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CIK: 0002052379
Total reported value
$183.8M
$183.8M
136 檔
20.3%
The Q4 2025 SEC filing reveals that BXM Wealth LLC held a total portfolio value of $183.8M, covering 136 public equity positions.
In Q4 2025, BXM Wealth LLC displayed an active expansion posture, initiating 27 new positions and adding to 81 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, AAPL, AVGO) accounted for 20.3% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 13.99% | +0.66% | +1744.85% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.81% | -0.70% | +829.51% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.87% | +0.30% | +701.56% | |
| 4 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 3.09% | +0.95% | +302.94% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.96% | +0.79% | +612.60% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.85% | -0.82% | +170.95% | |
| 7 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 2.82% | -0.58% | +603.18% | |
| 8 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 2.55% | -1.22% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.52% | +0.08% | +1155.22% | |
| 10 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.51% | -1.21% | +3831.51% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.33% | -0.36% | +278.54% | |
| 12 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.90% | -0.05% | -1.16% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.84% | -0.30% | +2.21% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.77% | -0.24% | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.76% | +0.30% | +720.15% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -0.09% | +2616.89% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | -0.15% | +757.75% | |
| 18 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.30% | -0.34% | +258.11% | |
| 19 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.29% | -0.13% | +0.03% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.10% | -0.29% | — | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.38% | +558.87% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.02% | -0.14% | +980.04% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | -0.14% | +1568.84% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.94% | -0.05% | +1028.61% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.92% | -0.30% | +1081.33% | |
| 26 | NODE | Vaneck Onchain Economy ETF | ETF-Other | 0.90% | +0.05% | — | |
| 27 | FDTX | Fidelity Disrupt Tech ETF | ETF-Tech | 0.82% | +0.08% | +254.60% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.03% | +1635.07% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.22% | +755.37% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.74% | -0.16% | +918.25% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.12% | +223.68% | |
| 32 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.70% | -0.16% | — | |
| 33 | VONE | Vanguard Russell 1000 | ETF-Other | 0.70% | -0.12% | +12.62% | |
| 34 | IVES | Dan Wedbush Ai Rev ETF | ETF-Other | 0.69% | +0.11% | +815.89% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | -0.16% | +5.30% | |
| 36 | GRNJ | Fundstr Gran Sh US Sm & Mid | ETF-Other | 0.68% | +0.47% | — | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.08% | +50.55% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.66% | -0.14% | +145.13% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.65% | +0.28% | +109.15% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.64% | -0.14% | +1102.36% | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.64% | -0.28% | +14.44% | |
| 42 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.64% | -0.33% | +150.34% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.05% | +1361.76% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.58% | -0.21% | +1015.06% | |
| 45 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.58% | — | — | |
| 46 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.57% | -0.26% | +91.14% | |
| 47 | SMHX | Vaneck Fables Smicndctr ETF | ETF-Other | 0.56% | +0.11% | +6.08% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.53% | +0.20% | — | |
| 49 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.52% | -0.16% | +726.90% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.50% | +0.16% | +862.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +8.4% | +1744.85% | Add |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | +1.9% | +3831.51% | Add |
| 3 | SCHD | Schwab US Dvd Equity ETF | +1.6% | +170.95% | Add |
| 4 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.9% | +302.94% | Add |
| 5 | IDEV | Ishares Core Msci Dev Mkts | +0.9% | +258.11% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.5% | +223.68% | Add |
| 7 | GCOW | Pacer Global Cash Cows Divid | +0.3% | +150.34% | Add |
| 8 | IVES | Dan Wedbush Ai Rev ETF | +0.3% | +815.89% | Add |
| 9 | OUSA | Alps Oshares US Quality Divi | +0.2% | +300.00% | Add |
| 10 | BSJQ | Invesco Bulletshares 2026 Hy | +0.2% | +91.14% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +612.60% | Add |
| 12 | BSJR | Invesco Bulletshares 2027 Hy | +0.1% | +67.31% | Add |
| 13 | SCHY | Schwab International Dvd ETF | +0.1% | +57.48% | Add |
| 14 | FDTX | Fidelity Disrupt Tech ETF | +0.1% | +254.60% | Add |
| 15 | MRK | Merck & Co. Inc. | 0% | +217.42% | Add |
| 16 | IAU | Ishares Gold Trust | 0% | +14.44% | Add |
| 17 | CAT | Caterpillar Inc | — | +4699.18% | Add |
| 18 | JPIE | Jpmorgan Income ETF | 0% | +20.18% | Add |
| 19 | PANW | Palo Alto Networks Inc | 0% | +30.60% | Add |
| 20 | SGMOQ | Sangamo Therapeutics Inc | 0% | — | Unchanged |
| 21 | XLK | Ss Technology Select Sector | 0% | +127.64% | Add |
| 22 | MDB | Mongodb Inc | 0% | -14.71% | Trim |
| 23 | PWR | Quanta Services Inc | 0% | +8.65% | Add |
| 24 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 25 | NRG | Nrg Energy Inc | 0% | +8.98% | Add |
| 26 | BTI | British American Tob-sp Adr | 0% | — | Unchanged |
| 27 | TQQQ | Proshares Ultrapro Qqq | 0% | +603.18% | Add |
| 28 | VONE | Vanguard Russell 1000 | 0% | +12.62% | Add |
| 29 | AFL | Aflac Inc | 0% | +11.52% | Add |
| 30 | OPEN | Opendoor Technologies Inc | 0% | — | Unchanged |
| 31 | SMH | Vaneck Semiconductor ETF | 0% | +5269.16% | Add |
| 32 | BSJS | Invesco Bulletshares 2028 Hy | 0% | +1.28% | Add |
| 33 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | — | Unchanged |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +3.50% | Add |
| 35 | MTB | M & T Bank CORP | -0.1% | — | Unchanged |
| 36 | NFLX | Netflix Inc | -0.1% | +3537.92% | Add |
| 37 | IWF | Ishares Russell 1000 Growth | -0.1% | +4.95% | Add |
| 38 | PSX | Phillips 66 | -0.1% | — | Unchanged |
| 39 | DIS | Walt Disney Co/the | -0.1% | +95.16% | Add |
| 40 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | — | Unchanged |
| 41 | SYK | Stryker CORP | -0.1% | +8.87% | Add |
| 42 | WFC | Wells Fargo & Co | -0.1% | -13.82% | Trim |
| 43 | HYD | Vaneck High Yield Muni ETF | -0.1% | — | Unchanged |
| 44 | META | Meta Platforms Inc-class A | -0.1% | +1635.07% | Add |
| 45 | MPWR | Monolithic Power Systems Inc | -0.1% | — | Unchanged |
| 46 | DELL | Dell Technologies -c | -0.1% | +2923.18% | Add |
| 47 | SMHX | Vaneck Fables Smicndctr ETF | -0.1% | +6.08% | Add |
| 48 | WMB | Williams Cos Inc | -0.1% | -1.71% | Trim |
| 49 | UBER | Uber Technologies Inc | -0.1% | -10.43% | Trim |
| 50 | MA | Mastercard Inc - A | -0.1% | +5.30% | Add |
According to official SEC Form 13F filings, BXM Wealth LLC reported a total U.S. public equity portfolio value of $183.8M across 136 disclosed positions in Q4 2025.
During Q4 2025, BXM Wealth LLC's top holdings by market value included QQQ (14.0%)、AAPL (4.8%)、AVGO (3.9%). The largest single position, QQQ, represented 14.0% 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.
Top New Position Initiated
UPRO
市值: $3.3M
Top Position Liquidated / Trimmed
ACWV
前期市值: $551.6K
In Q4 2025, BXM Wealth LLC made 143 total portfolio adjustments, initiating 27 new buys, adding to 81 positions, trimming 15 holdings, and fully liquidating 20 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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