Bxm Wealth LLC Portfolio Holdings

Bxm Wealth LLC

  • $106 Billion
  • Q3 2025

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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35T
$5.54 Billion 5.24% of portfolio
21,742
Q3 2025 Added 3.78%
$505B
$3.08 Billion 2.92% of portfolio
16,500
Q3 2025 Added 45.77%
$1.68T
$2.83 Billion 2.68% of portfolio
11,654
Q3 2025 Added 9.39%
$3.86T
$2.22 Billion 2.1% of portfolio
4,281
Q3 2025 Added 23.41%
$708B
$2.17 Billion 2.05% of portfolio
7,705
Q3 2025 Added 16.62%
$913B
$2.13 Billion 2.02% of portfolio
6,751
Q3 2025 Added 17.8%
$309B
$1.51 Billion 1.43% of portfolio
9,732
Q3 2025 Added 13.56%
$276B
$1.33 Billion 1.26% of portfolio
4,722
Q3 2025 Added 14.58%
$403B
$1.31 Billion 1.24% of portfolio
1,415
Q3 2025 Added 1.51%
$2.49T
$1.28 Billion 1.21% of portfolio
5,816
Q3 2025 Reduced 3.96%
$386B
$1.15 Billion 1.09% of portfolio
4,950
Q3 2025 Added 34.47%
$275B
$1.05 Billion 1.0% of portfolio
10,214
Q3 2025 Added 15.06%
$300B
$1.02 Billion 0.97% of portfolio
14,904
Q3 2025 Added 52.66%
$394B
$1.02 Billion 0.96% of portfolio
5,580
Q3 2025 Added 21.17%
$262B
$1.02 Billion 0.96% of portfolio
6,082
Q3 2025 Added 17.21%
$356B
$948 Million 0.9% of portfolio
6,168
Q3 2025 Added 16.22%
$1.46T
$903 Million 0.85% of portfolio
1,229
Q3 2025 Reduced 1.6%
$526B
$848 Million 0.8% of portfolio
1,491
Q2 2025 Added 1.64%
$203B
$724 Million 0.69% of portfolio
4,349
Q3 2025 Added 19.68%
$1.44T
$728 Million 0.69% of portfolio
1,636
Q3 2025 Reduced 9.41%
$266B
$664 Million 0.63% of portfolio
5,178
Q3 2025 Added 5.14%
$477B
$601 Million 0.57% of portfolio
5,328
Q3 2025 Added 17.23%
$220B
$574 Million 0.54% of portfolio
1,890
Q3 2025 Added 50.72%
$216B
$541 Million 0.51% of portfolio
4,037
Q3 2025 Added 27.39%
$260B
$515 Million 0.49% of portfolio
2,172
Q2 2025 Reduced 3.98%
$557B
$509 Million 0.48% of portfolio
1,492
Q3 2025 Added 52.71%
$270B
$470 Million 0.45% of portfolio
1,416
Q3 2025 Added 73.53%
$389B
$456 Million 0.43% of portfolio
1,126
Q3 2025 Added 61.09%
$207B
$442 Million 0.42% of portfolio
2,975
Q3 2025 Added 32.52%
$224B
$422 Million 0.4% of portfolio
2,599
Q3 2025 New
$305B
$407 Million 0.39% of portfolio
854
Q3 2025 Reduced 2.29%
$278B
$396 Million 0.37% of portfolio
2,490
Q3 2025 New
$205B
$353 Million 0.33% of portfolio
3,081
Q3 2025 Reduced 2.28%
$298B
$352 Million 0.33% of portfolio
5,301
Q3 2025 Added 71.55%
$330B
$345 Million 0.33% of portfolio
4,117
Q3 2025 Added 16.14%
$621B
$331 Million 0.31% of portfolio
658
Q3 2025 Reduced 1.2%
$498B
$288 Million 0.27% of portfolio
240
Q3 2025 Added 20.0%
$429B
$233 Million 0.22% of portfolio
4,523
Q3 2025 New
$218B
$213 Million 0.2% of portfolio
2,543
Q3 2025 New

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.

Choose your preferred platform and Sign Up 👇 Telegram Email