§ 13F · FUND PROFILE
BXM Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $84.2T (13F)Positions · 108Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 220K | $18.1T | 14.0% | — |
| 2 | AAPL | APPLE INC | 202K | $6.2T | 4.8% | +830% |
| 3 | AVGO | BROADCOM INC | 144K | $5.0T | 3.9% | +702% |
| 4 | GRNY | TIDAL TRUST I | 373K | $4.0T | 3.1% | +303% |
| 5 | VOO | VANGUARD INDEX FDS | 59K | $3.8T | 3.0% | +613% |
| 6 | SCHD | SCHWAB STRATEGIC TR | 135K | $3.7T | 2.8% | +171% |
| 7 | TQQQ | PROSHARES TR | 117K | $3.7T | 2.8% | +603% |
| 8 | UPRO | PROSHARES TR | 202K | $3.3T | 2.6% | NEW |
| 9 | GOOGL | ALPHABET INC | 146K | $3.3T | 2.5% | — |
| 10 | BOXX | EA SERIES TRUST | 295K | $3.2T | 2.5% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BXM SIGNAL
AC read
BXM Wealth LLC is a Other fund managing $84159.0 trillion in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed