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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|