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
131 檔
19.5%
In Q1 2026, BXM Wealth LLC's U.S. equity holdings reached a combined market value of $183.8M, distributed across 131 disclosed stock positions.
In Q1 2026, BXM Wealth LLC adopted a defensive or profit-taking posture, trimming 80 positions and completely liquidating 16 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, AAPL, AVGO) accounted for 19.5% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.82% | +0.66% | -86.89% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.60% | -0.70% | -88.35% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.54% | +0.30% | -89.69% | |
| 4 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 3.40% | +0.95% | -50.31% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.26% | +0.79% | -88.07% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.06% | -0.82% | -3.68% | |
| 7 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.55% | -1.21% | -90.33% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | +0.08% | -92.55% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.23% | -0.36% | -69.81% | |
| 10 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 2.22% | -0.58% | -40.84% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.83% | -0.24% | +0.01% | |
| 12 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 1.81% | -1.14% | — | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.76% | -0.30% | +6.84% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.75% | +0.30% | -90.35% | |
| 15 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.61% | -0.05% | -7.72% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.51% | -0.15% | -88.47% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.09% | -95.70% | |
| 18 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 1.40% | -1.22% | -90.68% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.34% | -0.30% | -92.67% | |
| 20 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.31% | -0.34% | +0.03% | |
| 21 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.21% | -0.13% | +0.17% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.14% | -0.38% | -84.03% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.08% | -0.29% | — | |
| 24 | GRNJ | Fundstr Gran Sh US Sm & Mid | ETF-Other | 0.99% | +0.47% | +49.83% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | -0.14% | -93.72% | |
| 26 | NODE | Vaneck Onchain Economy ETF | ETF-Other | 0.88% | +0.05% | -57.98% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.22% | -89.88% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.82% | -0.16% | -91.10% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.81% | -0.14% | -91.44% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.05% | -94.08% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.78% | -0.05% | -92.14% | |
| 32 | FDTX | Fidelity Disrupt Tech ETF | ETF-Tech | 0.73% | +0.08% | -65.51% | |
| 33 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.72% | -0.33% | — | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.70% | -0.28% | — | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | -0.14% | -94.89% | |
| 36 | IVES | Dan Wedbush Ai Rev ETF | ETF-Other | 0.69% | +0.11% | -68.91% | |
| 37 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.68% | -0.16% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.03% | -92.92% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | +0.28% | -64.47% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.08% | -49.30% | |
| 41 | VONE | Vanguard Russell 1000 | ETF-Other | 0.62% | -0.12% | -6.83% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | -0.12% | -13.99% | |
| 43 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.60% | -0.26% | +6.93% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.16% | — | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.60% | +0.16% | -91.50% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.59% | +0.20% | -94.57% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.59% | -0.21% | -90.28% | |
| 48 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.57% | -0.16% | -88.70% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.56% | -0.14% | -63.55% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.17% | -2.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.4% | -92.67% | Trim |
| 2 | SPXL | Direxion Daily S&p 500 Bull | +0.4% | -89.73% | Trim |
| 3 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.3% | -50.31% | Trim |
| 4 | GRNJ | Fundstr Gran Sh US Sm & Mid | +0.3% | +49.83% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.3% | -88.07% | Trim |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.2% | -3.68% | Trim |
| 7 | JNJ | Johnson & Johnson | +0.2% | -94.08% | Trim |
| 8 | BKDV | Bny Mellon Dynamic Value | +0.2% | +77.42% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.2% | -2.86% | Trim |
| 10 | BKGI | Bny Mellon Glbl Infra Inc | +0.1% | +33.00% | Add |
| 11 | CAT | Caterpillar Inc | +0.1% | -97.72% | Trim |
| 12 | COP | Conocophillips | +0.1% | -92.57% | Trim |
| 13 | COST | Costco Wholesale CORP | +0.1% | -84.03% | Trim |
| 14 | TXN | Texas Instruments Inc | +0.1% | -91.50% | Trim |
| 15 | DELL | Dell Technologies -c | +0.1% | -96.47% | Trim |
| 16 | WMT | Walmart Inc | +0.1% | -89.88% | Trim |
| 17 | GCOW | Pacer Global Cash Cows Divid | +0.1% | — | Unchanged |
| 18 | LMT | Lockheed Martin CORP | +0.1% | -98.87% | Trim |
| 19 | RTX | Rtx CORP | +0.1% | -91.10% | Trim |
| 20 | MPWR | Monolithic Power Systems Inc | +0.1% | — | Unchanged |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -94.57% | Trim |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.01% | Add |
| 23 | WMB | Williams Cos Inc | +0.1% | — | Unchanged |
| 24 | KMI | Kinder Morgan, Inc. | +0.1% | — | Unchanged |
| 25 | IAU | Ishares Gold Trust | +0.1% | — | Unchanged |
| 26 | VB | Vanguard Small-cap ETF | +0.1% | -94.89% | Trim |
| 27 | PH | Parker Hannifin CORP | +0.1% | -99.25% | Trim |
| 28 | BSJR | Invesco Bulletshares 2027 Hy | +0.1% | +11.90% | Add |
| 29 | NVS | Novartis Ag-sponsored Adr | +0.1% | -88.70% | Trim |
| 30 | BOXX | Alpha Architect 1-3 Mnth Box | 0% | -90.33% | Trim |
| 31 | MRK | Merck & Co. Inc. | 0% | -61.93% | Trim |
| 32 | PG | Procter & Gamble Co/the | 0% | -92.15% | Trim |
| 33 | SMH | Vaneck Semiconductor ETF | 0% | -98.03% | Trim |
| 34 | ITW | Illinois Tool Works | 0% | -87.79% | Trim |
| 35 | OUSM | Alps Oshares US Small-cap Qu | 0% | +12.21% | Add |
| 36 | PWR | Quanta Services Inc | 0% | -7.96% | Trim |
| 37 | AMGN | Amgen Inc | 0% | -95.89% | Trim |
| 38 | BSJQ | Invesco Bulletshares 2026 Hy | 0% | +6.93% | Add |
| 39 | BHP | Bhp Group Ltd-spon Adr | 0% | — | Unchanged |
| 40 | DUK | Duke Energy CORP | 0% | -55.66% | Trim |
| 41 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 42 | OUSA | Alps Oshares US Quality Divi | 0% | +9.00% | Add |
| 43 | IDEV | Ishares Core Msci Dev Mkts | 0% | +0.03% | Add |
| 44 | SCHY | Schwab International Dvd ETF | 0% | — | Unchanged |
| 45 | CSCO | Cisco Systems Inc | 0% | -64.47% | Trim |
| 46 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | Unchanged |
| 47 | LOW | Lowe's Cos Inc | 0% | -90.28% | Trim |
| 48 | ELFY | Alps Electrific Infrast ETF | 0% | -55.35% | Trim |
| 49 | FTNT | Fortinet Inc | 0% | — | Unchanged |
| 50 | BTI | British American Tob-sp Adr | 0% | — | Unchanged |
According to official SEC Form 13F filings, BXM Wealth LLC reported a total U.S. public equity portfolio value of $183.8M across 131 disclosed positions in Q1 2026.
During Q1 2026, BXM Wealth LLC's top holdings by market value included QQQ (12.8%)、AAPL (4.6%)、AVGO (3.5%). The largest single position, QQQ, represented 12.8% 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
UJAN
市值: $2.3M
Top Position Liquidated / Trimmed
CRM
前期市值: $414.1K
In Q1 2026, BXM Wealth LLC made 121 total portfolio adjustments, initiating 11 new buys, adding to 14 positions, trimming 80 holdings, and fully liquidating 16 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.