BXM Wealth LLC
BXM Wealth LLC reported 163 positions worth $183.8M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: QQQ (13.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $24.8M | 13.48% | 33,655 | — | — | |
| ▸ 2 | GRNY | SH | $8.0M | 4.35% | 289,149 | — | — | |
| ▸ 3 | VOO | SH | $7.4M | 4.05% | 10,844 | — | — | |
| ▸ 4 | AAPL | SH | $7.2M | 3.90% | 24,799 | — | — | |
| ▸ 5 | AVGO | SH | $7.1M | 3.84% | 18,708 | — | — | |
| ▸ 6 | GOOGL | SH | $4.6M | 2.49% | 12,824 | — | — | |
| ▸ 7 | SCHD | SH | $4.1M | 2.24% | 129,752 | — | — | |
| ▸ 8 | NVDA | SH | $3.8M | 2.05% | 18,869 | — | — | |
| ▸ 9 | MOAT | SH | $3.4M | 1.87% | 33,055 | — | — | |
| ▸ 10 | TQQQ | SH | $3.0M | 1.64% | 37,105 | — | — |
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Frequently Asked Questions
What stocks does BXM Wealth LLC hold as of Q2 2026?
BXM Wealth LLC reported 163 positions worth $183.8M in its Q2 2026 13F filing. Largest positions: QQQ (13.5%), GRNY (4.3%), VOO (4.1%), AAPL (3.9%) and AVGO (3.8%).
What did BXM Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BXM Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.