BL
ALMU

BFSG LLC’s Aeluma Inc ALMU Stock Holding History

BFSG LLC’s Portfolio ALMU Stock Details ALMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$786K Hold
35,602
– – 0.07% 179
2026
Q1 		$466K Hold
35,602
– – 0.04% 194
2025
Q4 		$611K Hold
35,602
– – 0.06% 182
2025
Q3 		$573K Buy
35,602
+500
+1% +$9.36K 0.06% 196
2025
Q2 		$575K Hold
35,102
– – 0.06% 180
2025
Q1 		$253K Buy
+35,102
New +$243K 0.03% 219

Other funds holding ALMU

WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
ISWM
Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BFSG LLC's ALMU Position: Q2 2026 in Review

BFSG LLC held its Aeluma Inc (ALMU) position steady in Q2 2026 at 35,602 shares worth $786K. The position accounts for 0.07% of the portfolio, ranked #179.

BFSG LLC first reported a position in ALMU in Q1 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold ALMU as of Q2 2026.

  • BFSG LLC held 35,602 shares of Aeluma Inc worth $786K as of Q2 2026.
  • BFSG LLC left its Aeluma Inc share count unchanged in Q2 2026.
  • Aeluma Inc made up 0.07% of BFSG LLC's portfolio in Q2 2026, its #179 holding.
  • BFSG LLC first reported a position in Aeluma Inc in Q1 2025 and has held it in 6 quarters since.
  • 22 funds tracked by Wall St. Rank held Aeluma Inc as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.