Bauman Advisory Group, LLC Top Holdings and 13F Report (2026) About Bauman Advisory Group, LLCInvestment ActivityBauman Advisory Group, LLC has $142.68 million in total holdings as of March 31, 2026.Bauman Advisory Group, LLC owns shares of 63 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 37.37% of the portfolio was purchased this quarter.About 22.51% of the portfolio was sold this quarter.This quarter, Bauman Advisory Group, LLC has purchased 51 new stocks and bought additional shares in 19 stocks.Bauman Advisory Group, LLC sold shares of 25 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $31,833,935Invesco NASDAQ 100 ETF $13,226,617Avantis International Equity ETF $9,007,029iShares Gold Trust Micro $8,916,291iShares Flexible Income Active ETF $5,915,420 Largest New Holdings this Quarter 025072703 - Avantis International Equity ETF $9,007,029 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $5,067,132 Holding025072323 - Avantis U.S. Small Cap Equity ETF $3,481,822 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $2,864,526 Holding025072604 - Avantis Emerging Markets Equity ETF $2,133,842 Holding Largest Purchases this Quarter Avantis International Equity ETF 106,165 shares (about $9.01M)Invesco S&P 500 Equal Weight ETF 26,402 shares (about $5.07M)SPDR Portfolio High Yield Bond ETF 163,723 shares (about $3.82M)iShares Gold Trust Micro 79,763 shares (about $3.72M)Avantis International Small Cap Value ETF 34,879 shares (about $3.48M) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 112,060 shares (about $7.57M)Schwab U.S. Large-Cap Growth ETF 230,220 shares (about $6.71M)iShares Core S&P Small-Cap ETF 37,823 shares (about $4.70M)SPDR Portfolio S&P 500 ETF 29,859 shares (about $2.29M)JPMorgan Nasdaq Equity Premium Income ETF 14,946 shares (about $829.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBauman Advisory Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$31,833,935$2,285,410 ▼-6.7%415,91222.3%ETFQQQMInvesco NASDAQ 100 ETF$13,226,617$1,798,542 ▲15.7%55,6639.3%ETFAVDEAvantis International Equity ETF$9,007,029$9,007,029 ▲New Holding106,1656.3%ETFIAUMiShares Gold Trust Micro$8,916,291$3,724,932 ▲71.8%190,9276.2%FinanceBINCiShares Flexible Income Active ETF$5,915,420$2,256,055 ▲61.7%113,9114.1%ETFRSPInvesco S&P 500 Equal Weight ETF$5,067,132$5,067,132 ▲New Holding26,4023.6%ETFAVUVAvantis U.S. Small Cap Value ETF$4,797,324$1,067,042 ▲28.6%43,4263.4%ETFAVDVAvantis International Small Cap Value ETF$4,580,440$3,482,988 ▲317.4%45,8693.2%ETFJEPIJPMorgan Equity Premium Income ETF$4,453,304$127,304 ▼-2.8%78,5693.1%ETFSCHDSchwab US Dividend Equity ETF$4,400,906$2,319,507 ▲111.4%143,4453.1%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$4,356,764$2,474,876 ▲131.5%85,0433.1%ManufacturingSPHYSPDR Portfolio High Yield Bond ETF$4,325,471$3,818,027 ▲752.4%185,4833.0%ETFAVSCAvantis U.S. Small Cap Equity ETF$3,481,822$3,481,822 ▲New Holding55,8882.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,864,526$2,864,526 ▲New Holding28,8562.0%FinanceAAPLApple$2,290,658$93,139 ▼-3.9%9,0261.6%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$2,133,842$2,133,842 ▲New Holding26,4811.5%ETFZACKS TRUST$1,773,602$81,739 ▼-4.4%47,8451.2%SMALL/MID CAPVCSHVanguard Short-Term Corporate Bond ETF$1,489,315$349,420 ▲30.7%18,7881.0%ETFSPHQInvesco S&P 500 Quality ETF$1,484,605$39,399 ▼-2.6%19,7451.0%ETFSPYINEOS S&P 500 High Income ETF$1,466,380$718,725 ▲96.1%29,7021.0%ETFJAAAJanus Henderson AAA CLO ETF$1,457,643$1,094,932 ▲301.9%28,9391.0%ETFSCHPSchwab U.S. TIPS ETF$1,429,702$1,429,702 ▲New Holding53,7281.0%ETFHDViShares Core High Dividend ETF$1,404,838$1,404,838 ▲New Holding10,3511.0%ETFCOSTCostco Wholesale$1,284,602$53,816 ▲4.4%1,2890.9%Retail/WholesaleWALMART INC$1,153,480$119,064 ▼-9.4%9,2810.8%COMSIVRabrdn Physical Silver Shares ETF$1,057,465$197,787 ▼-15.8%14,7670.7%ETFUPSUnited Parcel Service$1,002,423$1,082 ▼-0.1%10,1890.7%TransportationMSFTMicrosoft$867,175$5,182 ▼-0.6%2,3430.6%Computer and TechnologyNVDANVIDIA$803,926$140,731 ▼-14.9%4,6100.6%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$725,302$96,042 ▼-11.7%12,2870.5%SHSAMZNAmazon.com$705,214$124,131 ▼-15.0%3,3860.5%Retail/WholesaleNLRVanEck Uranium and Nuclear ETF$688,408$36,092 ▲5.5%5,1690.5%ETFXLEEnergy Select Sector SPDR Fund$607,817$31,977 ▲5.6%9,9220.4%ETFJPMJPMorgan Chase & Co.$586,506$71,475 ▼-10.9%1,9940.4%FinanceGLDMSPDR Gold MiniShares Trust$545,759$10,103 ▼-1.8%5,8880.4%FinanceGOOGLAlphabet$544,149$43,141 ▲8.6%1,8920.4%Computer and TechnologySOXXiShares Semiconductor ETF$543,172$33,188 ▲6.5%1,6530.4%ETFSRESempra Energy$498,481$18,365 ▼-3.6%5,1300.3%UtilitiesGOOGAlphabet$487,623$131,085 ▼-21.2%1,7000.3%Computer and TechnologyLRNStride$475,765$475,765 ▲New Holding5,3960.3%Consumer DiscretionaryCRSCarpenter Technology$470,721$470,721 ▲New Holding1,1940.3%Basic MaterialsFCFSFirstCash$454,859$454,859 ▲New Holding2,4190.3%Business ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$452,411$8,262 ▼-1.8%3,1760.3%ETFETF SER SOLUTIONS$451,251$24,569 ▲5.8%4,2060.3%DEFIANCE QUANTUMCCitigroup$415,079$415,079 ▲New Holding3,6600.3%Financial ServicesMPWRMonolithic Power Systems$412,193$412,193 ▲New Holding3770.3%Computer and TechnologyMCKMcKesson$408,450$408,450 ▲New Holding4720.3%MedicalAPGAPi Group$397,704$397,704 ▲New Holding9,8150.3%Business ServicesIVWiShares S&P 500 Growth ETF$381,480$3,393 ▼-0.9%3,3730.3%ETFAMKRAmkor Technology$379,738$379,738 ▲New Holding8,4330.3%Computer and TechnologyVSECVSE$374,569$374,569 ▲New Holding2,0310.3%ConstructionVTIVanguard Total Stock Market ETF$371,507$4,812 ▼-1.3%1,1580.3%ETFIJHiShares Core S&P Mid-Cap ETF$366,065$7,567,099 ▼-95.4%5,4210.3%ETFADBEAdobe$356,841$356,841 ▲New Holding1,4680.3%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$323,960$829,804 ▼-71.9%5,8350.2%ETFTSLATesla$311,898$8,550 ▲2.8%8390.2%Auto/Tires/TrucksIJRiShares Core S&P Small-Cap ETF$311,635$4,701,624 ▼-93.8%2,5070.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$296,137$6,706,341 ▼-95.8%10,1660.2%ETFMETAMeta Platforms$248,215$32,028 ▼-11.4%4340.2%Computer and TechnologyHDHome Depot$242,732$242,732 ▲New Holding7380.2%Retail/WholesaleMCDMcDonald's$211,065$30,463 ▼-12.6%6790.1%Retail/WholesaleIVViShares Core S&P 500 ETF$207,842$207,842 ▲New Holding3180.1%ETFAODAberdeen Total Dynamic Dividend Fund$100,548$2,210 ▲2.2%10,9170.1%MiscellaneousJPSTJPMorgan Ultra-Short Income ETF$0$4,549,652 ▼-100.0%00.0%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$0$2,688,279 ▼-100.0%00.0%ETFDMBSDoubleLine Mortgage ETF$0$401,949 ▼-100.0%00.0%ETFVVisa$0$293,144 ▼-100.0%00.0%Business ServicesGOFGuggenheim Strategic Opportunities Fund$0$266,103 ▼-100.0%00.0%Financial ServicesAVGOBroadcom$0$257,405 ▼-100.0%00.0%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$0$231,291 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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