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
$96.4B
$322 Million 0.25% of portfolio
6,263
Q4 2025 Added 54.07%
$235B
$307 Million 0.24% of portfolio
8,072
Q4 2025 Added 217.42%
$367B
$306 Million 0.24% of portfolio
6,052
Q4 2025 Added 437.48%
$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
$255B
$271 Million 0.21% of portfolio
32,177
Q4 2025 Added 2,172.39%
$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%
$265B
$243 Million 0.19% of portfolio
13,462
Q4 2025 New
$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%
$138B
$204 Million 0.16% of portfolio
3,375
Q4 2025 New
$270B
$212 Million 0.16% of portfolio
9,006
Q4 2025 Added 261.69%
$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
$5.11B
$58.3 Million 0.04% of portfolio
10,000
Q3 2025 New
$306B
$35.2 Million 0.03% of portfolio
40,344
Q4 2025 Added 661.06%
$36B
$29.9 Million 0.02% of portfolio
10,232
Q4 2025 New
$68.9M
$5.23 Million 0.0% of portfolio
12,450
Q3 2025 Reduced 0.8%

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
Track This Portfolio

Track Bxm Wealth LLC Portfolio

Follow Bxm Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bxm Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bxm Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email