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BAM Wealth Management

Latest statistics and disclosures from BAM Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are BOND, AAPL, FAUG, FMAY, FSEP, and represent 15.32% of BAM Wealth Management's stock portfolio.
Added to shares of these 10 stocks: FAUG (+$5.3M), FSEP (+$5.2M), FJUL (+$5.1M), SPYM, FIIG, FLEX, BOND, CORO, BRIF, GRMN.
Started 51 new stock positions in XLC, XLV, BUFR, PRU, VNLA, KMI, GMAR, XFEB, AMCR, UCON.
Reduced shares in these 10 stocks: FFEB, GMAY, GJUN, , HYS, FMAY, FJUN, MMSI, ELAN, MINO.
Sold out of its positions in ELAN, GJUN, GMAY, FFEB, SHLD, QQQ, IEI, IDEV, SYSB, MMSI. HYS, SPTS, QUS, SCHG, VRSK.
BAM Wealth Management was a net buyer of stock by $26M.
BAM Wealth Management has $185M in assets under management (AUM), dropping by 15.63%.
Central Index Key (CIK): 0002093649

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Portfolio Holdings for BAM Wealth Management

BAM Wealth Management holds 202 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pimco Etf Tr Active Bd Etf (BOND)	3.7	$6.8M	+11%	79k	86.99	View chart
Apple (AAPL)	3.2	$5.8M	+4%	18k	333.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	2.8	$5.3M	NEW	91k	57.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	2.8	$5.2M	-9%	91k	57.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	2.8	$5.2M	NEW	90k	57.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	2.8	$5.1M	-8%	84k	61.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	2.8	$5.1M	NEW	83k	61.21	View chart
NVIDIA Corporation (NVDA)	2.6	$4.7M	+7%	21k	228.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	2.5	$4.6M	-4%	96k	47.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	2.5	$4.5M		80k	56.57	View chart
Microsoft Corporation (MSFT)	2.4	$4.4M		8.6k	512.92	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.2	$4.0M	+10%	159k	25.39	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	2.0	$3.7M	+11%	91k	40.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.9	$3.5M	+10%	10k	344.09	View chart
First Tr Exchange-traded Core Investment (FTCB)	1.5	$2.8M	+17%	144k	19.74	View chart
Broadcom (AVGO)	1.5	$2.7M	+13%	7.7k	351.19	View chart
Amazon (AMZN)	1.4	$2.6M	+6%	11k	249.15	View chart
Franklin Templeton Etf Tr Us Core Div Tilt (UDIV)	1.2	$2.3M	+21%	37k	61.21	View chart
Meta Platforms Cl A (META)	1.1	$2.1M		2.9k	725.30	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.1	$2.0M	+233%	23k	89.76	View chart
Eli Lilly & Co. (LLY)	1.1	$2.0M	+12%	1.7k	1157.08	View chart
First Tr Exchange-traded Inter Grade Etf (FIIG)	1.0	$1.9M	+114%	95k	19.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$1.7M	+2%	17k	96.88	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.9	$1.6M	-16%	23k	71.55	View chart
Visa Com Cl A (V)	0.8	$1.5M	-2%	4.2k	359.29	View chart
Fis Tr Brig Po Equi Etf (BRIF)	0.8	$1.5M	+75%	40k	37.23	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.8	$1.5M		32k	46.27	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.8	$1.5M	+56%	29k	50.40	View chart
McKesson Corporation (MCK)	0.7	$1.4M	+81%	1.6k	854.00	View chart
Advanced Micro Devices (AMD)	0.7	$1.3M		2.2k	611.76	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$1.3M	-7%	17k	78.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.3M	+9%	3.7k	340.74	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$1.2M	-6%	17k	72.85	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.7	$1.2M	+123%	34k	36.35	View chart
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)	0.7	$1.2M	+101%	36k	33.83	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.6	$1.2M	-20%	24k	49.69	View chart
Flex Ord (FLEX)	0.6	$1.1M	+213%	10k	109.99	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.6	$1.1M	+22%	28k	39.28	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$1.1M	+19%	12k	94.02	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$1.1M	+6%	7.4k	142.26	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$1.0M	-15%	15k	69.26	View chart
Fis Tr Brig Port Bd Etf (BRIB)	0.5	$1.0M	+133%	42k	24.09	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.5	$988k		11k	91.80	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.5	$945k	+6%	6.9k	137.58	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.5	$943k		20k	48.46	View chart
Advisorshares Tr Star Glob Buyw (VEGA)	0.5	$923k		18k	52.40	View chart
Amphenol Corp Cl A (APH)	0.5	$916k	+85%	11k	84.30	View chart
First Tr Exchange-traded Ltd Dur Invt Etf (FSIG)	0.5	$909k	+104%	50k	18.38	View chart
Kla Corp Com New (KLAC)	0.5	$901k	+24%	4.6k	194.93	View chart
Costco Wholesale Corporation (COST)	0.5	$876k	-2%	962.00	910.25	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$871k	-9%	21k	41.43	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.5	$869k	+108%	2.3k	374.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$866k	-11%	12k	70.15	View chart
Applied Materials (AMAT)	0.5	$860k	+12%	1.7k	511.38	View chart
Cintas Corporation (CTAS)	0.5	$837k	-6%	4.3k	195.06	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$827k	-30%	19k	42.59	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$813k	+63%	18k	44.09	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.4	$803k		9.6k	83.56	View chart
Wal-Mart Stores (WMT)	0.4	$793k		7.6k	103.92	View chart
Chevron Corporation (CVX)	0.4	$782k	+3%	3.8k	204.21	View chart
Altria (MO)	0.4	$777k	+23%	12k	67.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$774k	+9%	17k	46.87	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.4	$765k	+104%	16k	47.19	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.4	$755k	+108%	3.5k	216.08	View chart
Mastercard Incorporated Cl A (MA)	0.4	$753k	-3%	1.4k	551.57	View chart
Tesla Motors (TSLA)	0.4	$736k	+15%	2.1k	354.81	View chart
Ge Aerospace Com New (GE)	0.4	$722k	-6%	2.3k	312.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$714k		3.1k	228.28	View chart
Wabtec Corporation (WAB)	0.4	$700k	-11%	2.4k	287.33	View chart
Micron Technology (MU)	0.4	$698k	+46%	655.00	1065.10	View chart
W.R. Berkley Corporation (WRB)	0.4	$687k	-2%	10k	67.54	View chart
Procter & Gamble Company (PG)	0.4	$681k	+5%	4.7k	145.28	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.4	$676k	-9%	7.9k	85.42	View chart
Emcor (EME)	0.4	$651k	-12%	863.00	754.49	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.4	$650k	+11%	33k	19.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.3	$642k	+98%	21k	30.37	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.3	$642k	+111%	15k	43.98	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.3	$640k	+39%	14k	44.57	View chart
Targa Res Corp (TRGP)	0.3	$626k	-23%	2.3k	270.34	View chart
Garmin SHS (GRMN)	0.3	$625k	NEW	2.2k	286.75	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.3	$602k	NEW	13k	48.19	View chart
Trane Technologies SHS (TT)	0.3	$587k	-14%	1.3k	451.98	View chart
Howmet Aerospace (HWM)	0.3	$580k	-9%	2.6k	226.18	View chart
Msci (MSCI)	0.3	$562k	-4%	1.0k	538.66	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$556k	-7%	13k	44.41	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.3	$544k	-37%	13k	41.27	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$542k	+4%	25k	21.87	View chart
Abbvie (ABBV)	0.3	$537k	+52%	2.1k	261.59	View chart
Fortinet (FTNT)	0.3	$534k	NEW	3.0k	178.80	View chart
T. Rowe Price (TROW)	0.3	$530k	+22%	5.1k	104.05	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.3	$515k	NEW	11k	48.96	View chart
Exelixis (EXEL)	0.3	$515k	+6%	8.8k	58.41	View chart
Halozyme Therapeutics (HALO)	0.3	$511k	-25%	4.6k	110.40	View chart
United Therapeutics Corporation (UTHR)	0.3	$511k	+26%	942.00	541.89	View chart
Morgan Stanley Com New (MS)	0.3	$509k	+17%	2.7k	188.00	View chart
Ralph Lauren Corp Cl A (RL)	0.3	$502k	+27%	1.4k	355.07	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.3	$490k	-24%	9.6k	51.12	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.3	$485k	+12%	16k	29.90	View chart
Zoom Communications Cl A (ZM)	0.3	$483k	+38%	5.3k	90.77	View chart
Universal Hlth Svcs CL B (UHS)	0.3	$483k		2.8k	174.26	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$477k	+8%	11k	44.78	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.3	$476k	+3%	17k	28.48	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$475k	+25%	3.1k	151.58	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$475k		4.0k	117.77	View chart
Monolithic Power Systems (MPWR)	0.3	$474k	+50%	352.00	1347.22	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.3	$471k		3.4k	138.40	View chart
Tenet Healthcare Corp Com New (THC)	0.3	$471k	-23%	1.8k	255.56	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$470k		4.2k	111.65	View chart
Applovin Corp Com Cl A (APP)	0.3	$468k	+129%	1.6k	290.43	View chart
Neurocrine Biosciences (NBIX)	0.3	$466k	+26%	3.3k	141.84	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.3	$466k	+7%	23k	19.93	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.3	$462k	NEW	12k	37.47	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$459k	+10%	5.8k	79.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$458k		3.7k	125.26	View chart
Paychex (PAYX)	0.2	$457k	+9%	4.6k	98.50	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$453k	+3%	27k	17.05	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$450k	NEW	2.7k	168.42	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$445k	NEW	8.8k	50.79	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.2	$430k	+25%	7.5k	57.47	View chart
Toast Cl A (TOST)	0.2	$428k	-2%	15k	28.99	View chart
Insulet Corporation (PODD)	0.2	$427k	+20%	3.3k	130.47	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$422k	+23%	3.7k	115.32	View chart
Pfizer (PFE)	0.2	$421k	NEW	15k	28.52	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$417k	-6%	7.4k	56.66	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$407k		1.8k	222.24	View chart
International Business Machines (IBM)	0.2	$398k	+44%	1.8k	219.93	View chart
Cme (CME)	0.2	$395k	NEW	1.5k	261.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$390k	-10%	2.3k	166.28	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$387k	-6%	7.7k	50.14	View chart
Simon Property (SPG)	0.2	$383k	+18%	1.9k	200.76	View chart
Verizon Communications (VZ)	0.2	$381k	+30%	8.3k	45.87	View chart
Chewy Cl A (CHWY)	0.2	$377k	+13%	21k	18.20	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$371k	+31%	4.0k	92.17	View chart
General Mills (GIS)	0.2	$369k	+91%	12k	32.16	View chart
Vanguard World Mrngstr Cap Etf (MGC)	0.2	$366k	-39%	1.3k	282.31	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.2	$351k	NEW	3.9k	90.11	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.2	$346k	NEW	3.1k	110.97	View chart
Johnson & Johnson (JNJ)	0.2	$343k	+5%	1.3k	264.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$340k	+8%	2.2k	155.20	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.2	$338k	+68%	3.3k	101.18	View chart
Realty Income (O)	0.2	$336k	+26%	6.2k	54.30	View chart
Exxonmobil Holdings Corp Com Shs	0.2	$331k	NEW	2.0k	162.75	View chart
Amgen (AMGN)	0.2	$330k	+10%	782.00	421.51	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.2	$309k	NEW	1.6k	195.53	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$309k	+40%	3.8k	81.20	View chart
Netflix (NFLX)	0.2	$303k	-3%	4.4k	69.58	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.2	$302k	NEW	13k	23.75	View chart
Palo Alto Networks (PANW)	0.2	$300k	-9%	756.00	397.31	View chart
JPMorgan Chase & Co. (JPM)	0.2	$292k	+14%	883.00	330.83	View chart
Strategy Eventide Us Mrkt (ESUM)	0.2	$290k	-7%	9.6k	30.25	View chart
Uber Technologies (UBER)	0.2	$290k	+8%	4.2k	68.51	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.2	$281k	NEW	3.0k	92.80	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$281k	+22%	6.8k	41.25	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$280k		304.00	922.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$280k	-29%	368.00	761.83	View chart
Flexshares Tr Nrtrn Tr Discpln (MBSD)	0.2	$278k	NEW	14k	19.88	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$278k	NEW	1.0k	264.75	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$277k	NEW	909.00	304.64	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$269k	NEW	5.3k	51.06	View chart
Vici Pptys (VICI)	0.1	$267k	+27%	12k	22.97	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$267k	NEW	8.9k	29.86	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$266k	+28%	2.4k	112.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$264k	+32%	531.00	497.95	View chart
Amcor Com New (AMCR)	0.1	$263k	NEW	6.3k	41.86	View chart
Gilead Sciences (GILD)	0.1	$261k	NEW	1.8k	149.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$258k	NEW	5.9k	43.61	View chart
Prudential Financial (PRU)	0.1	$254k	NEW	2.2k	113.57	View chart
Merck & Co (MRK)	0.1	$253k	-20%	1.7k	145.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$253k	NEW	5.8k	43.81	View chart
Philip Morris International (PM)	0.1	$251k	NEW	1.3k	190.85	View chart
Pepsi (PEP)	0.1	$251k	NEW	2.0k	126.72	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.1	$247k	-52%	5.3k	46.76	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$245k	NEW	2.2k	108.84	View chart
TJX Companies (TJX)	0.1	$244k	+22%	1.8k	132.31	View chart
Williams Companies (WMB)	0.1	$239k	+22%	3.5k	67.97	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.1	$234k		8.6k	27.14	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$231k		5.4k	42.89	View chart
Intuitive Surgical Com New (ISRG)	0.1	$229k	NEW	562.00	406.67	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$228k		4.1k	55.28	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$227k		2.9k	78.10	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.1	$224k	NEW	662.00	337.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)	0.1	$222k	NEW	5.6k	39.29	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.1	$220k	NEW	5.6k	39.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.1	$217k	NEW	5.7k	38.23	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$217k	-12%	2.6k	82.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$214k	NEW	4.7k	45.72	View chart
3M Company (MMM)	0.1	$211k	NEW	1.3k	164.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$210k		300.00	700.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$210k	NEW	2.7k	77.25	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$210k	NEW	2.6k	81.16	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$209k	NEW	1.1k	183.37	View chart
Texas Instruments Incorporated (TXN)	0.1	$209k	NEW	747.00	280.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$208k	NEW	4.6k	45.24	View chart
Servicenow (NOW)	0.1	$206k	NEW	1.5k	134.01	View chart
Kinder Morgan (KMI)	0.1	$206k	NEW	6.8k	30.16	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$206k	NEW	5.0k	40.91	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$205k	NEW	4.2k	48.56	View chart
Caterpillar (CAT)	0.1	$204k	NEW	251.00	810.79	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$203k	NEW	531.00	382.08	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$203k	NEW	878.00	231.03	View chart
J P Morgan Exchange Traded F Us Research Enhn (JUSA)	0.1	$202k	NEW	2.9k	68.49	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$201k		7.3k	27.47	View chart

Past Filings by BAM Wealth Management

SEC 13F filings are viewable for BAM Wealth Management going back to 2025

BAM Wealth Management 2026 Q3 filed Oct. 15, 2026
BAM Wealth Management 2026 Q2 filed July 14, 2026
BAM Wealth Management 2026 Q1 filed April 17, 2026
BAM Wealth Management 2025 Q4 filed Jan. 20, 2026
BAM Wealth Management 2025 Q3 filed Oct. 31, 2025

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