18%+168
MARATHON PETE CORP(MPC)6,8536,767-861,1381,3040.48%+166
VANGUARD INDEX FDS18,97320,203+1,2301,6901,8470.68%+157
VANGUARD INDEX FDS5,0465,407+3619841,1290.42%+144
VANGUARD INDEX FDS7,8758,242+3671,2951,4390.53%+144
ASML HOLDING N V
N Y REGISTRY SHS
1,3601,272-881,0901,2310.45%+142
ISHARES GOLD TR(IAU)7,6708,470+8004786160.23%+138
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
18,84320,267+1,4241,0631,1960.44%+133
CITIGROUP INC(C)12,40411,704-7001,0561,1880.44%+132
LINDE PLC(LIN)5,1635,365+2022,4222,5480.94%+126
VANGUARD INDEX FDS5,1955,189-61,5791,7030.63%+124
WALMART INC(WMT)19,21419,403+1891,8792,0000.74%+121
VANGUARD INDEX FDS3,2093,388+1798891,0090.37%+120
ANALOG DEVICES INC(ADI)12,01412,119+1052,8602,9781.10%+118
INVESCO DB COMMDY INDX TRCK(DBC)64,66867,833+3,1651,4101,5280.56%+118
ISHARES TR29,03930,256+1,2172,3422,4570.91%+114
RTX CORPORATION(RTX)4,5264,552+266617620.28%+101
ALPS ETF TR
SECTR DIV DOGS
10,62711,752+1,1256117080.26%+97
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
11,74011,725-152,1342,2240.82%+91
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
26,79929,845+3,0465476290.23%+82
ISHARES TR12,30612,821+5151,1401,2200.45%+81
GLOBAL X FDS
NASDAQ 100 COVER
75,95779,370+3,4131,2701,3500.50%+80
VANGUARD INDEX FDS3,8213,965+1441,0871,1650.43%+78
MCDONALDS CORP(MCD)6,2086,212+41,8141,8880.70%+74
ISHARES TR
US SML CAP EQT
24,69523,506-1,1891,6781,7480.64%+70
NEXTERA ENERGY INC(NEE)22,89121,959-9321,5891,6580.61%+69
WISDOMTREE TR(WT)79,19177,808-1,3834,3754,4431.64%+68
ABBVIE INC(ABBV)1,4481,44802693350.12%+66
PROSHARES TR
S&P 500 HIGH ETF
19,45919,688+2298268880.33%+62
GE VERNOVA INC(GEV)700703+33704320.16%+62
S&P GLOBAL INC(SPGI)3,5944,016+4221,8951,9550.72%+60
SMITH & NEPHEW PLC(SNN)20,75319,127-1,6266366940.26%+58
WNS HLDGS LTD10,4419,348-1,0936607130.26%+53
ISHARES TR5,2465,708+4625205720.21%+52
AMERICAN ELEC PWR CO INC5,2435,247+45445900.22%+46
INVESCO EXCH TRADED FD TR II51,14751,892+7451,3361,3810.51%+45
SANOFI SA(SNY)9,82111,008+1,1874745200.19%+45
BERKSHIRE HATHAWAY INC DEL2,1412,153+121,0401,0820.40%+42
BRADY CORP(BRC)4,0004,00002723120.12%+40
ISHARES TR11,73411,759+257287670.28%+40
BANK AMERICA CORP5,1725,441+2692452810.10%+36
ISHARES TR7,2046,886-3187878180.30%+31
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,0241,02402592890.11%+29
ISHARES TR
CORE DIV GRWTH
7,0086,998-104484760.18%+28
PIMCO EQUITY SER
RAFI DYN MULTI
25,42325,315-1089149410.35%+27
ALLIANT ENERGY CORP(LNT)3,8383,83802322590.10%+27
VANGUARD INDEX FDS1,1851,184-13383650.13%+26
PACER FDS TR
US CASH COWS 100
9,3829,450+685175430.20%+26
ALTRIA GROUP INC(MO)3,4103,41002002250.08%+25
PEPSICO INC(PEP)11,09710,609-4881,4651,4900.55%+25
MICROSOFT CORP(MSFT)25,25324,297-95612,56212,5854.64%+24
HOME DEPOT INC(HD)755736-192772980.11%+21
PACER FDS TR
US SM CAP CA ETF
5,6335,592-412242450.09%+21
ISHARES TR
ESG AWR MSCI USA
1,9001,90002572770.10%+20
FIRST TR EXCHANGE-TRADED ALP
COM SHS
1,9421,932-102232420.09%+19
FIDELITY COVINGTON TRUST4,9604,96002612800.10%+19
VANGUARD INDEX FDS1,0631,06302522700.10%+18
DUKE ENERGY CORP NEW(DUK)3,1633,16303733910.14%+18
ROCKWELL AUTOMATION INC(ROK)1,0181,01803383560.13%+18
CINCINNATI FINL CORP(CINF)1,8001,80002682850.10%+17
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BKM Wealth Management, LLC — 13F Holdings — Q3 2025 | TickerTrail