Kristy Michelle Afraimi

Bam Wealth Management, Llc

Assets Managed

$133.725M

Holdings

158

Last Quarter

2026 - Q1

Filed Date

1mo 13d ago

Growth Rate

-3.29%(2Q avg: 1.91%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bam Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of Bam Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 133.725M in assets, with a quarterly growth rate of -3.29% and a 2-quarter average growth rate of 1.91%. The portfolio is managed by Kristy Michelle Afraimi, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BOND Pimco Active Bond Exchange-t Recent Activity Increased 0.91%	4.64%	$6.199M 67,175 shares@ $92.29 avg price	Increased 0.91%
FFEB Ft Vest Us Equity Buffer Etf Recent Activity New Position	3.46%	$4.616M 82,643 shares@ $55.86 avg price	New Position
FJAN Ft Vest U.s. Equity Buffer E Recent Activity New Position	3.43%	$4.58M 90,857 shares@ $50.42 avg price	New Position
FDEC Ft Vest U.s. Equity Buffer E Recent Activity Decreased -11.83%	3.38%	$4.51M 90,718 shares@ $49.73 avg price	Decreased -11.83%
FMAR Ft Vest Us Equity Buffer Etf Recent Activity New Position	3.36%	$4.489M 92,573 shares@ $48.5 avg price	New Position
FNOV Ft Vest Us Equity Buffer Etf Recent Activity Decreased -11.19%	3.36%	$4.482M 83,930 shares@ $53.4 avg price	Decreased -11.19%
FOCT Ft Vest U.s. Equity Buffer E Recent Activity Decreased -11.99%	3.28%	$4.385M 91,964 shares@ $47.68 avg price	Decreased -11.99%
FSEP Ft Vest U.s. Equity Buffer E Recent Activity Decreased -11.78%	3.22%	$4.297M 85,378 shares@ $50.34 avg price	Decreased -11.78%
AAPL Apple Inc Recent Activity Increased 1.1%	3.13%	$4.176M 16,456 shares@ $253.8 avg price	Increased 1.1%
PYLD Pimco Multisector Bond Actv Recent Activity Increased 9.51%	2.74%	$3.651M 139,359 shares@ $26.2 avg price	Increased 9.51%

1-10 of 158