BXM Wealth LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, BXM Wealth LLC held in its portfolio 135 assets valued at $129,686,799 (i.e. $129.69M).
The most valuable assets in the portfolio included: INVESCO QQQ TR ($18.14M), APPLE INC ($6.24M), and BROADCOM INC ($5.02M).
The chart below shows the top 10 valuable assets, and the table below shows the top 135 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BXM Wealth LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TR | 219962 | 18138426 | UNIT SER 1 |
| APPLE INC | 202094 | 6236766 | COM |
| BROADCOM INC | 144289 | 5019297 | COM |
| TIDAL TRUST I | 372557 | 4003655 | FUNDSTRAT GRANNY |
| VANGUARD INDEX FDS | 59424 | 3837009 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 134698 | 3694770 | US DIVIDEND EQ |
| PROSHARES TR | 117213 | 3651137 | ULTRAPRO QQQ |
| PROSHARES TR | 201623 | 3307832 | ULTRPRO S&P500 |
| ALPHABET INC | 146283 | 3268363 | CAP STK CL A |
| EA SERIES TRUST | 294667 | 3249286 | ALPHA ARCH 1-3 |
| VANECK ETF TRUST | 99078 | 3022038 | MRNGSTR WDE MOAT |
| ISHARES TR | 19097 | 2466569 | EXPND TEC SC ETF |
| VANGUARD INDEX FDS | 4900 | 2390514 | GROWTH ETF |
| ISHARES TR | 19101 | 2295558 | CORE S&P SCP ETF |
| NVIDIA CORPORATION | 135324 | 2282302 | COM |
| MICROSOFT CORP | 116310 | 2222050 | COM |
| JPMORGAN CHASE & CO. | 57907 | 2046677 | COM |
| ISHARES TR | 20412 | 1683582 | CORE MSCI INTL |
| INVESCO EXCH TRADED FD TR II | 6607 | 1671042 | NASDAQ 100 ETF |
| ISHARES TR | 15124 | 1424076 | MSCI USA MIN VOL |
| COSTCO WHSL CORP NEW | 9323 | 1347144 | COM |
| ORACLE CORP | 83217 | 1328169 | COM |
| AMAZON COM INC | 97060 | 1305683 | COM |
| INTERNATIONAL BUSINESS MACHS | 53293 | 1221144 | COM |
| CHEVRON CORP NEW | 114967 | 1192932 | COM |
| VANECK FDS | 83826 | 1163095 | ONCHAIN ECONOMY |
| FIDELITY COVINGTON TRUST | 74928 | 1062070 | DISRUPTIVE TECH |
| META PLATFORMS INC | 21324 | 1004047 | CL A |
| WALMART INC | 87367 | 996041 | COM |
| RTX CORPORATION | 61930 | 964810 | COM |
| ISHARES TR | 1408 | 964432 | CORE S&P500 ETF |
| FIDELITY COVINGTON TRUST | 16000 | 907040 | HIGH DIVID ETF |
| VANGUARD SCOTTSDALE FDS | 2928 | 904869 | VNG RUS1000IDX |
| WEDBUSH SER TR | 101572 | 899872 | DAN IVES WEDBUSH |
| MASTERCARD INCORPORATED | 1570 | 896300 | CL A |
| TIDAL TRUST III | 34410 | 879176 | FUNDSTRAT GRANNY |
| ABBVIE INC | 7452 | 867364 | COM |
| PALANTIR TECHNOLOGIES INC | 13678 | 851473 | CL A |
| CISCO SYS INC | 31172 | 840891 | COM |
| VANGUARD INDEX FDS | 67729 | 836266 | SMALL CP ETF |
| ISHARES GOLD TR | 10300 | 836051 | ISHARES NEW |
| PACER FDS TR | 20215 | 833262 | GLOBL CASH ETF |
| JOHNSON & JOHNSON | 72240 | 817081 | COM |
| LOWES COS INC | 33251 | 749159 | COM |
| INVESCO EXCHANGE TRADED FD T | 16441 | 748230 | S&P500 EQL TEC |
| INVESCO EXCH TRD SLF IDX FD | 31686 | 739558 | INVSCO BLSH 26 |
| VANECK ETF TRUST | 19195 | 729986 | FABLESS SEMICOND |
| TAIWAN SEMICONDUCTOR MFG LTD | 41753 | 682971 | SPONSORED ADS |
| NOVARTIS AG | 42817 | 676254 | SPONSORED ADR |
| TEXAS INSTRS INC | 47134 | 652746 | COM |
| TESLA INC | 7287 | 648060 | COM |
| QUALCOMM INC | 42210 | 637104 | COM |
| ILLINOIS TOOL WKS INC | 21794 | 636271 | COM |
| INVESCO EXCH TRD SLF IDX FD | 27851 | 629830 | BULETSHS 2027 |
| PROCTER AND GAMBLE CO | 58683 | 605865 | COM |
| SPDR SERIES TRUST | 11963 | 591902 | STATE STREET SPD |
| ALPS ETF TR | 10000 | 577000 | OSHARES US QUALT |
| J P MORGAN EXCHANGE TRADED F | 12369 | 572556 | INCOME ETF |
| ISHARES TR | 1166 | 551798 | RUS 1000 GRW ETF |
| EXXON MOBIL CORP | 4333 | 521457 | COM |
| CATERPILLAR INC | 40985 | 506487 | COM |
| STRYKER CORPORATION | 1436 | 504711 | COM |
| FIRST TR EXCH TRADED FD III | 25000 | 484750 | INSTL PFD SECS |
| VANECK ETF TRUST | 8603 | 439785 | HIGH YLD MUNIETF |
| AFLAC INC | 3872 | 426965 | COM |
| ALPS ETF TR | 9750 | 426465 | OSHARES US SMLCP |
| SALESFORCE INC | 1440 | 414068 | COM |
| INVESCO EXCH TRADED FD TR II | 5721 | 408594 | S&P500 LOW VOL |
| MONOLITHIC PWR SYS INC | 450 | 407862 | COM |
| EMERSON ELEC CO | 3051 | 404929 | COM |
| ACCENTURE PLC IRELAND | 1509 | 404865 | SHS CLASS A |
| FORTINET INC | 4900 | 389109 | COM |
| VISA INC | 32999 | 380290 | COM CL A |
| WILLIAMS COS INC | 6146 | 369436 | COM |
| ABBOTT LABS | 28772 | 355655 | COM |
| PARKER-HANNIFIN CORP | 62803 | 349018 | COM |
| DISNEY WALT CO | 6013 | 347593 | COM |
| SCHWAB STRATEGIC TR | 11630 | 346807 | INTERNL DIVID |
| AMGEN INC | 27240 | 345392 | COM |
| MCDONALDS CORP | 22215 | 344338 | COM |
| BERKSHIRE HATHAWAY INC DEL | 681 | 342305 | CL B NEW |
| 3M CO | 2119 | 339252 | COM |
| KINDER MORGAN INC DEL | 12300 | 338127 | COM |
| SHOPIFY INC | 10124 | 334063 | CL A SUB VTG SHS |
| WELLS FARGO CO NEW | 3548 | 330663 | COM |
| M & T BK CORP | 1600 | 322368 | COM |
| PALO ALTO NETWORKS INC | 1750 | 322350 | COM |
| DUKE ENERGY CORP NEW | 6263 | 322006 | COM NEW |
| SELECT SECTOR SPDR TR | 2199 | 316566 | STATE STREET TEC |
| VANECK ETF TRUST | 48752 | 308044 | SEMICONDUCTR ETF |
| MERCK & CO INC | 8072 | 306777 | COM |
| HOME DEPOT INC | 6052 | 306264 | COM |
| MONGODB INC | 725 | 304275 | CL A |
| PHILLIPS 66 | 2280 | 294211 | COM |
| NETFLIX INC | 8731 | 291185 | COM |
| BNY MELLON ETF TRUST | 7425 | 279355 | GLOBAL INFRASCTR |
| BRITISH AMERN TOB PLC | 4825 | 273192 | SPONSORED ADR |
| AMERICAN EXPRESS CO | 32177 | 270518 | COM |
| GENUINE PARTS CO | 51096 | 265746 | COM |
| NRG ENERGY INC | 1662 | 264657 | COM NEW |
| REGIONS FINANCIAL CORP NEW | 9675 | 262193 | COM |
| INVESCO EXCH TRD SLF IDX FD | 11854 | 260778 | INVSCO 28 HYCORP |
| BNY MELLON ETF TRUST II | 8925 | 259004 | DYNAMIC VALUE |
| ARISTA NETWORKS INC | 1968 | 257867 | COM SHS |
| FIDELITY COVINGTON TRUST | 5355 | 257437 | DISRUPTIVE COMMU |
| INVESCO EXCHANGE TRADED FD T | 1330 | 254775 | S&P500 EQL WGT |
| FUTURECREST ACQUISITION CORP | 24888 | 251369 | CL A ORD SHS |
| ISHARES TR | 3465 | 247062 | RUSSELL 2000 ETF |
| BITMINE IMMERSION TECNOLOGIE | 28224 | 246840 | COM NEW |
| GOLDMAN SACHS GROUP INC | 13462 | 243498 | COM |
| FIDELITY COVINGTON TRUST | 8990 | 243180 | DISRUPTIVE MEDIC |
| CONOCOPHILLIPS | 40016 | 241165 | COM |
| QUANTA SVCS INC | 565 | 238464 | COM |
| UBER TECHNOLOGIES INC | 2824 | 230749 | COM |
| ANALOG DEVICES INC | 850 | 230520 | COM |
| ALPS ETF TR | 13349 | 222286 | ELECTRIFICATION |
| APOLLO GLOBAL MGMT INC | 1500 | 217140 | COM |
| MORGAN STANLEY | 9006 | 212192 | COM NEW |
| BHP GROUP LTD | 3375 | 203749 | SPONSORED ADS |
| LOCKHEED MARTIN CORP | 41984 | 187750 | COM |
| VANGUARD WORLD FD | 37923 | 176444 | INF TECH ETF |
| DELL TECHNOLOGIES INC | 48522 | 166189 | CL C |
| GALLAGHER ARTHUR J & CO | 28950 | 125106 | COM |
| AMERICAN CENTY ETF TR | 152545 | 123600 | FOCUSED DYNAMIC |
| NIKE INC | 16616 | 80643 | CL B |
| BITWISE BITCOIN ETF TR | 30324 | 74085 | SHS BEN INT |
| OPENDOOR TECHNOLOGIES INC | 10000 | 58300 | COM |
| INNOVATOR ETFS TRUST | 58517 | 44720 | GRWT ACLRTD PLUS |
| COCA COLA CO | 40344 | 35220 | COM |
| CONSOLIDATED EDISON INC | 10232 | 29896 | COM |
| J P MORGAN EXCHANGE TRADED F | 34225 | 27323 | US QUALTY FCTR |
| SANGAMO THERAPEUTICS INC | 12450 | 5229 | COM |
| FIRST TR EXCHANGE-TRADED FD | 28875 | 1650 | COMMON SHS |
| ISHARES TR | 33292 | 315 | EXPANDED TECH |
| DIREXION SHS ETF TR | 24267 | 110 | DRX S&P500BULL |
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