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
$61.7B
$274 Million 0.26% of portfolio
649
Q3 2025 New
$65.9B
$273 Million 0.26% of portfolio
1,340
Q2 2025 Added 6.35%
$101B
$279 Million 0.26% of portfolio
4,218
Q3 2025 New
$28.6B
$262 Million 0.25% of portfolio
5,875
Q3 2025 New
$52.5B
$264 Million 0.25% of portfolio
851
Q3 2025 New
$24.7B
$264 Million 0.25% of portfolio
850
Q3 2025 New
$0
$258 Million 0.24% of portfolio
11,704
Q3 2025 Added 16.75%
$115B
$256 Million 0.24% of portfolio
4,825
Q2 2025 New
Tidal Trust Ii
-
$238 Million 0.23% of portfolio
-
Q3 2025 New
$30.3B
$239 Million 0.23% of portfolio
3,305
Q3 2025 New
$40.4B
$247 Million 0.23% of portfolio
1,525
Q2 2025 New
$42B
$228 Million 0.22% of portfolio
1,605
Q3 2025 New
$0
$234 Million 0.22% of portfolio
9,393
Q4 2024 New
$429B
$233 Million 0.22% of portfolio
4,523
Q3 2025 New
$49.5B
$219 Million 0.21% of portfolio
230
Q3 2025 New
$0
$222 Million 0.21% of portfolio
4,793
Q3 2025 New
$15.3B
$209 Million 0.2% of portfolio
2,560
Q3 2025 New
$64.2B
$215 Million 0.2% of portfolio
520
Q3 2025 New
$120B
$209 Million 0.2% of portfolio
850
Q2 2025 New
$0
$206 Million 0.2% of portfolio
7,385
Q2 2025 New
$218B
$213 Million 0.2% of portfolio
2,543
Q3 2025 New
$79.9B
$210 Million 0.2% of portfolio
2,570
Q3 2025 Reduced 0.96%
$102B
$213 Million 0.2% of portfolio
2,250
Q1 2025 New
$65.4B
$209 Million 0.2% of portfolio
1,225
Q3 2025 New
$98B
$205 Million 0.19% of portfolio
4,550
Q3 2025 New
$17.8B
$201 Million 0.19% of portfolio
580
Q3 2025 New
$4.89B
$79.7 Million 0.08% of portfolio
10,000
Q3 2025 New
$89.2M
$8.38 Million 0.01% of portfolio
12,450
Q3 2025 Reduced 0.8%

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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