13F Insight
DOSSIER · 13F-HR · Q1 2026

BXM Wealth LLC

BXM Wealth's pension fund based in Chicago, IL — $130M in tracked AUM across 131 positions as of Q1 2026.

BW
BXM Wealth·Chicago, IL·Pension Fund
CIK 0002052379 · last filed Mar 31, 2026
Total AUM
$130M
▼ 1.3%
vs prior
Holdings
131
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BXM Wealth LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$17M29K12.8%
02
AAPL
APPLE INC
$6M24K4.6%
03
AVGO
BROADCOM INC
$5M15K3.5%
04
GRNY
TIDAL TRUST I
$4M185K3.4%
05
VOO
VANGUARD INDEX FDS
$4M7K3.3%
06
SCHD
SCHWAB STRATEGIC TR
$4M130K3.1%
07
BOXX
EA SERIES TRUST
$3M28K2.6%
08
GOOGL
ALPHABET INC
$3M11K2.4%
09
MOAT
VANECK ETF TRUST
$3M30K2.2%
10
TQQQ
PROSHARES TR
$3M69K2.2%

Filing history

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