Bauman Advisory Group, LLC has disclosed its latest holdings in a recent SEC filing, revealing a total value of approximately $202.85 million as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategy and positions in various companies, reflecting its focus on diverse sectors.

The filing, which is categorized as a 13F-HR, showcases Bauman's commitment to transparency and compliance within the investment management industry. As a registered investment advisor, Bauman Advisory Group operates in a highly competitive landscape, and this disclosure may influence investor perceptions and strategies.

Background

Founded in Nevada, Bauman Advisory Group, LLC is an investment management firm that focuses on providing advisory services to its clients. The firm is registered with the SEC and operates under the Central Index Key (CIK) number 0002111802. It has recently filed various forms, including 13F-HR reports, which detail its holdings and investment strategies.

What the Filing Says

The recent filing indicates that Bauman Advisory Group holds a total of 95 different securities, with a combined value of $202,854,600. The filing does not provide specific details about the individual securities, but it highlights the firm's diversified investment approach.

Impact

This filing may affect various stakeholders, including clients, investors, and competitors in the asset management industry. By disclosing its holdings, Bauman Advisory Group provides valuable information that can influence investment decisions and strategies. The competitive landscape of asset management is characterized by firms striving for transparency and effective communication with their clients.

What's Next

The filing does not specify what happens next for Bauman Advisory Group. However, continued disclosures and updates on holdings are expected as part of the firm’s commitment to transparency and compliance.