BXM Wealth LLC
CIK: 0002052379SEC EDGAR →
Portfolio Value
$129.7M
Holdings
136
As of
Q4 2025
New Positions
136
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO QQQ TR | 219,962 | $18.1M | 13.99% |
| 2 | APPLE INC | 202,094 | $6.2M | 4.81% |
| 3 | BROADCOM INC | 144,289 | $5.0M | 3.87% |
| 4 | TIDAL TRUST I | 372,557 | $4.0M | 3.09% |
| 5 | VANGUARD INDEX FDS | 59,424 | $3.8M | 2.96% |
| 6 | SCHWAB STRATEGIC TR | 134,698 | $3.7M | 2.85% |
| 7 | PROSHARES TR | 117,213 | $3.7M | 2.82% |
| 8 | PROSHARES TR | 201,623 | $3.3M | 2.55% |
| 9 | ALPHABET INC | 146,283 | $3.3M | 2.52% |
| 10 | EA SERIES TRUST | 294,667 | $3.2M | 2.51% |
Quarterly Changes
New Positions (136)
$18.1M · 220K shares
$6.2M · 202K shares
$5.0M · 144K shares
$4.0M · 373K shares
$3.8M · 59K shares
$3.7M · 135K shares
$3.7M · 117K shares
$3.3M · 202K shares
$3.3M · 146K shares
$3.2M · 295K shares
$3.0M · 99K shares
$2.5M · 19K shares
$2.4M · 5K shares
$2.3M · 19K shares
$2.3M · 135K shares
$2.2M · 116K shares
$2.0M · 58K shares
$1.7M · 20K shares
$1.7M · 7K shares
$1.4M · 15K shares
$1.3M · 9K shares
$1.3M · 83K shares
$1.3M · 97K shares
$1.2M · 53K shares
$1.2M · 115K shares
$1.2M · 84K shares
$1.1M · 75K shares
$1.0M · 21K shares
$996K · 87K shares
$964K · 62K shares
$964K · 1K shares
$907K · 16K shares
$904K · 3K shares
$899K · 102K shares
$896K · 2K shares
$879K · 34K shares
$867K · 7K shares
$851K · 14K shares
$840K · 31K shares
$836K · 10K shares
$836K · 68K shares
$833K · 20K shares
$817K · 72K shares
$749K · 33K shares
$748K · 16K shares
$739K · 32K shares
$729K · 19K shares
$682K · 42K shares
$676K · 43K shares
$652K · 47K shares
$648K · 7K shares
$637K · 42K shares
$636K · 22K shares
$629K · 28K shares
$605K · 59K shares
$577K · 10K shares
$572K · 12K shares
$551K · 1K shares
$521K · 4K shares
$506K · 41K shares
$504K · 1K shares
$484K · 25K shares
$439K · 9K shares
$426K · 4K shares
$426K · 10K shares
$414K · 1K shares
$408K · 6K shares
$407K · 450 shares
$404K · 3K shares
$404K · 2K shares
$389K · 5K shares
$380K · 33K shares
$369K · 6K shares
$357K · 3K shares
$355K · 29K shares
$349K · 63K shares
$347K · 6K shares
$346K · 12K shares
$345K · 27K shares
$344K · 22K shares
$342K · 681 shares
$339K · 2K shares
$338K · 12K shares
$334K · 10K shares
$330K · 4K shares
$322K · 2K shares
$322K · 2K shares
$322K · 6K shares
$316K · 2K shares
$308K · 49K shares
$306K · 8K shares
$306K · 6K shares
$304K · 725 shares
$294K · 2K shares
$291K · 9K shares
$279K · 7K shares
$273K · 5K shares
$270K · 32K shares
$265K · 51K shares
$264K · 2K shares
$262K · 10K shares
$260K · 12K shares
$259K · 9K shares
$257K · 5K shares
$257K · 2K shares
$254K · 1K shares
$251K · 25K shares
$247K · 3K shares
$246K · 28K shares
$243K · 9K shares
$243K · 13K shares
$241K · 40K shares
$238K · 565 shares
$234K · 9K shares
$230K · 850 shares
$230K · 3K shares
$222K · 13K shares
$217K · 2K shares
$212K · 9K shares
$203K · 3K shares
$187K · 42K shares
$176K · 38K shares
$166K · 49K shares
$125K · 29K shares
$123K · 153K shares
$80K · 17K shares
$74K · 30K shares
$58K · 10K shares
$44K · 59K shares
$35K · 40K shares
$29K · 10K shares
$27K · 34K shares
$5K · 12K shares
$1K · 29K shares
$0 · 24K shares
$0 · 33K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 64 | $60.0M | 46.3% |
| Technology | 23 | $25.5M | 19.7% |
| Unknown | 10 | $22.2M | 17.1% |
| Communication Services | 4 | $4.9M | 3.8% |
| Consumer Cyclical | 7 | $3.7M | 2.9% |
| Industrials | 8 | $3.6M | 2.8% |
| Healthcare | 6 | $3.2M | 2.5% |
| Consumer Defensive | 4 | $3.0M | 2.3% |
| Energy | 6 | $3.0M | 2.3% |
| Utilities | 2 | $351K | 0.3% |
| Basic Materials | 1 | $203K | 0.2% |
| Real Estate | 1 | $58K | 0.0% |