13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002052379
Total reported value
$183.8M
$183.8M
103 檔
9.5%
The Q1 2025 SEC filing reveals that BXM Wealth LLC held a total portfolio value of $183.8M, covering 103 public equity positions.
During Q1 2025, BXM Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, AAPL, MOAT) accounted for 9.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.86% | +0.66% | +80.87% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.67% | -0.70% | +7.75% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.30% | -0.36% | +565.86% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.11% | +0.30% | +3.71% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.08% | -0.06% | +0.21% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.88% | — | — | |
| 7 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.81% | -0.05% | +39.07% | |
| 8 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 2.70% | -0.58% | +41.30% | |
| 9 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 2.30% | -0.03% | +65.03% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.14% | -0.30% | — | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.13% | -0.30% | +18.73% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.08% | +24.62% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | +0.30% | +17.84% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.92% | -0.14% | +5.01% | |
| 15 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.85% | +0.95% | — | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.80% | -0.29% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | -0.15% | +4.30% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.09% | +19.63% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.58% | -0.38% | +4.91% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.58% | -0.82% | +4.60% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | +0.79% | -22.31% | |
| 22 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.39% | -1.21% | +0.73% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.24% | -0.05% | +3.68% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | -0.14% | +51.74% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.11% | -0.14% | -0.38% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | -0.07% | +6.73% | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 1.08% | -0.28% | — | |
| 28 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 1.05% | — | +3.80% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.05% | -11.31% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.97% | -0.16% | -0.07% | |
| 31 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.95% | -0.16% | — | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.95% | +0.08% | +9.75% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.22% | -6.64% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.89% | — | +46.74% | |
| 35 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.85% | +0.44% | NEW | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.84% | +0.16% | +1.83% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.83% | -0.21% | +7.85% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.82% | -0.16% | — | |
| 39 | VONE | Vanguard Russell 1000 | ETF-Other | 0.81% | -0.12% | -1.49% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.03% | +89.66% | |
| 41 | ITW | Illinois Tool Works | Stock-Industrials | 0.79% | -0.09% | -0.45% | |
| 42 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.77% | — | -8.44% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.76% | +0.02% | — | |
| 44 | FPEI | First Trust Institutional Pr | ETF-Other | 0.75% | -0.11% | — | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.73% | — | +102.14% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.72% | +0.28% | +10.89% | |
| 47 | FDG | American Century Focused Dyn | ETF-Other | 0.69% | — | +16.84% | |
| 48 | FTNT | Fortinet Inc | Stock-Tech | 0.67% | +0.15% | — | |
| 49 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.67% | -0.16% | -0.60% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.66% | — | — |
According to official SEC Form 13F filings, BXM Wealth LLC reported a total U.S. public equity portfolio value of $183.8M across 103 disclosed positions in Q1 2025.
During Q1 2025, BXM Wealth LLC's top holdings by market value included QQQ (5.9%)、AAPL (5.7%)、MOAT (3.3%). The largest single position, QQQ, represented 5.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2025, BXM Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.