Bxm Wealth LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $5.94B, Invesco Qqq Trust, Series 1 with a value of $5.91B, Apple Inc. with a value of $5.54B, Nvidia Corp with a value of $3.08B, and Proshares Ultrapro Qqq with a value of $3.02B.

Examining the 13F form we can see an increase of $21.4B in the current position value, from $84.2B to 106B.

Bxm Wealth LLC is based out at Englewood, CO

Below you can find more details about Bxm Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $106 Billion
ETFs: $34.4 Billion
Technology: $28.9 Billion
Financial Services: $7.22 Billion
Industrials: $4.81 Billion
Consumer Defensive: $4.62 Billion
Healthcare: $4.6 Billion
Communication Services: $4.59 Billion
Consumer Cyclical: $4.23 Billion
Other: $5.08 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $106 Billion
  • Prior Value $84.2 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 31 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
Track This Portfolio

Track Bxm Wealth LLC Portfolio

Follow Bxm Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bxm Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bxm Wealth LLC with notifications on news.