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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$552 Million 0.52% of portfolio
4,600
Q1 2025 New
$216B
$541 Million 0.51% of portfolio
4,037
Q3 2025 Added 27.39%
$58.9B
$530 Million 0.5% of portfolio
18,727
Q3 2025 Added 43.0%
$0
$520 Million 0.49% of portfolio
1,111
Q4 2024 New
$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%
$95.7B
$503 Million 0.48% of portfolio
4,065
Q3 2025 Added 46.38%
$99.3B
$501 Million 0.47% of portfolio
661
Q3 2025 Added 78.17%
$135B
$488 Million 0.46% of portfolio
1,319
Q1 2025 Added 1.62%
$0
$478 Million 0.45% of portfolio
10,292
Q3 2025 Reduced 18.86%
$113B
$478 Million 0.45% of portfolio
5,055
Q3 2025 Added 57.72%
$270B
$470 Million 0.45% of portfolio
1,416
Q3 2025 Added 73.53%
$82.5B
$478 Million 0.45% of portfolio
3,645
Q3 2025 Added 35.0%
$68.2B
$462 Million 0.44% of portfolio
5,500
Q3 2025 Added 19.57%
$0
$457 Million 0.43% of portfolio
5,700
Q1 2025 New
$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%
$18B
$447 Million 0.42% of portfolio
3,224
Q3 2025 Added 23.71%
$0
$438 Million 0.41% of portfolio
8,603
Q4 2024 New
$160B
$423 Million 0.4% of portfolio
1,498
Q3 2025 Added 50.1%
$224B
$422 Million 0.4% of portfolio
2,599
Q3 2025 New
$22.6B
$420 Million 0.4% of portfolio
15,925
Q3 2025 Added 45.77%
$47.2B
$414 Million 0.39% of portfolio
450
Q4 2024 New
$305B
$407 Million 0.39% of portfolio
854
Q3 2025 Reduced 2.29%
$92B
$400 Million 0.38% of portfolio
2,575
Q3 2025 Added 15.73%
$70.5B
$396 Million 0.38% of portfolio
6,253
Q3 2025 Added 5.36%
$0
$388 Million 0.37% of portfolio
16,577
Q3 2025 Reduced 18.68%
$278B
$396 Million 0.37% of portfolio
2,490
Q3 2025 New
$67.7B
$388 Million 0.37% of portfolio
3,472
Q4 2024 New
$0
$379 Million 0.36% of portfolio
16,646
Q3 2025 Added 6.9%
Wedbush Ser Tr
-
$384 Million 0.36% of portfolio
-
Q3 2025 New
$0
$374 Million 0.35% of portfolio
3,105
Q3 2025 Reduced 39.18%
$0
$360 Million 0.34% of portfolio
2,570
Q1 2025 Added 1.98%
$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%
$129B
$323 Million 0.31% of portfolio
648
Q3 2025 New
$621B
$331 Million 0.31% of portfolio
658
Q3 2025 Reduced 1.2%
$0
$320 Million 0.3% of portfolio
8,075
Q2 2025 Reduced 11.41%
$31.8B
$316 Million 0.3% of portfolio
1,600
Q2 2025 New
$191B
$309 Million 0.29% of portfolio
3,153
Q3 2025 New
$65.5B
$310 Million 0.29% of portfolio
2,280
Q1 2025 New
$25.2B
$311 Million 0.29% of portfolio
5,845
Q3 2025 New
$0
$296 Million 0.28% of portfolio
908
Q2 2025 New
$0
$291 Million 0.28% of portfolio
435
Q2 2025 Added 10.13%
$498B
$288 Million 0.27% of portfolio
240
Q3 2025 Added 20.0%
Cava Group Inc
-
$280 Million 0.27% of portfolio
-
Q3 2025 New
$0
$272 Million 0.26% of portfolio
966
Q3 2025 New
$38B
$277 Million 0.26% of portfolio
4,199
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
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