BKM Wealth Management, LLC ETF holdings
Brookfield, WI
Reported $142.2M in 57 ETFs in its Form 13F for June 30, 2026.
ETF value
$142.2M
ETFs held
57
Change from prior quarter
-3.1%
With price moves
ETFs as a share of its 13F
50.3%
of $282.4M
Top 10 of 57 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVE | iShares S&P 500 Value ETF | $14.0M | 61,664 | −3,556 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $12.9M | 181,119 | −22,344 shares |
| IVW | iShares S&P 500 Growth ETF | $11.9M | 86,516 | −6,576 shares |
| DEUS | Xtrackers Russell US Multifactor ETF | $10.7M | 164,445 | −8,374 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $6.0M | 74,696 | +55,325 shares |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | $5.8M | 39,374 | −2,371 shares |
| IJS | iShares S&P Small-Cap 600 Value ETF | $5.1M | 37,020 | −2,503 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $4.8M | 80,565 | −7,746 shares |
| QQQM | Invesco NASDAQ 100 ETF | $4.8M | 15,816 | −208 shares |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | $4.7M | 39,900 | −3,184 shares |
47 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002007263. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does BKM Wealth Management, LLC own?
BKM Wealth Management, LLC reported 57 ETF positions worth $142.2M in its Form 13F for June 30, 2026. The largest was IVE, at $14.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.