§ 13F · FUND PROFILE
BXM Wealth LLC.
AUM · $184M (13F)Positions · 163Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 34K | $25M | 13.5% | +17% |
| 2 | GRNY | TIDAL TRUST I | 289K | $8M | 4.3% | +56% |
| 3 | VOO | VANGUARD INDEX FDS | 11K | $7M | 4.1% | +53% |
| 4 | AAPL | APPLE INC | 25K | $7M | 3.9% | +5% |
| 5 | AVGO | BROADCOM INC | 19K | $7M | 3.8% | +26% |
| 6 | GOOGL | ALPHABET INC | 13K | $5M | 2.5% | +18% |
| 7 | SCHD | SCHWAB STRATEGIC TR | 130K | $4M | 2.2% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION | 19K | $4M | 2.1% | +44% |
| 9 | MOAT | VANECK ETF TRUST | 33K | $3M | 1.9% | +11% |
| 10 | TQQQ | PROSHARES TR | 37K | $3M | 1.6% | −46% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BXM SIGNAL
AC read
BXM Wealth LLC is a Other fund managing $184 million in assets. The fund runs a portfolio of 163 positions.
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