Institutional Fund
Bxm Wealth LLC
Englewood, COCIK 20523795 filings on record
Portfolio Value
$129.91M
Q1 2026
Holdings
131
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+0.2%
from $129.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr12.8%
- Apple Inc4.6%
- Broadcom Inc3.5%
- Tidal Trust I3.4%
- Vanguard Index Fds3.3%
- Schwab Strategic Tr3.1%
- Other69.3%
Portfolio Holdings
131 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 28.8K | $16.65M | 12.8% | −191.1K | Reduced |
| 2 | Apple Inc | 23.5K | $5.97M | 4.6% | −178.6K | Reduced |
| 3 | Broadcom Inc | 14.9K | $4.60M | 3.5% | −129.4K | Reduced |
| 4 | Tidal Trust I | 185.1K | $4.42M | 3.4% | −187.4K | Reduced |
| 5 | Vanguard Index Fds | 7.1K | $4.24M | 3.3% | −52.3K | Reduced |
| 6 | Schwab Strategic Tr | 129.7K | $3.98M | 3.1% | −5.0K | Reduced |
| 7 | Ea Series Trust | 28.5K | $3.31M | 2.6% | −266.2K | Reduced |
| 8 | Alphabet Inc | 10.9K | $3.13M | 2.4% | −135.4K | Reduced |
| 9 | Vaneck ETF Trust | 29.9K | $2.89M | 2.2% | −69.2K | Reduced |
| 10 | Proshares Tr | 69.3K | $2.89M | 2.2% | −47.9K | Reduced |
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