BAM Wealth Management, LLC
Annual return
—
SPY
—
Alpha
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Invested
$133.7M
Holdings
158
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$BOND
PIMCO ETF TR
Q4 2025: Sold 9.8% (4.4k → 4.0k shares)
4.6%
02
$FFEB
FIRST TR EXCHNG TRADED FD VI
Q4 2025: Exited (was 157.4k shares)
3.5%
03
$FJAN
FIRST TR EXCHNG TRADED FD VI
Q4 2025: Exited (was 5.9k shares)
3.4%
04
$FDEC
FIRST TR EXCHNG TRADED FD VI
Q4 2025: Increased +10.3% (181.0k → 199.6k shares)
3.4%
05
$FMAR
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
3.4%
06
$FNOV
FIRST TR EXCHNG TRADED FD VI
Q4 2025: New position (183.6k shares)
3.4%
07
$FOCT
FIRST TR EXCHNG TRADED FD VI
Q4 2025: New position (203.0k shares)
3.3%
08
$FSEP
FIRST TR EXCHNG TRADED FD VI
Q4 2025: Sold 9.2% (206.7k → 187.7k shares)
3.2%
09
$AAPL
APPLE INC
Q4 2025: Increased +2688.8% (1.1k → 30.5k shares)
3.1%
10
$PYLD
PIMCO ETF TR
Q4 2025: Sold 96.4% (214.1k → 7.8k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 10:30 UTC.