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CIK: 0002052379
Total reported value
$183.8M
$183.8M
108 檔
10.0%
At the close of Q2 2025, BXM Wealth LLC disclosed equity holdings valued at approximately $183.8M, spread across 108 reported holdings.
During Q2 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 AAPL, QQQ, AVGO) accounted for 10.0% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.11% | -0.70% | -1.53% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.91% | +0.66% | -27.10% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.72% | +0.30% | -6.60% | |
| 4 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 4.01% | -0.58% | +3.54% | |
| 5 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 3.17% | -0.03% | +12.70% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.92% | -0.36% | -16.08% | |
| 7 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.58% | -0.05% | -25.23% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.50% | -0.30% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.22% | +0.08% | -0.94% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.12% | +0.30% | -25.64% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | -0.09% | -9.21% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.97% | -0.15% | -3.60% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.91% | +0.79% | +13.24% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.80% | -0.82% | +21.13% | |
| 15 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.78% | -0.13% | — | |
| 16 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.77% | +0.95% | -21.85% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.75% | -0.29% | -2.18% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.72% | -0.14% | +0.38% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.64% | -0.38% | +0.36% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | -0.14% | +20.76% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.46% | -0.30% | -20.06% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.44% | -0.05% | -0.60% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.03% | +8.14% | |
| 24 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 1.07% | — | -10.79% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.03% | -0.22% | — | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.02% | -0.07% | -1.30% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 1.00% | -0.16% | +1.64% | |
| 28 | FDTX | Fidelity Disrupt Tech ETF | ETF-Tech | 0.99% | +0.08% | — | |
| 29 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.99% | -0.16% | — | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.96% | +0.16% | — | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.91% | -0.14% | -56.01% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.90% | -0.16% | — | |
| 33 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.88% | -1.21% | -36.24% | |
| 34 | VONE | Vanguard Russell 1000 | ETF-Other | 0.87% | -0.12% | -1.89% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | +0.08% | -2.13% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.81% | — | -4.20% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.80% | +0.28% | — | |
| 38 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.80% | — | -12.62% | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.79% | -0.21% | — | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.78% | -0.09% | — | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.76% | -0.28% | -33.31% | |
| 42 | FPEI | First Trust Institutional Pr | ETF-Other | 0.76% | -0.11% | — | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.75% | -0.14% | +11.77% | |
| 44 | SMHX | Vaneck Fables Smicndctr ETF | ETF-Other | 0.72% | +0.11% | — | |
| 45 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.71% | -0.16% | -1.00% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.70% | — | -3.98% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.69% | +0.02% | -12.43% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.05% | -24.87% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | -0.02% | +3.91% | |
| 50 | FDG | American Century Focused Dyn | ETF-Other | 0.66% | — | -18.25% |
According to official SEC Form 13F filings, BXM Wealth LLC reported a total U.S. public equity portfolio value of $183.8M across 108 disclosed positions in Q2 2025.
During Q2 2025, BXM Wealth LLC's top holdings by market value included AAPL (5.1%)、QQQ (4.9%)、AVGO (4.7%). The largest single position, AAPL, represented 5.1% of total portfolio value.
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In Q2 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.
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