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Bauman Advisory Group

Latest statistics and disclosures from Bauman Advisory Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002111802

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Positions held by Bauman Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Bauman Advisory Group

Bauman Advisory Group holds 51 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	28.8	$36M	446k	80.22	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	9.8	$12M	48k	252.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	6.3	$7.8M	240k	32.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.2	$7.8M	118k	66.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.9	$4.8M	40k	120.18	View chart
Ishares Gold Tr Shares Represent (IAUM)	3.9	$4.8M	111k	42.99	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.7	$4.6M	81k	57.24	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.7	$4.5M	90k	50.59	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.0	$3.7M	71k	52.77	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.8	$3.4M	34k	101.98	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.2	$2.7M	63k	42.87	View chart
Apple (AAPL)	2.1	$2.6M	9.4k	271.85	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.5	$1.9M	37k	51.77	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.5	$1.9M	68k	27.43	View chart
Zacks Trust Small/mid Cap (SMIZ)	1.5	$1.9M	50k	36.99	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.2	$1.5M	20k	75.05	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.0	$1.2M	21k	58.12	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	1.0	$1.2M	18k	67.64	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$1.1M	14k	79.73	View chart
Wal-Mart Stores (WMT)	0.9	$1.1M	10k	111.41	View chart
Microsoft Corporation (MSFT)	0.9	$1.1M	2.4k	483.72	View chart
Costco Wholesale Corporation (COST)	0.9	$1.1M	1.2k	862.12	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.9	$1.1M	14k	76.23	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.8	$1.0M	11k	93.97	View chart
United Parcel Service CL B (UPS)	0.8	$1.0M	10k	99.19	View chart
NVIDIA Corporation (NVDA)	0.8	$1.0M	5.4k	186.49	View chart
Amazon (AMZN)	0.7	$919k	4.0k	230.82	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.6	$796k	15k	52.53	View chart
JPMorgan Chase & Co. (JPM)	0.6	$721k	2.2k	322.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$677k	2.2k	313.76	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.5	$608k	4.9k	124.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$545k	1.7k	312.98	View chart
Spdr Series Trust State Street Spd (SPHY)	0.4	$515k	22k	23.67	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$512k	6.0k	85.37	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$481k	3.2k	148.68	View chart
Sempra Energy (SRE)	0.4	$470k	5.3k	88.28	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$467k	1.6k	301.09	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.4	$436k	4.0k	109.65	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$420k	9.4k	44.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$420k	3.4k	123.26	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.3	$402k	8.1k	49.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$393k	1.2k	335.39	View chart
Tesla Motors (TSLA)	0.3	$367k	816.00	449.93	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$364k	7.2k	50.58	View chart
Meta Platforms Cl A (META)	0.3	$324k	490.00	660.68	View chart
Visa Com Cl A (V)	0.2	$293k	836.00	350.65	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.2	$266k	21k	12.88	View chart
Broadcom (AVGO)	0.2	$257k	744.00	345.97	View chart
McDonald's Corporation (MCD)	0.2	$238k	777.00	305.75	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$231k	2.2k	106.68	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.1	$104k	11k	9.75	View chart

Past Filings by Bauman Advisory Group

SEC 13F filings are viewable for Bauman Advisory Group going back to 2025

Bauman Advisory Group 2025 Q4 filed Feb. 20, 2026

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