13F Filings History of BKM Wealth Management, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$273,520,116
Signature - Title
Steven JE Manders - CCO
Location
Brookfield, WI
Summary
This page shows a list of all the recent 13F filings made by BKM Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BKM Wealth Management, LLC reported 146 stock holdings with total value $273,520,116 as of Q4 2025. Top holdings included IVE, VEA, MSFT, AAPL, and IVW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 146 $273,520,116 +$16,029,776 -$18,149,011 -$2,119,235 IVE, VEA, MSFT, AAPL, IVW 13F-HR 29 Jan 2026, 11:47
Q3 2025 155 $271,234,938 +$17,230,532 -$18,003,897 -$773,365 IVE, MSFT, AAPL, VEA, IVW 13F-HR 23 Oct 2025, 14:54
Q2 2025 157 $255,976,906 +$6,861,612 -$8,344,904 -$1,483,292 MSFT, IVE, VEA, IVW, AAPL 13F-HR 29 Jul 2025, 14:35
Q1 2025 158 $242,868,757 +$10,114,276 -$8,636,437 +$1,477,839 IVE, AAPL, MSFT, VEA, IVW 13F-HR 05 May 2025, 14:33
Q4 2024 160 $243,744,067 +$18,498,242 -$12,535,477 +$5,962,765 AAPL, IVE, MSFT, IVW, VEA 13F-HR 31 Jan 2025, 14:42
Q3 2024 160 $245,916,765 +$35,026,797 -$12,778,814 +$22,247,983 IVE, MSFT, AAPL, VEA, IVW 13F-HR 23 Oct 2024, 11:09
Q2 2024 139 $201,306,065 +$11,927,109 -$36,380,633 -$24,453,524 IVE, IVW, VEA, DEUS, IJJ 13F-HR 24 Jul 2024, 10:17
Q1 2024 196 $232,540,305 +$24,049,392 -$20,909,448 +$3,139,944 IVE, MSFT, VEA, IVW, DEUS 13F-HR 18 Apr 2024, 09:51
Q4 2023 600 $218,948,666 $0 $0 $0 IVE, MSFT, VEA, AAPL, IVW Restatement 11 Jan 2024, 11:05