Kristy Michelle Afraimi

Bam Wealth Management, Llc

Assets Managed

$159.833M

Holdings

166

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

19.53%(2Q avg: 8.12%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bam Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 166 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 159.833M in assets, with a quarterly growth rate of 19.53% and a 2-quarter average growth rate of 8.12%. 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 5.22%	4.08%	$6.517M 70,678 shares@ $92.22 avg price	Increased 5.22%
FMAY Ft Vest Us Equity Buffer Etf Recent Activity New Position	3.52%	$5.625M 100,088 shares@ $56.21 avg price	New Position
FJUN Ft Vest Us Equity Buff Etf-j Recent Activity New Position	3.47%	$5.531M 92,263 shares@ $59.96 avg price	New Position
AAPL Apple Inc Recent Activity Increased 1.34%	3.02%	$4.825M 16,676 shares@ $289.37 avg price	Increased 1.34%
FAPR Ft Vest U.s. Equity Buffer E Recent Activity New Position	2.95%	$4.702M 100,600 shares@ $46.74 avg price	New Position
FJAN Ft Vest U.s. Equity Buffer E Recent Activity Decreased -12.13%	2.76%	$4.398M 79,832 shares@ $55.1 avg price	Decreased -12.13%
FFEB Ft Vest Us Equity Buffer Etf Recent Activity Decreased -13.89%	2.72%	$4.34M 71,163 shares@ $60.98 avg price	Decreased -13.89%
GMAY Ft Vest U.s. Equity Moderate Recent Activity New Position	2.71%	$4.328M 100,561 shares@ $43.05 avg price	New Position
GJUN Ft Vest Us Equity Moderate B Recent Activity New Position	2.69%	$4.296M 104,305 shares@ $41.2 avg price	New Position
NVDA Nvidia Corp Recent Activity Increased 11.14%	2.42%	$3.867M 19,325 shares@ $200.1 avg price	Increased 11.14%

1-10 of 166