Bxm Wealth LLC Portfolio Holdings

Bxm Wealth LLC

  • $130 Billion
  • Q4 2025

Bxm Wealth LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $130 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $18.1B, Apple Inc. with a value of $6.24B, Broadcom Inc. with a value of $5.02B, Tidal Trust I with a value of $4B, and Vanguard Index Fds S&P 500 ETF with a value of $3.84B.

Examining the 13F form we can see an increase of $24.1B in the current position value, from $106B to 130B.

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 $130 Billion
ETFs: $60.5 Billion
Technology: $25.2 Billion
Financial Services: $6.08 Billion
Communication Services: $4.91 Billion
Healthcare: $3.88 Billion
Consumer Cyclical: $3.7 Billion
Industrials: $3.63 Billion
Consumer Defensive: $3.26 Billion
Other: $3.84 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$5.02 Billion 3.87% of portfolio
144,289
Q4 2025 Added 701.56%
$140B
$749 Million 0.58% of portfolio
33,251
Q4 2025 Added 1,015.06%
$177B
$653 Million 0.5% of portfolio
47,134
Q4 2025 Added 862.11%
$187B
$637 Million 0.49% of portfolio
42,210
Q4 2025 Added 870.57%
$74.9B
$636 Million 0.49% of portfolio
21,794
Q4 2025 Added 632.33%
$136B
$505 Million 0.39% of portfolio
1,436
Q4 2025 Added 8.87%
$72.3B
$427 Million 0.33% of portfolio
3,872
Q4 2025 Added 11.52%
$152B
$405 Million 0.31% of portfolio
1,509
Q4 2025 Reduced 47.97%
$75.4B
$405 Million 0.31% of portfolio
3,051
Q4 2025 Reduced 16.3%
$43.2B
$408 Million 0.31% of portfolio
450
Q4 2024 New
$64.9B
$389 Million 0.3% of portfolio
4,900
Q4 2025 Reduced 10.91%
$74.3B
$369 Million 0.28% of portfolio
6,146
Q4 2025 Reduced 1.71%
$183B
$345 Million 0.27% of portfolio
27,240
Q4 2025 Added 1,718.42%
$107B
$349 Million 0.27% of portfolio
62,803
Q4 2025 Added 9,401.21%
$193B
$348 Million 0.27% of portfolio
6,013
Q4 2025 Added 95.16%
$91.4B
$339 Million 0.26% of portfolio
2,119
Q4 2025 Reduced 17.71%
$174B
$334 Million 0.26% of portfolio
10,124
Q4 2025 Added 240.3%
$32.3B
$322 Million 0.25% of portfolio
1,600
Q2 2025 New
$61.4B
$322 Million 0.25% of portfolio
1,750
Q4 2025 Added 30.6%
$96.4B
$322 Million 0.25% of portfolio
6,263
Q4 2025 Added 54.07%
$24.2B
$304 Million 0.23% of portfolio
725
Q4 2025 Reduced 14.71%
$68.5B
$294 Million 0.23% of portfolio
2,280
Q1 2025 New
$49.1B
$291 Million 0.22% of portfolio
8,731
Q4 2025 Added 3,537.92%
$123B
$273 Million 0.21% of portfolio
4,825
Q2 2025 New
$23.3B
$262 Million 0.2% of portfolio
9,675
Q4 2025 Reduced 39.25%
$18B
$266 Million 0.2% of portfolio
51,096
Q4 2025 Added 1,484.86%
$38.8B
$265 Million 0.2% of portfolio
1,662
Q4 2025 Added 8.98%
$113B
$241 Million 0.19% of portfolio
40,016
Q4 2025 Added 691.61%
$181B
$231 Million 0.18% of portfolio
2,824
Q4 2025 Reduced 10.43%
$118B
$231 Million 0.18% of portfolio
850
Q2 2025 New
$61.4B
$238 Million 0.18% of portfolio
565
Q4 2025 Added 8.65%
$78.4B
$217 Million 0.17% of portfolio
1,500
Q4 2025 New
$138B
$204 Million 0.16% of portfolio
3,375
Q4 2025 New
$123B
$188 Million 0.14% of portfolio
41,984
Q4 2025 Added 6,379.01%
$34.7B
$166 Million 0.13% of portfolio
48,522
Q4 2025 Added 2,923.18%
$54.4B
$125 Million 0.1% of portfolio
28,950
Q4 2025 Added 3,301.88%
$79.2B
$80.6 Million 0.06% of portfolio
16,616
Q4 2025 New
$36B
$29.9 Million 0.02% of portfolio
10,232
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $130 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 27 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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