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

Bam Wealth Management held a portfolio worth $151.47 million as of June 30, 2026. This filing details significant changes including new bond positions (FMAY, FJUN) and adjustments to existing holdings.

By Insiderset.Jul 17, 2026, 12:47 AM
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FMAY
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Bam Wealth Management, Llc
Bam Wealth Management Portfolio Shifts in Q2 2026: Focus on Bonds and Technology
Bam Wealth Management held a portfolio worth $151.47 million as of June 30, 2026. This filing details significant changes including new bond positions (FMAY, FJUN) and adjustments to existing holdings.