Bam Wealth Management Portfolio Shifts in Q2 2026: Focus on Bonds and Technology

As part of its investment strategy for the second quarter ending in 2026, Bam Wealth Management, Llc has shown notable activity across various asset classes.

The firm significantly increased exposure to First TR Exchange Traded Funds (ETFs) VI during this period. New positions were established with substantial purchases: FMAY (First TR ETF June), FJUN, and FAPR. Additionally, existing positions in GMAY (First TR ETF May) and GJUN were also increased by 100%, indicating strong confidence in these specific funds.

The increase in bond-related ETFs was particularly pronounced. The new positions (FMAY, FJUN, and FAPR) collectively represent a significant diversification effort or tactical shift towards these funds. Furthermore, the existing positions in other First TR ETF VI series (GMAY and GJUN) saw their share counts doubled from the previous quarter, reinforcing Bam's commitment to this category of ETFs.

In contrast, there was a reduction in one bond fund position. The firm decreased its stake in FFEB (First TR ETF February) by 13.89%, suggesting a strategic withdrawal from this particular holding within the fixed income space.

Bam also demonstrated buying activity in other areas, such as GOVT (iShares TIPS Bond ETF) and small increases like FIIG. The firm significantly boosted its position in another bond fund, SDVY (First TR Exchange ETF), by 47.27%. However, the filing does not disclose any sales activity for these specific new or increased positions.

The investor's portfolio continues to be dominated by fixed income and other ETFs, with a notable allocation to Technology stocks like AAPL (Apple Inc.) and NVDA (NVIDIA Corporation), although these holdings remained unchanged during the quarter. Overall, this filing highlights Bam's active management style focused on ETF transactions.