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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$1.65T
$3.27 Billion 2.52% of portfolio
146,283
Q4 2025 Added 1,155.22%
$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%
$881B
$2.05 Billion 1.58% of portfolio
57,907
Q4 2025 Added 757.75%
$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%
$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%
$258B
$965 Million 0.74% of portfolio
61,930
Q4 2025 Added 918.25%
$512B
$896 Million 0.69% of portfolio
1,570
Q4 2025 Added 5.3%
$414B
$867 Million 0.67% of portfolio
7,452
Q4 2025 Added 50.55%
$319B
$841 Million 0.65% of portfolio
31,172
Q4 2025 Added 109.15%
$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%
$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%
$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%
$346B
$606 Million 0.47% of portfolio
58,683
Q4 2025 Added 851.41%
$490B
$521 Million 0.4% of portfolio
4,333
Q4 2025 Reduced 18.67%
$136B
$505 Million 0.39% of portfolio
1,436
Q4 2025 Added 8.87%
$291B
$506 Million 0.39% of portfolio
40,985
Q4 2025 Added 4,699.18%
$72.3B
$427 Million 0.33% of portfolio
3,872
Q4 2025 Added 11.52%
$237B
$414 Million 0.32% of portfolio
1,440
Q4 2025 Reduced 33.7%
$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%
$533B
$380 Million 0.29% of portfolio
32,999
Q4 2025 Added 2,111.73%
$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%
$224B
$344 Million 0.27% of portfolio
22,215
Q4 2025 Added 1,075.4%
$228B
$356 Million 0.27% of portfolio
28,772
Q4 2025 Added 612.71%
$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%
$662B
$342 Million 0.26% of portfolio
681
Q4 2025 Added 3.5%
$61.6B
$338 Million 0.26% of portfolio
12,300
Q4 2025 Reduced 34.32%
$174B
$334 Million 0.26% of portfolio
10,124
Q4 2025 Added 240.3%
$317B
$331 Million 0.25% of portfolio
3,548
Q4 2025 Reduced 13.82%
$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%

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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