§ 13F · FUND PROFILE
BXM Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $106M (13F)Positions · 129Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 29K | $17M | 12.8% | −87% |
| 2 | AAPL | APPLE INC | 24K | $6M | 4.6% | −88% |
| 3 | AVGO | BROADCOM INC | 15K | $5M | 3.5% | −90% |
| 4 | GRNY | TIDAL TRUST I | 185K | $4M | 3.4% | −50% |
| 5 | VOO | VANGUARD INDEX FDS | 7K | $4M | 3.3% | −88% |
| 6 | SCHD | SCHWAB STRATEGIC TR | 130K | $4M | 3.1% | −4% |
| 7 | BOXX | EA SERIES TRUST | 28K | $3M | 2.6% | −90% |
| 8 | GOOGL | ALPHABET INC | 11K | $3M | 2.4% | −93% |
| 9 | MOAT | VANECK ETF TRUST | 30K | $3M | 2.2% | −70% |
| 10 | TQQQ | PROSHARES TR | 69K | $3M | 2.2% | −41% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BXM SIGNAL
AC read
BXM Wealth LLC is a Other fund managing $106 million in assets. The fund runs a portfolio of 129 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed