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CIK: 0002052379
Total reported value
$183.8M
$183.8M
129 檔
12.8%
During the Q3 2025 filing period, BXM Wealth LLC (CIK: 0002052379) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $183.8M across 129 reported positions.
In Q3 2025, BXM Wealth LLC displayed an active expansion posture, initiating 41 new positions and adding to 52 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 5.63% | +0.30% | +25.04% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.60% | +0.66% | +57.15% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.24% | -0.70% | +3.78% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.92% | +0.30% | +45.77% | |
| 5 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 2.86% | -0.58% | -59.04% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.79% | +0.79% | +194.56% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.68% | +0.08% | +9.39% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.46% | -0.36% | — | |
| 9 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.31% | -0.05% | — | |
| 10 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 2.19% | +0.95% | +40.15% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.18% | -0.30% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | -0.09% | +23.41% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 2.05% | -0.14% | +16.62% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.02% | -0.15% | +17.80% | |
| 15 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.55% | -0.13% | — | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.43% | -0.30% | +13.56% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.36% | -0.29% | -3.51% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.27% | -0.14% | +77.53% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.26% | -0.05% | +14.58% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.24% | -0.38% | +1.51% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.23% | -0.82% | -13.20% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | -0.14% | -3.96% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 1.09% | +0.08% | +34.47% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | -0.22% | +15.06% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.97% | +0.28% | +52.66% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.96% | -0.14% | +21.17% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 0.96% | -0.16% | +17.21% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | -0.07% | +16.22% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.05% | +34.22% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.03% | -1.60% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 0.85% | +0.16% | +25.81% | |
| 32 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.84% | -0.16% | — | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.80% | -0.16% | — | |
| 34 | FDTX | Fidelity Disrupt Tech ETF | ETF-Tech | 0.76% | +0.08% | -1.28% | |
| 35 | VONE | Vanguard Russell 1000 | ETF-Other | 0.74% | -0.12% | — | |
| 36 | ITW | Illinois Tool Works | Stock-Industrials | 0.74% | -0.09% | +11.84% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.71% | -0.21% | — | |
| 38 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | — | — | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | -0.02% | -9.41% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.69% | +0.02% | +19.68% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.68% | — | +27.03% | |
| 42 | SMHX | Vaneck Fables Smicndctr ETF | ETF-Other | 0.66% | +0.11% | -6.43% | |
| 43 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.63% | -0.16% | +5.14% | |
| 44 | IAU | Ishares Gold Trust | ETF-Commodities | 0.62% | -0.28% | -11.87% | |
| 45 | BMNR | Bitmine Immersion Technologi | Stock-Financials | 0.62% | -0.06% | — | |
| 46 | FPEI | First Trust Institutional Pr | ETF-Other | 0.61% | -0.11% | — | |
| 47 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.58% | -1.21% | +13.73% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.17% | +17.23% | |
| 49 | BKGI | Bny Mellon Glbl Infra Inc | ETF-Other | 0.57% | +0.21% | — | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.06% | +50.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.5% | +25.04% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1.3% | +194.56% | Add |
| 3 | NVDA | Nvidia CORP | +0.9% | +45.77% | Add |
| 4 | ORCL | Oracle CORP | +0.9% | +16.62% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.7% | +9.39% | Add |
| 6 | PLTR | Palantir Technologies Inc-a | +0.5% | +21.17% | Add |
| 7 | MSFT | Microsoft CORP | +0.4% | +23.41% | Add |
| 8 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.3% | +40.15% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | +17.80% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.3% | +52.66% | Add |
| 11 | PH | Parker Hannifin CORP | +0.2% | +78.17% | Add |
| 12 | TQQQ | Proshares Ultrapro Qqq | +0.2% | -59.04% | Trim |
| 13 | TSLA | Tesla Inc | +0.2% | -9.41% | Trim |
| 14 | PM | Philip Morris International | +0.2% | — | Add |
| 15 | ABBV | Abbvie Inc | +0.1% | +34.47% | Add |
| 16 | RTX | Rtx CORP | +0.1% | +17.21% | Add |
| 17 | V | Visa Inc-class A Shares | +0.1% | +52.71% | Add |
| 18 | RF | Regions Financial CORP | +0.1% | +45.77% | Add |
| 19 | EMR | Emerson Electric Co | +0.1% | +35.00% | Add |
| 20 | MCD | Mcdonald's CORP | +0.1% | +50.72% | Add |
| 21 | MPWR | Monolithic Power Systems Inc | +0.1% | — | Unchanged |
| 22 | AMZN | Amazon.com Inc | +0.1% | -3.96% | Add |
| 23 | WMT | Walmart Inc | +0.1% | +15.06% | Add |
| 24 | CAT | Caterpillar Inc | +0.1% | -2.29% | Add |
| 25 | META | Meta Platforms Inc-class A | +0.1% | -1.60% | Add |
| 26 | GPC | Genuine Parts Co | +0.1% | +23.71% | Add |
| 27 | WFC | Wells Fargo & Co | +0.1% | +16.14% | Add |
| 28 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 29 | COP | Conocophillips | 0% | +57.72% | Add |
| 30 | KO | Coca-cola Co/the | 0% | +71.55% | Add |
| 31 | CAVA | Cava Group Inc | 0% | — | Add |
| 32 | IBM | Intl Business Machines CORP | 0% | +14.58% | Add |
| 33 | TXN | Texas Instruments Inc | 0% | +25.81% | Add |
| 34 | ABT | Abbott Laboratories | 0% | +27.39% | Add |
| 35 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 36 | KMI | Kinder Morgan, Inc. | 0% | +43.00% | Add |
| 37 | IVV | Ishares Core S&p 500 ETF | 0% | — | Add |
| 38 | PANW | Palo Alto Networks Inc | — | — | Add |
| 39 | SGMOQ | Sangamo Therapeutics Inc | — | -0.80% | Trim |
| 40 | MMM | 3m Co | 0% | +15.73% | Add |
| 41 | NVS | Novartis Ag-sponsored Adr | 0% | +5.14% | Add |
| 42 | DUK | Duke Energy CORP | 0% | +46.38% | Add |
| 43 | IDEV | Ishares Core Msci Dev Mkts | 0% | — | Unchanged |
| 44 | DIS | Walt Disney Co/the | 0% | -2.28% | Trim |
| 45 | ITW | Illinois Tool Works | -0.1% | +11.84% | Add |
| 46 | WMB | Williams Cos Inc | -0.1% | +5.36% | Add |
| 47 | PSX | Phillips 66 | -0.1% | — | Unchanged |
| 48 | SO | Southern Co/the | -0.1% | — | Unchanged |
| 49 | XOM | Exxon Mobil CORP | -0.1% | +17.23% | Add |
| 50 | AMGN | Amgen Inc | -0.1% | +50.10% | Add |
According to official SEC Form 13F filings, BXM Wealth LLC reported a total U.S. public equity portfolio value of $183.8M across 129 disclosed positions in Q3 2025.
During Q3 2025, BXM Wealth LLC's top holdings by market value included AVGO (5.6%)、QQQ (5.6%)、AAPL (5.2%). The largest single position, AVGO, represented 5.6% 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 terms of portfolio concentration, the top 5 core holdings (including AVGO, QQQ, AAPL) accounted for 12.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
QQQM
市值: $1.6M
Top Position Liquidated / Trimmed
BRK-A
前期市值: $2.4M
In Q3 2025, BXM Wealth LLC made 129 total portfolio adjustments, initiating 41 new buys, adding to 52 positions, trimming 21 holdings, and fully liquidating 15 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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