BXM Wealth LLC

Est. AUM

$129.9M

13F long equity, this entity only

Positions

131

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO QQQ TR	UNIT SER 1	$16.6M	28844	12.82%	SOLE
2	APPLE INC	COM	$6.0M	23538	4.60%	SOLE
3	BROADCOM INC	COM	$4.6M	14877	3.54%	SOLE
4	TIDAL TRUST I	FUNDSTRAT GRANNY	$4.4M	185134	3.40%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.2M	7088	3.26%	SOLE
6	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.0M	129746	3.06%	SOLE
7	EA SERIES TRUST	ALPHA ARCH 1-3	$3.3M	28490	2.55%	SOLE
8	ALPHABET INC	CAP STK CL A	$3.1M	10902	2.41%	SOLE
9	VANECK ETF TRUST	MRNGSTR WDE MOAT	$2.9M	29915	2.23%	SOLE
10	PROSHARES TR	ULTRAPRO QQQ	$2.9M	69338	2.22%	SOLE
11	ISHARES TR	CORE S&P SCP ETF	$2.4M	19103	1.83%	SOLE
12	INNOVATOR ETFS TRUST	US EQT ULTRA BF	$2.3M	55195	1.81%	SOLE
13	VANGUARD INDEX FDS	GROWTH ETF	$2.3M	5235	1.76%	SOLE
14	NVIDIA CORPORATION	COM	$2.3M	13059	1.75%	SOLE
15	ISHARES TR	EXPND TEC SC ETF	$2.1M	17622	1.61%	SOLE
16	JPMORGAN CHASE & CO	COM	$2.0M	6674	1.51%	SOLE
17	MICROSOFT CORP	COM	$1.9M	5001	1.42%	SOLE
18	PROSHARES TR	ULTRPRO S&P500	$1.8M	18799	1.40%	SOLE
19	CHEVRON CORPORATION	COM	$1.7M	8427	1.34%	SOLE
20	ISHARES TR	CORE MSCI INTL	$1.7M	20418	1.31%	SOLE
21	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.6M	6618	1.21%	SOLE
22	COSTCO WHOLESALE CORPORATION	COM	$1.5M	1489	1.14%	SOLE
23	ISHARES TR	MSCI USA MIN VOL	$1.4M	15124	1.08%	SOLE
24	TIDAL TRUST III	FUNDSTRAT GRANNY	$1.3M	51555	0.99%	SOLE
25	AMAZON COM INC	COM	$1.3M	6094	0.98%	SOLE
26	VANECK FDS	ONCHAIN ECONOMY	$1.1M	35224	0.88%	SOLE
27	WALMART INC	COM	$1.1M	8844	0.85%	SOLE
28	RTX CORPORATION	COM	$1.1M	5513	0.82%	SOLE
29	ORACLE CORP	COM	$1.0M	7122	0.81%	SOLE
30	JOHNSON & JOHNSON	COM	$1.0M	4278	0.81%	SOLE
31	INTERNATIONAL BUSINESS MACHS	COM	$1.0M	4187	0.78%	SOLE
32	FIDELITY COVINGTON TRUST	DISRUPTIVE TECH	$954K	25840	0.73%	SOLE
33	PACER FDS TR	GLOBL CASH ETF	$935K	20215	0.72%	SOLE
34	ISHARES GOLD TR	ISHARES NEW	$908K	10300	0.70%	SOLE
35	VANGUARD INDEX FDS	SMALL CP ETF	$906K	3460	0.70%	SOLE
36	WEDBUSH SER TR	DAN IVES WEDBUSH	$896K	31580	0.69%	SOLE
37	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$884K	16000	0.68%	SOLE
38	META PLATFORMS INC	CL A	$864K	1510	0.67%	SOLE
39	CISCO SYS INC	COM	$859K	11076	0.66%	SOLE
40	ABBVIE INC	COM	$822K	3778	0.63%	SOLE
41	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$805K	2728	0.62%	SOLE
42	ISHARES TR	CORE S&P500 ETF	$791K	1211	0.61%	SOLE
43	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$785K	33881	0.60%	SOLE
44	MASTERCARD INCORPORATED	CL A	$785K	1570	0.60%	SOLE
45	TEXAS INSTRS INC	COM	$778K	4006	0.60%	SOLE
46	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$766K	2268	0.59%	SOLE
47	LOWES COS INC	COM	$763K	3231	0.59%	SOLE
48	NOVARTIS AG	SPONSORED ADR	$739K	4840	0.57%	SOLE
49	PALANTIR TECHNOLOGIES INC	CL A	$729K	4985	0.56%	SOLE
50	EXXON MOBIL CORP	COM	$714K	4209	0.55%	SOLE

1–50 of 131

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.