Long-term investor
Bkm Wealth Management, LLC @bkmwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002007263).
Record
- Tracked since 2025-06-30 (434 days), 105 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months +10.7% · 1 year +17.9% · all +17.9%
- Max drawdown -0.3% · Sharpe 1.30 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287408 · 5.0% · long · since 2025-06-30
- AAPL · 4.6% · long · since 2025-06-30
- 921943858 · 4.6% · long · since 2025-06-30
- 464287309 · 4.2% · long · since 2025-06-30
- 233051481 · 3.8% · long · since 2025-06-30
- MSFT · 3.3% · long · since 2025-06-30
- AVGO · 2.6% · long · since 2025-06-30
- GOOGL · 2.5% · long · since 2025-06-30
- JPM · 2.4% · long · since 2025-06-30
- 922908629 · 2.1% · long · since 2025-06-30
- 464287705 · 2.1% · long · since 2025-06-30
- ADI · 1.8% · long · since 2025-06-30
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