BXM Wealth LLC 13F Holdings · Q2 2026
BXM Wealth LLC reported 163 securities worth $183.82M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: QQQ (13.48%), GRNY (4.35%), VOO (4.05%). Among its top 25 positions this quarter: 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $24.8M | 13.48% | 33,655 | Added |
| 2 | GRNY | TIDAL TRUST I | $8.0M | 4.35% | 289,149 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $7.4M | 4.05% | 10,844 | Added |
| 4 | AAPL | APPLE INC | $7.2M | 3.90% | 24,799 | Added |
| 5 | AVGO | BROADCOM INC | $7.1M | 3.84% | 18,708 | Added |
| 6 | GOOGL | ALPHABET INC | $4.6M | 2.49% | 12,824 | Added |
| 7 | SCHD | SCHWAB STRATEGIC TR | $4.1M | 2.24% | 129,752 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $3.8M | 2.05% | 18,869 | Added |
| 9 | MOAT | VANECK ETF TRUST | $3.4M | 1.87% | 33,055 | Added |
| 10 | TQQQ | PROSHARES TR | $3.0M | 1.64% | 37,105 | Trimmed |
| 11 | IJR | ISHARES TR | $2.9M | 1.59% | 19,685 | Added |
| 12 | IGM | ISHARES TR | $2.9M | 1.56% | 17,572 | Trimmed |
| 13 | GRNJ | TIDAL TRUST III | $2.7M | 1.46% | 85,080 | Added |
| 14 | VUG | VANGUARD INDEX FDS | $2.7M | 1.46% | 31,176 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $2.5M | 1.36% | 7,659 | Added |
| 16 | BOXX | EA SERIES TRUST | $2.5M | 1.34% | 21,090 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $2.5M | 1.34% | 6,588 | Added |
| 18 | QQQM | INVESCO EXCH TRADED FD TR II | $2.0M | 1.08% | 6,569 | Trimmed |
| 19 | CVX | CHEVRON CORPORATION | $1.9M | 1.04% | 11,548 | Added |
| 20 | IDEV | ISHARES TR | $1.8M | 0.97% | 20,100 | Trimmed |
| 21 | CSCO | CISCO SYS INC | $1.7M | 0.94% | 14,672 | Added |
| 22 | NODE | VANECK FDS | $1.7M | 0.93% | 39,414 | Added |
| 23 | AMZN | AMAZON COM INC | $1.6M | 0.84% | 6,504 | Added |
| 24 | FDTX | FIDELITY COVINGTON TRUST | $1.5M | 0.81% | 25,840 | Hold |
| 25 | IVES | WEDBUSH SER TR | $1.5M | 0.80% | 38,725 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR