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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.1 Billion 13.99% of portfolio
219,962
Q4 2025 Added 1,744.85%
$4.3T
$6.24 Billion 4.81% of portfolio
202,094
Q4 2025 Added 829.51%
$139B
$5.02 Billion 3.87% of portfolio
144,289
Q4 2025 Added 701.56%
Tidal Trust I
-
$4 Billion 3.09% of portfolio
-
Q4 2025 Added 302.94%
$0
$3.84 Billion 2.96% of portfolio
59,424
Q4 2025 Added 612.6%
$0
$3.69 Billion 2.85% of portfolio
134,698
Q4 2025 Added 170.95%
$0
$3.65 Billion 2.82% of portfolio
117,213
Q4 2025 Added 603.18%
$0
$3.31 Billion 2.55% of portfolio
201,623
Q4 2025 New
$1.65T
$3.27 Billion 2.52% of portfolio
146,283
Q4 2025 Added 1,155.22%
Ea Series Trust
-
$3.25 Billion 2.51% of portfolio
-
Q4 2025 Added 3,831.51%
$0
$3.02 Billion 2.33% of portfolio
99,078
Q4 2025 Added 278.54%
$0
$2.47 Billion 1.9% of portfolio
19,097
Q4 2025 Reduced 1.16%
$0
$2.39 Billion 1.84% of portfolio
4,900
Q4 2025 Added 2.21%
$0
$2.3 Billion 1.77% of portfolio
19,101
Q4 2025 New
$465B
$2.28 Billion 1.76% of portfolio
135,324
Q4 2025 Added 720.15%
$3.78T
$2.22 Billion 1.71% of portfolio
116,310
Q4 2025 Added 2,616.89%
$0
$1.68 Billion 1.3% of portfolio
20,412
Q4 2025 Added 258.11%
$0
$1.67 Billion 1.29% of portfolio
6,607
Q4 2025 Added 0.03%
$0
$1.42 Billion 1.1% of portfolio
15,124
Q3 2025 Reduced 3.51%
$404B
$1.35 Billion 1.04% of portfolio
9,323
Q4 2025 Added 558.87%
$593B
$1.33 Billion 1.02% of portfolio
83,217
Q4 2025 Added 980.04%
$2.39T
$1.31 Billion 1.01% of portfolio
97,060
Q4 2025 Added 1,568.84%
$266B
$1.22 Billion 0.94% of portfolio
53,293
Q4 2025 Added 1,028.61%
$303B
$1.19 Billion 0.92% of portfolio
114,967
Q4 2025 Added 1,081.33%
Vaneck Fds
-
$1.16 Billion 0.9% of portfolio
-
Q4 2025 New
Fidelity Covington Trust
-
$1.06 Billion 0.82% of portfolio
-
Q4 2025 Added 254.6%
$1.37T
$1 Billion 0.77% of portfolio
21,324
Q4 2025 Added 1,635.07%
$279B
$996 Million 0.77% of portfolio
87,367
Q4 2025 Added 755.37%
$0
$964 Million 0.74% of portfolio
1,408
Q4 2025 Added 223.68%
$258B
$965 Million 0.74% of portfolio
61,930
Q4 2025 Added 918.25%
$0
$907 Million 0.7% of portfolio
16,000
Q4 2024 New
$0
$905 Million 0.7% of portfolio
2,928
Q4 2025 Added 12.62%
$512B
$896 Million 0.69% of portfolio
1,570
Q4 2025 Added 5.3%
Wedbush Ser Tr
-
$900 Million 0.69% of portfolio
-
Q4 2025 Added 815.89%
Tidal Trust Iii
-
$879 Million 0.68% of portfolio
-
Q4 2025 New
$414B
$867 Million 0.67% of portfolio
7,452
Q4 2025 Added 50.55%
$342B
$851 Million 0.66% of portfolio
13,678
Q4 2025 Added 145.13%
$319B
$841 Million 0.65% of portfolio
31,172
Q4 2025 Added 109.15%
$0
$833 Million 0.64% of portfolio
20,215
Q4 2025 Added 150.34%
$0
$836 Million 0.64% of portfolio
67,729
Q4 2025 Added 1,102.36%
$65.3B
$836 Million 0.64% of portfolio
10,300
Q4 2025 Added 14.44%
$522B
$817 Million 0.63% of portfolio
72,240
Q4 2025 Added 1,361.76%
$140B
$749 Million 0.58% of portfolio
33,251
Q4 2025 Added 1,015.06%
$0
$748 Million 0.58% of portfolio
16,441
Q2 2025 Reduced 12.62%
$0
$740 Million 0.57% of portfolio
31,686
Q4 2025 Added 91.14%
Vaneck ETF Trust
-
$730 Million 0.56% of portfolio
-
Q4 2025 Added 6.08%
$1.46T
$683 Million 0.53% of portfolio
41,753
Q4 2025 New
$283B
$676 Million 0.52% of portfolio
42,817
Q4 2025 Added 726.9%
$1.29T
$648 Million 0.5% of portfolio
7,287
Q4 2025 Added 345.42%

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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