Bauman Advisory Group, LLC — 13F Holdings & Portfolio

CIK 2111802 · latest 13F-HR filed 2026-08-04

Bauman Advisory Group, LLC manages $188.9M in 13F-reported U.S. long-equity assets across 81 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYM (19.24%), QQQM (9.73%), AVLV (6.13%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 23 new positions, exited 5, added to 45, and trimmed 11.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
10501 W. GOWAN RD
SUITE 100
LAS VEGAS, NV 89129
Phone
(702) 897-9997
Filing Manager
Bauman Advisory Group, LLC
LAS VEGAS, NV
Signatory
Michelle McCarthy
Chief Compliance Officer
Loading holdings…
AUM

$188.9M

Long-equity book

Holdings

81

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+23 / −5 / ↑45 / ↓11

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO EXCH TRADED FD TR II$5.1M +38.9%
  • SPDR SERIES TRUST$4.5M +14.2%
  • AMERICAN CENTY ETF TR$3.6M +168.7%
  • AMERICAN CENTY ETF TR$2.5M +71.3%
  • AMERICAN CENTY ETF TR$1.3M +26.1%
Show all 45 →

Top Trims

  • SCHWAB STRATEGIC TR-$4.1M -94.0%
  • ISHARES GOLD TRUST MICRO-$3.3M -37.4%
  • ABRDN SILVER ETF TRUST-$737.4K -69.7%
  • FIDELITY WISE ORIGIN BITCOIN-$80.4K -11.1%
  • WORLD GOLD TR-$78.9K -14.5%
Show all 11 →

New Positions

  • AMERICAN CENTY ETF TR$11.6M
  • ISHARES TR$11.5M
  • MICRON TECHNOLOGY INC$729.6K
  • TIDAL TRUST II$535.9K
  • PACER FDS TR$514.7K
Show all 23 →

Exited Positions

  • INVESCO EXCHANGE TRADED FD T$5.1M
  • ZACKS TRUST$1.8M
  • ISHARES TR$381.5K
  • SCHWAB STRATEGIC TR$296.1K
  • MCDONALDS CORP$211.1K
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYM 78464A854 $36.3M 19.24% 413,608 SH
2 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $18.4M 9.73% 60,629 SH
3 AMERICAN CENTY ETF TR AVLV 025072349 $11.6M 6.13% 126,848 SH
4 ISHARES TR GARP 46436E403 $11.5M 6.11% 139,714 SH
5 AMERICAN CENTY ETF TR AVDE 025072703 $9.2M 4.89% 103,645 SH
6 BLACKROCK ETF TRUST II BINC 092528603 $7.2M 3.79% 136,941 SH
7 AMERICAN CENTY ETF TR AVUV 025072877 $6.1M 3.20% 48,501 SH
8 AMERICAN CENTY ETF TR AVSC 025072323 $6.0M 3.16% 81,320 SH
9 AMERICAN CENTY ETF TR AVEM 025072604 $5.7M 3.04% 59,424 SH
10 ISHARES GOLD TRUST MICRO IAUM 46436F103 $5.6M 2.95% 139,413 SH
11 AMERICAN CENTY ETF TR AVDV 025072802 $5.6M 2.95% 54,109 SH
12 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $5.5M 2.93% 98,124 SH
13 SPDR SERIES TRUST SPHY 78468R606 $5.1M 2.71% 218,613 SH
14 ISHARES TR USIG 464288620 $5.1M 2.71% 99,882 SH
15 ISHARES TR AGG 464287226 $3.6M 1.92% 36,733 SH
16 APPLE INC AAPL 037833100 $3.1M 1.62% 10,559 SH
17 NEOS ETF TRUST SPYI 78433H303 $2.1M 1.12% 39,695 SH
18 JANUS DETROIT STR TR JAAA 47103U845 $1.8M 0.97% 36,362 SH
19 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $1.8M 0.95% 22,768 SH
20 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $1.8M 0.94% 19,680 SH
21 SCHWAB STRATEGIC TR SCHP 808524870 $1.7M 0.92% 65,870 SH
22 ISHARES TR HDV 46429B663 $1.7M 0.90% 62,313 SH
23 ISHARES TR SOXX 464287523 $1.6M 0.83% 2,457 SH
24 WALMART INC WMT 931142103 $1.5M 0.79% 13,189 SH
25 NVIDIA CORPORATION NVDA 67066G104 $1.4M 0.73% 6,915 SH
26 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.2M 0.65% 1,308 SH
27 CARPENTER TECHNOLOGY CORP CRS 144285103 $1.0M 0.55% 1,672 SH
28 AMKOR TECHNOLOGY INC AMKR 031652100 $1.0M 0.53% 11,610 SH
29 MICROSOFT CORP MSFT 594918104 $990.8K 0.52% 2,656 SH
30 UNITED PARCEL SVCS INC UPS 911312106 $942.7K 0.50% 8,769 SH
31 AMAZON COM INC AMZN 023135106 $892.8K 0.47% 3,746 SH
32 ETF SER SOLUTIONS QTUM 26922A420 $853.7K 0.45% 5,162 SH
33 ALPHABET INC GOOGL 02079K305 $804.7K 0.43% 2,252 SH
34 VANECK ETF TRUST NLR 92189F601 $800.9K 0.42% 6,906 SH
35 CITIGROUP INC C 172967424 $773.9K 0.41% 5,529 SH
36 FIRSTCASH HOLDINGS INC FCFS 33768G107 $742.0K 0.39% 3,430 SH
37 MICRON TECHNOLOGY INC MU 595112103 $729.6K 0.39% 632 SH
38 MONOLITHIC PWR SYS INC MPWR 609839105 $711.3K 0.38% 515 SH
39 VSE CORP VSEC 918284100 $706.4K 0.37% 3,091 SH
40 JPMORGAN CHASE & CO JPM 46625H100 $679.2K 0.36% 2,075 SH
41 STRIDE INC LRN 86333M108 $674.3K 0.36% 7,819 SH
42 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $644.9K 0.34% 12,632 SH
43 API GROUP CORP APG 00187Y100 $634.4K 0.34% 14,979 SH
44 ALPHABET INC GOOG 02079K107 $623.2K 0.33% 1,764 SH
45 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $542.8K 0.29% 8,832 SH
46 MCKESSON CORP MCK 58155Q103 $542.8K 0.29% 718 SH
47 TIDAL TRUST II AIPO 88636R479 $535.9K 0.28% 16,040 SH
48 SELECT SECTOR SPDR TR XLE 81369Y506 $530.8K 0.28% 9,993 SH
49 PACER FDS TR TRFK 69374H386 $514.7K 0.27% 4,824 SH
50 ISHARES TR ITOT 464287150 $501.4K 0.27% 3,052 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $188.9M 81 0001765380-26-000262
2026-03-31 2026-05-06 $142.7M 63 0001765380-26-000169
2025-12-31 2026-02-20 $124.1M 51 0001765380-26-000109