Investor
BXM Wealth LLC
CIK 0002052379 · filed 2026-04-23 · SEC filing
13F book
$129.9M
Positions
131
11 new · 16 sold
Largest name
12.8%
Invesco Qqq Tr
Est. mark
$71.1M
Price effect on 120 names still held. Flow −$70.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr | — | 28.8K | $16.6M | 12.8% | $14.3M | Cut−$1.49M |
| Apple Inc. | AAPL | 23.5K | $5.97M | 4.6% | $5.25M | Cut−$263.1K |
| Broadcom Inc. | AVGO | 14.9K | $4.6M | 3.5% | $4.09M | Cut−$414.8K |
| Tidal Trust I | — | 185.1K | $4.42M | 3.4% | $2.43M | Cut$415.5K |
| Vanguard Index Fds | — | 7.09K | $4.24M | 3.3% | $3.78M | Cut$398.7K |
| Schwab Strategic Tr | — | 129.7K | $3.98M | 3.1% | $421.7K | Cut$285.8K |
| Ea Series Trust | — | 28.5K | $3.31M | 2.5% | $3M | Cut$63.8K |
| Alphabet Inc | — | 10.9K | $3.13M | 2.4% | $2.89M | Cut−$133.4K |
| Vaneck Etf Trust | — | 29.9K | $2.89M | 2.2% | $1.98M | Cut−$129.3K |
| Proshares Tr | — | 69.3K | $2.89M | 2.2% | $730.2K | Cut−$761.1K |
| Ishares Tr | — | 19.1K | $2.37M | 1.8% | $78.9K | Added$79.1K |
| Innovator Etfs Trust | — | 55.2K | $2.35M | 1.8% | — | New |
| Vanguard Growth Etf | — | 5.24K | $2.29M | 1.8% | −$250.2K | Added−$103.9K |
| Nvidia Corp | NVDA | 13.1K | $2.28M | 1.8% | $2.06M | Cut−$4.81K |
| Ishares Tr | — | 17.6K | $2.09M | 1.6% | −$187.7K | Cut−$378.2K |
| Jpmorgan Chase & Co. | — | 6.67K | $1.96M | 1.5% | $1.73M | Cut−$83.6K |
| Microsoft Corp | MSFT | 5K | $1.85M | 1.4% | $1.76M | Cut−$370.7K |
| Proshares Tr | — | 18.8K | $1.82M | 1.4% | $1.51M | Cut−$1.48M |
| Chevron Corp New | CVX | 8.43K | $1.74M | 1.3% | $1.66M | Cut$550.7K |
| Ishares Tr | — | 20.4K | $1.71M | 1.3% | $22.2K | Added$22.8K |
| Invesco Exch Traded Fd Tr Ii | — | 6.62K | $1.57M | 1.2% | −$101.1K | Added−$98.5K |
| Costco Whsl Corp New | — | 1.49K | $1.48M | 1.1% | $1.27M | Cut$136.8K |
| Ishares Tr | — | 15.1K | $1.4M | 1.1% | −$21.5K | Held |
| Tidal Trust Iii | — | 51.6K | $1.29M | 1.0% | −$18.6K | Added$410.2K |
| Amazon Com Inc | AMZN | 6.09K | $1.27M | 1.0% | $1.19M | Cut−$36.5K |
| Vaneck Fds | — | 35.2K | $1.14M | 0.9% | $651.5K | Cut−$22.9K |
| Walmart Inc. | WMT | 8.84K | $1.1M | 0.8% | $998.3K | Cut$103.1K |
| RTX Corp | RTX | 5.51K | $1.06M | 0.8% | $977.6K | Cut$98.6K |
| Oracle Corp | — | 7.12K | $1.05M | 0.8% | $934.1K | Cut−$280.4K |
| Johnson & Johnson | JNJ | 4.28K | $1.05M | 0.8% | $997.3K | Cut$228.6K |
| International Business Machs | — | 4.19K | $1.01M | 0.8% | $918.9K | Cut−$206.3K |
| Fidelity Covington Trust | — | 25.8K | $954K | 0.7% | $587.7K | Cut−$108.1K |
| Pacer Fds Tr | — | 20.2K | $934.7K | 0.7% | $101.5K | Held |
| Ishares Gold Tr | — | 10.3K | $908K | 0.7% | $72K | Held |
| Vanguard Index Fds | — | 3.46K | $906.2K | 0.7% | $863.5K | Cut$70K |
| Wedbush Ser Tr | — | 31.6K | $895.9K | 0.7% | $616.1K | Cut−$3.96K |
| Fidelity Covington Trust | — | 16K | $883.8K | 0.7% | −$23.2K | Held |
| Meta Platforms, Inc. | META | 1.51K | $863.9K | 0.7% | $792.8K | Cut−$140.1K |
| Cisco Sys Inc | — | 11.1K | $859.4K | 0.7% | $560.6K | Cut$18.5K |
| AbbVie Inc. | ABBV | 3.78K | $821.7K | 0.6% | $381.9K | Cut−$45.7K |
| Vanguard Scottsdale Fds | — | 2.73K | $805.1K | 0.6% | −$38K | Cut−$99.8K |
| Ishares Tr | — | 1.21K | $791K | 0.6% | −$38.5K | Cut−$173.4K |
| Invesco Exch Trd Slf Idx Fd | — | 33.9K | $785.2K | 0.6% | −$5.24K | Added$45.6K |
| Mastercard Inc | MA | 1.57K | $784.5K | 0.6% | −$111.8K | Held |
| Texas Instrs Inc | — | 4.01K | $777.7K | 0.6% | $722.2K | Cut$125K |
| Taiwan Semiconductor Mfg Ltd | — | 2.27K | $766.5K | 0.6% | $729.4K | Cut$83.5K |
| Lowes Cos Inc | — | 3.23K | $763.4K | 0.6% | $690.6K | Cut$14.3K |
| Novartis Ag | — | 4.84K | $739.3K | 0.6% | $662.8K | Cut$63K |
| Palantir Technologies Inc. | PLTR | 4.99K | $729.2K | 0.6% | $418.9K | Cut−$122.3K |
| Exxon Mobil Corp | — | 4.21K | $714.1K | 0.5% | $207.6K | Cut$192.7K |
| Invesco Exch Trd Slf Idx Fd | — | 31.2K | $697K | 0.5% | −$6.95K | Added$67.2K |
| Illinois Tool Wks Inc | — | 2.66K | $692.6K | 0.5% | $614.9K | Cut$56.4K |
| Vaneck Etf Trust | — | 18.4K | $684.4K | 0.5% | −$15K | Cut−$45.6K |
| Procter And Gamble Co | PG | 4.61K | $665.1K | 0.5% | $617.6K | Cut$59.3K |
| Caterpillar Inc | CAT | 934 | $661.7K | 0.5% | $650.2K | Cut$155.2K |
| Invesco Exchange Traded Fd T | — | 14.5K | $656.3K | 0.5% | −$3.63K | Cut−$92K |
| Alps Etf Tr | — | 10.9K | $606.8K | 0.5% | −$20.3K | Added$29.8K |
| J P Morgan Exchange Traded F | — | 12.5K | $573.8K | 0.4% | −$2.72K | Added$1.29K |
| Tesla, Inc. | TSLA | 1.47K | $545K | 0.4% | $414.6K | Cut−$103.1K |
| Ishares Tr | — | 1.17K | $497.1K | 0.4% | −$54.7K | Held |
| Monolithic Pwr Sys Inc | — | 450 | $492K | 0.4% | $84.1K | Held |
| Qualcomm Inc | — | 3.75K | $482.9K | 0.4% | $426.3K | Cut−$154.2K |
| Alps Etf Tr | — | 10.9K | $478.5K | 0.4% | $0 | Added$52.1K |
| First Tr Exch Traded Fd Iii | — | 25K | $475K | 0.4% | −$9.75K | Held |
| Bny Mellon Etf Trust Ii | — | 15.8K | $469.7K | 0.4% | $5.71K | Added$210.7K |
| Stryker Corp | SYK | 1.42K | $465K | 0.4% | −$32.4K | Cut−$39.8K |
| Direxion Shs Etf Tr | — | 2.49K | $460.7K | 0.4% | $460.7K | Cut$460.6K |
| Williams Cos Inc | — | 6.15K | $447.3K | 0.3% | $77.9K | Held |
| Bny Mellon Etf Trust | — | 9.88K | $439.8K | 0.3% | $51.4K | Added$160.5K |
| Vaneck Etf Trust | — | 8.6K | $431.4K | 0.3% | −$8.43K | Held |
| Aflac Inc | AFL | 3.87K | $424.8K | 0.3% | −$2.17K | Held |
| Parker-Hannifin Corp | PH | 468 | $419K | 0.3% | $416.4K | Cut$70K |
| Invesco Exch Traded Fd Tr Ii | — | 5.72K | $418.4K | 0.3% | $9.84K | Held |
| Vanguard Index Fds | — | 1.29K | $413.8K | 0.3% | — | New |
| Kinder Morgan Inc Del | — | 12.3K | $412.4K | 0.3% | $74.3K | Held |
| Fortinet, Inc. | FTNT | 4.9K | $400.4K | 0.3% | $11.3K | Held |
| Emerson Elec Co | — | 3.05K | $399.7K | 0.3% | −$5.19K | Held |
| Amgen Inc | AMGN | 1.12K | $393.7K | 0.3% | $379.5K | Cut$48.3K |
| Conocophillips | COP | 2.97K | $392.3K | 0.3% | $374.4K | Cut$151.1K |
| Spdr Series Trust | — | 2.57K | $375.1K | 0.3% | $17.4K | Held |
| Csx Corp | CSX | 9.02K | $370.4K | 0.3% | — | New |
| Merck & Co., Inc. | MRK | 3.07K | $369.7K | 0.3% | $252.9K | Cut$62.9K |
| Schwab Strategic Tr | — | 11.6K | $368.2K | 0.3% | $21.4K | Held |
| Vaneck Etf Trust | — | 958 | $367.3K | 0.3% | $361.2K | Cut$59.3K |
| Visa Inc. | V | 1.21K | $364.2K | 0.3% | $350.4K | Cut−$16.1K |
| Duke Energy Corp New | — | 2.78K | $363.6K | 0.3% | $220.8K | Cut$41.6K |
| M & T Bk Corp | — | 1.6K | $330.8K | 0.3% | $8.38K | Held |
| Vaneck Etf Trust | — | 3.12K | $324.1K | 0.2% | — | New |
| Berkshire Hathaway Inc Del | — | 658 | $315.3K | 0.2% | −$15.4K | Cut−$27K |
| Abbott Labs | ABT | 3.04K | $312.5K | 0.2% | $274.9K | Cut−$43.1K |
| Netflix Inc | NFLX | 3.09K | $297.1K | 0.2% | $194.1K | Cut$5.92K |
| Disney Walt Co | — | 3.08K | $296.9K | 0.2% | $118.8K | Cut−$50.6K |
| 3M CO | MMM | 2.04K | $296.9K | 0.2% | −$30.4K | Cut−$42.4K |
| Vertiv Holdings Co | VRT | 1.18K | $295.7K | 0.2% | — | New |
| Home Depot, Inc. | HD | 894 | $294K | 0.2% | $248.8K | Cut−$12.2K |
| Lockheed Martin Corp | LMT | 474 | $286.5K | 0.2% | $284.4K | Cut$98.7K |
| Quanta Svcs Inc | — | 520 | $285.5K | 0.2% | $66K | Cut$47K |
| Mcdonalds Corp | MCD | 917 | $284.9K | 0.2% | $270.7K | Cut−$59.5K |
| British Amern Tob Plc | — | 4.83K | $282.1K | 0.2% | $8.93K | Held |
| Dell Technologies Inc. | DELL | 1.71K | $281.1K | 0.2% | $275.2K | Cut$114.9K |
| Palo Alto Networks Inc | PANW | 1.75K | $279.8K | 0.2% | −$41.7K | Cut−$42.6K |
| Bjs Whsl Club Hldgs Inc | — | 2.75K | $270.7K | 0.2% | — | New |
| Analog Devices Inc | ADI | 850 | $270.4K | 0.2% | $39.9K | Held |
| Genuine Parts Co | GPC | 2.56K | $270.3K | 0.2% | $257K | Cut$4.55K |
| Select Sector Spdr Tr | — | 2K | $266.2K | 0.2% | −$22.1K | Cut−$50.4K |
| Wells Fargo Co New | — | 3.32K | $264.7K | 0.2% | −$45.1K | Cut−$66K |
| Vaneck Etf Trust | — | 4.96K | $261.7K | 0.2% | — | New |
| Invesco Exch Trd Slf Idx Fd | — | 12K | $260.1K | 0.2% | −$3.73K | Added−$628 |
| Shopify Inc. | SHOP | 2.19K | $259.8K | 0.2% | $187.5K | Cut−$74.3K |
| Regions Financial Corp New | — | 9.68K | $252.7K | 0.2% | −$9.48K | Held |
| Ishares Tr | — | 1.01K | $251.4K | 0.2% | $179.1K | Cut$4.36K |
| Goldman Sachs Group Inc | — | 297 | $251.3K | 0.2% | $245.9K | Cut$7.76K |
| American Express Co | AXP | 830 | $251.1K | 0.2% | $244.1K | Cut−$19.5K |
| Futurecrest Acquisition Corp | — | 24.9K | $250.4K | 0.2% | −$996 | Held |
| Bhp Group Ltd | — | 3.38K | $245.5K | 0.2% | $41.7K | Held |
| Arista Networks, Inc. | ANET | 1.98K | $243.6K | 0.2% | −$16.2K | Added−$14.3K |
| Nrg Energy, Inc. | NRG | 1.66K | $242.9K | 0.2% | −$21.8K | Held |
| Phillips 66 | PSX | 1.3K | $236.8K | 0.2% | $69.1K | Cut−$57.4K |
| Alps Etf Tr | — | 5.96K | $234.4K | 0.2% | $135.2K | Cut$12.2K |
| Fidelity Covington Trust | — | 5.36K | $230.5K | 0.2% | −$26.9K | Held |
| Cava Group, Inc. | CAVA | 2.83K | $228.9K | 0.2% | — | New |
| Kla Corp | KLAC | 152 | $223.8K | 0.2% | — | New |
| Southern Co | — | 2.25K | $217.2K | 0.2% | — | New |
| Fidelity Covington Trust | — | 8.69K | $213.5K | 0.2% | −$21.6K | Cut−$29.7K |
| Bitmine Immersion Tecnologie | — | 10.8K | $213.4K | 0.2% | $119.1K | Cut−$33.4K |
| Spdr Series Trust | — | 8.58K | $212.7K | 0.2% | −$1.2K | Cut−$21.5K |
| Invesco Exchange Traded Fd T | — | 1.11K | $212.5K | 0.2% | $398 | Cut−$42.3K |
| Morgan Stanley | — | 1.26K | $206.7K | 0.2% | $177.1K | Cut−$5.49K |
| Opendoor Technologies Inc | — | 10K | $46.8K | 0.0% | −$11.5K | Held |
| Eightco Holdings Inc. | ORBS | 12.8K | $12K | 0.0% | — | New |
| Sangamo Therapeutics, Inc | SGMOQ | 12.3K | $3.05K | 0.0% | −$2.14K | Cut−$2.18K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.