DOSSIER · 13F-HR · Q2 2026

BXM Wealth LLC

$184M in tracked AUM across 163 positions as of Q2 2026.

BW
CIK 0002052379 · last filed Jun 30, 2026
Total AUM
$184M
as of Q2 2026
Holdings
163
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

BXM Wealth LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$25M34K13.5%
02
GRNY
TIDAL TRUST I
$8M289K4.3%
03
VOO
VANGUARD INDEX FDS
$7M11K4.1%
04
AAPL
APPLE INC
$7M25K3.9%
05
AVGO
BROADCOM INC
$7M19K3.8%
06
GOOGL
ALPHABET INC
$5M13K2.5%
07
SCHD
SCHWAB STRATEGIC TR
$4M130K2.2%
08
NVDA
NVIDIA CORPORATION
$4M19K2.1%
09
MOAT
VANECK ETF TRUST
$3M33K1.9%
10
TQQQ
PROSHARES TR
$3M37K1.6%

Filing history

2026Q2Jun 30
$184M 41.5%
163 positionsView →
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