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Michelle McCarthy

Bauman Advisory Group, Llc

Assets Managed
$142.682M
Holdings
63
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
14.99%(2Q avg: 7.5%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bauman Advisory Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 63 positions.

Assets under management

The assets under management (AUM) of Bauman Advisory Group, 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 - Q1, they manage 142.682M in assets, with a quarterly growth rate of 14.99% and a 2-quarter average growth rate of 7.5%. The portfolio is managed by Michelle McCarthy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -6.69%
22.32%
$31.834M
415,912 shares@ $76.55 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 15.74%
9.28%
$13.227M
55,663 shares@ $237.62 avg price
AVDE
Avantis International Equity
Recent Activity
New Position
6.32%
$9.007M
106,165 shares@ $84.84 avg price
IAUM
Ishares Gold Trust Micro
Recent Activity
Increased 71.76%
6.25%
$8.916M
190,927 shares@ $46.71 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 61.66%
4.15%
$5.915M
113,911 shares@ $51.94 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
New Position
3.56%
$5.067M
26,402 shares@ $191.93 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 28.61%
3.37%
$4.797M
43,426 shares@ $110.48 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 317.38%
3.22%
$4.58M
45,869 shares@ $99.86 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -2.77%
3.13%
$4.453M
78,569 shares@ $56.69 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 111.44%
3.09%
$4.401M
143,445 shares@ $30.69 avg price

1-10 of 63