DOSSIER · 13F-HR · Q1 2026

BXM Wealth LLC

$130M in tracked AUM across 131 positions as of Q1 2026.

BW
CIK 0002052379 · last filed Mar 31, 2026
Total AUM
$130M
as of Q1 2026
Holdings
131
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$130M 0.2%
131 positionsView →
2025Q4Dec 31
$130M 22.8%
136 positionsView →
2025Q3Sep 30
$106M 25.4%
129 positionsView →
2025Q2Jun 30
$84M 1.1%
108 positionsLocked
2025Q1Mar 31
$83M 16.5%
103 positionsLocked
2024Q4Dec 31
$71M
96 positionsLocked