Long-term investor
Bam Wealth Management, LLC @bamwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002093649).
Record
- Tracked since 2025-09-30 (356 days), 179 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.2%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 72201R775 · 4.1% · long · since 2025-09-30
- 33740F748 · 3.5% · long · since 2026-06-30
- 33740F722 · 3.5% · long · since 2026-06-30
- AAPL · 3.0% · long · since 2025-09-30
- 33740U885 · 2.9% · long · since 2026-06-30
- 33740F623 · 2.8% · long · since 2025-09-30
- 33740F763 · 2.7% · long · since 2025-09-30
- 33740F441 · 2.7% · long · since 2026-06-30
- 33740F433 · 2.7% · long · since 2026-06-30
- NVDA · 2.4% · long · since 2025-09-30
- 72201R585 · 2.4% · long · since 2025-09-30
- 33741X102 · 2.2% · long · since 2025-09-30