Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BXM Wealth LLC (CIK 2052379) reported $129.9M across 130 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($16.6M, 12.82%), AAPL ($6.0M, 4.60%), AVGO ($4.6M, 3.54%), GRNY ($4.4M, 3.40%), VOO ($4.2M, 3.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $16.6M | 12.82% | 28,844 | Trimmed |
| 2 | AAPL | APPLE INC | $6.0M | 4.60% | 23,538 | Trimmed |
| 3 | AVGO | BROADCOM INC | $4.6M | 3.54% | 14,877 | Trimmed |
| 4 | GRNY | TIDAL TRUST I | $4.4M | 3.40% | 185,134 | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $4.2M | 3.26% | 7,088 | Trimmed |
| 6 | SCHD | SCHWAB STRATEGIC TR | $4.0M | 3.06% | 129,746 | Trimmed |
| 7 | BOXX | EA SERIES TRUST | $3.3M | 2.55% | 28,490 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $3.1M | 2.41% | 10,902 | Trimmed |
| 9 | MOAT | VANECK ETF TRUST | $2.9M | 2.23% | 29,915 | Trimmed |
| 10 | TQQQ | PROSHARES TR | $2.9M | 2.22% | 69,338 | Trimmed |
| 11 | IJR | ISHARES TR | $2.4M | 1.83% | 19,103 | Added |
| 12 | UJAN | INNOVATOR ETFS TRUST | $2.3M | 1.81% | 55,195 | New |
| 13 | VUG | VANGUARD INDEX FDS | $2.3M | 1.76% | 5,235 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $2.3M | 1.75% | 13,059 | Trimmed |
| 15 | IGM | ISHARES TR | $2.1M | 1.61% | 17,622 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $2.0M | 1.51% | 6,674 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $1.9M | 1.43% | 5,001 | Trimmed |
| 18 | UPRO | PROSHARES TR | $1.8M | 1.40% | 18,799 | Trimmed |
| 19 | CVX | CHEVRON CORPORATION | $1.7M | 1.34% | 8,427 | Trimmed |
| 20 | IDEV | ISHARES TR | $1.7M | 1.31% | 20,418 | Added |
| 21 | QQQM | INVESCO EXCH TRADED FD TR II | $1.6M | 1.21% | 6,618 | Added |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $1.5M | 1.14% | 1,489 | Trimmed |
| 23 | USMV | ISHARES TR | $1.4M | 1.08% | 15,124 | Hold |
| 24 | WOMN | TIDAL TRUST III | $1.3M | 0.99% | 51,555 | Added |
| 25 | AMZN | AMAZON COM INC | $1.3M | 0.98% | 6,094 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31