Bxm Wealth LLC Top Holdings and 13F Report (2026) About Bxm Wealth LLCInvestment ActivityBxm Wealth LLC has $129.91 million in total holdings as of March 31, 2026.Bxm Wealth LLC owns shares of 131 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 4.69% of the portfolio was purchased this quarter.About 626.97% of the portfolio was sold this quarter.This quarter, Bxm Wealth LLC has purchased 136 new stocks and bought additional shares in 14 stocks.Bxm Wealth LLC sold shares of 80 stocks and completely divested from 16 stocks this quarter.Largest Holdings Invesco QQQ $16,648,096Apple $5,973,715Broadcom $4,604,462TIDAL TRUST I $4,419,149Vanguard S&P 500 ETF $4,235,731 Largest New Holdings this Quarter 45782C300 - Innovator U.S. Equity Ultra Buffer ETF - January $2,346,339 Holding922908769 - Vanguard Total Stock Market ETF $413,845 Holding126408103 - CSX $370,356 Holding92189F692 - VanEck Pharmaceutical ETF $324,106 Holding92537N108 - Vertiv $295,684 Holding Largest Purchases this Quarter Innovator U.S. Equity Ultra Buffer ETF - January 55,195 shares (about $2.35M)TIDAL TRUST III 17,145 shares (about $428.80K)Vanguard Total Stock Market ETF 1,290 shares (about $413.85K)CSX 9,022 shares (about $370.36K)VanEck Pharmaceutical ETF 3,120 shares (about $324.11K) Largest Sales this Quarter Invesco QQQ 191,118 shares (about $110.31M)Parker-Hannifin 62,335 shares (about $55.80M)Apple 178,556 shares (about $45.32M)Microsoft 111,309 shares (about $41.21M)Broadcom 129,412 shares (about $40.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBxm Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$16,648,096$110,308,931 â–¼-86.9%28,84412.8%FinanceAAPLApple$5,973,715$45,315,773 â–¼-88.4%23,5384.6%Computer and TechnologyAVGOBroadcom$4,604,462$40,053,279 â–¼-89.7%14,8773.5%Computer and TechnologyTIDAL TRUST I$4,419,149$4,473,787 â–¼-50.3%185,1343.4%FUNDSTRAT GRANNYVOOVanguard S&P 500 ETF$4,235,731$31,275,567 â–¼-88.1%7,0883.3%ETFSCHDSchwab US Dividend Equity ETF$3,980,611$151,928 â–¼-3.7%129,7463.1%ETFBOXXAlpha Architect 1-3 Month Box ETF$3,313,102$30,953,722 â–¼-90.3%28,4902.6%ETFGOOGLAlphabet$3,134,934$38,929,600 â–¼-92.5%10,9022.4%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$2,892,781$6,688,063 â–¼-69.8%29,9152.2%ETFTQQQProShares UltraPro QQQ$2,890,008$1,995,430 â–¼-40.8%69,3382.2%ETFIJRiShares Core S&P Small-Cap ETF$2,374,694$249 â–²0.0%19,1031.8%ETFUJANInnovator U.S. Equity Ultra Buffer ETF - January$2,346,339$2,346,339 â–²New Holding55,1951.8%ETFVUGVanguard Growth ETF$2,286,596$146,325 â–²6.8%5,2351.8%ETFNVDANVIDIA$2,277,491$21,323,029 â–¼-90.3%13,0591.8%Computer and TechnologyIGMiShares Expanded Tech Sector ETF$2,088,383$174,802 â–¼-7.7%17,6221.6%ETFJPMJPMorgan Chase & Co.$1,963,111$15,069,833 â–¼-88.5%6,6741.5%FinanceMSFTMicrosoft$1,851,306$41,205,163 â–¼-95.7%5,0011.4%Computer and TechnologyUPROProShares UltraPro S&P 500$1,823,127$17,730,271 â–¼-90.7%18,7991.4%ETFCVXChevron$1,743,634$22,044,235 â–¼-92.7%8,4271.3%EnergyIDEViShares Core MSCI International Developed Markets ETF$1,706,332$501 â–²0.0%20,4181.3%ETFQQQMInvesco NASDAQ 100 ETF$1,572,569$2,614 â–²0.2%6,6181.2%ETFCOSTCostco Wholesale$1,483,896$7,807,147 â–¼-84.0%1,4891.1%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$1,402,6000.0%15,1241.1%ETFTIDAL TRUST III$1,289,391$428,797 â–²49.8%51,5551.0%FUNDSTRAT GRANNYAMZNAmazon.com$1,269,197$18,945,483 â–¼-93.7%6,0941.0%Retail/WholesaleVANECK FDS$1,140,214$1,573,265 â–¼-58.0%35,2240.9%ONCHAIN ECONOMYWALMART INC$1,099,132$9,758,836 â–¼-89.9%8,8440.8%COMRTXRTX$1,063,458$10,882,842 â–¼-91.1%5,5130.8%AerospaceORCLOracle$1,047,755$11,194,737 â–¼-91.4%7,1220.8%Computer and TechnologyJNJJohnson & Johnson$1,045,654$16,611,673 â–¼-94.1%4,2780.8%MedicalIBMInternational Business Machines$1,014,887$11,902,804 â–¼-92.1%4,1870.8%Computer and TechnologyFDTXFidelity Disruptive Technology ETF$954,000$1,812,305 â–¼-65.5%25,8400.7%ETFGCOWPacer Global Cash Cows Dividend ETF$934,7420.0%20,2150.7%ETFIAUiShares Gold Trust$908,0480.0%10,3000.7%FinanceVBVanguard Small-Cap ETF$906,243$16,833,333 â–¼-94.9%3,4600.7%ETFWEDBUSH SER TR$895,917$1,985,656 â–¼-68.9%31,5800.7%DAN IVES WEDBUSHFDVVFidelity High Dividend ETF$883,8400.0%16,0000.7%ETFMETAMeta Platforms$863,948$11,336,600 â–¼-92.9%1,5100.7%Computer and TechnologyCSCOCisco Systems$859,387$1,559,249 â–¼-64.5%11,0760.7%Computer and TechnologyABBVAbbVie$821,677$799,058 â–¼-49.3%3,7780.6%MedicalVONEVanguard Russell 1000 ETF$805,087$59,024 â–¼-6.8%2,7280.6%ETFIVViShares Core S&P 500 ETF$791,037$128,682 â–¼-14.0%1,2110.6%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$785,185$50,869 â–²6.9%33,8810.6%ETFMAMastercard$784,5020.0%1,5700.6%Business ServicesTXNTexas Instruments$777,725$8,372,872 â–¼-91.5%4,0060.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$766,471$13,343,963 â–¼-94.6%2,2680.6%Computer and TechnologyLOWLowe's Companies$763,412$7,093,045 â–¼-90.3%3,2310.6%Retail/WholesaleNVSNovartis$739,266$5,800,642 â–¼-88.7%4,8400.6%MedicalPALANTIR TECHNOLOGIES INC$729,206$1,271,612 â–¼-63.6%4,9850.6%CL AXOMExxonMobil$714,109$21,038 â–¼-2.9%4,2090.5%EnergyBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$697,019$74,139 â–²11.9%31,1660.5%ETFITWIllinois Tool Works$692,632$4,980,131 â–¼-87.8%2,6610.5%IndustrialsVANECK ETF TRUST$684,415$29,959 â–¼-4.2%18,3900.5%FABLESS SEMICONDPGProcter & Gamble$665,146$7,811,024 â–¼-92.2%4,6050.5%Consumer StaplesCATCaterpillar$661,702$28,374,547 â–¼-97.7%9340.5%IndustrialsRSPTInvesco S&P 500 Equal Weight Technology ETF$656,270$87,850 â–¼-11.8%14,5000.5%ETFOUSAALPS O'Shares U.S. Quality Dividend ETF$606,803$50,103 â–²9.0%10,9000.5%ETFJPIEJPMorgan Income ETF$573,844$4,008 â–²0.7%12,4560.4%ETFTSLATesla$544,986$2,163,959 â–¼-79.9%1,4660.4%Auto/Tires/TrucksIWFiShares Russell 1000 Growth ETF$497,1410.0%1,1660.4%ETFMPWRMonolithic Power Systems$492,0080.0%4500.4%Computer and TechnologyQCOMQualcomm$482,871$4,952,325 â–¼-91.1%3,7500.4%Computer and TechnologyOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$478,516$52,051 â–²12.2%10,9400.4%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$475,0000.0%25,0000.4%ETFBNY MELLON ETF TRUST II$469,666$204,951 â–²77.4%15,8350.4%DYNAMIC VALUESYKStryker$464,955$6,900 â–¼-1.5%1,4150.4%MedicalSPXLDirexion Daily S&P 500 Bull 3x Shares$460,746$4,025,981 â–¼-89.7%2,4920.4%ETFWMBWilliams Companies$447,3060.0%6,1460.3%EnergyBKGIBNY Mellon Global Infrastructure Income ETF$439,833$109,123 â–²33.0%9,8750.3%ETFHYDVanEck High Yield Muni ETF$431,3540.0%8,6030.3%ETFAFLAflac$424,7970.0%3,8720.3%FinancePHParker-Hannifin$418,972$55,804,743 â–¼-99.3%4680.3%IndustrialsSPLVInvesco S&P 500 Low Volatility ETF$418,4340.0%5,7210.3%ETFVTIVanguard Total Stock Market ETF$413,845$413,845 â–²New Holding1,2900.3%ETFKMIKinder Morgan$412,4190.0%12,3000.3%EnergyFTNTFortinet$400,4280.0%4,9000.3%Computer and TechnologyEMREmerson Electric$399,7420.0%3,0510.3%IndustrialsAMGNAmgen$393,720$9,190,670 â–¼-95.9%1,1190.3%MedicalCOPConocoPhillips$392,304$4,889,808 â–¼-92.6%2,9720.3%EnergySDYSPDR S&P Dividend ETF$375,0660.0%2,5700.3%ETFCSXCSX$370,356$370,356 â–²New Holding9,0220.3%TransportationMRKMerck & Co., Inc.$369,651$601,329 â–¼-61.9%3,0730.3%MedicalSCHYSchwab International Dividend Equity ETF$368,2060.0%11,6300.3%ETFSMHVanEck Semiconductor ETF$367,297$18,324,210 â–¼-98.0%9580.3%ManufacturingVVisa$364,240$9,610,495 â–¼-96.3%1,2050.3%Business ServicesDUKDuke Energy$363,620$456,456 â–¼-55.7%2,7770.3%UtilitiesMTBM&T Bank$330,7520.0%1,6000.3%FinancePPHVanEck Pharmaceutical ETF$324,106$324,106 â–²New Holding3,1200.2%ManufacturingBRK.BBerkshire Hathaway$315,314$11,022 â–¼-3.4%6580.2%FinanceABTAbbott Laboratories$312,527$2,641,490 â–¼-89.4%3,0440.2%MedicalNFLXNetflix$297,104$542,383 â–¼-64.6%3,0900.2%Consumer DiscretionaryDISWalt Disney$296,947$282,586 â–¼-48.8%3,0810.2%Consumer DiscretionaryMMM3M$296,850$10,892 â–¼-3.5%2,0440.2%Multi-Sector ConglomeratesVRTVertiv$295,684$295,684 â–²New Holding1,1800.2%Computer and TechnologyHDHome Depot$294,028$1,696,417 â–¼-85.2%8940.2%Retail/WholesaleLMTLockheed Martin$286,481$25,088,241 â–¼-98.9%4740.2%AerospacePWRQuanta Services$285,490$24,706 â–¼-8.0%5200.2%ConstructionMCDMcDonald's$284,880$6,616,548 â–¼-95.9%9170.2%Retail/WholesaleBTIBritish American Tobacco$282,1180.0%4,8250.2%Consumer StaplesDELLDell Technologies$281,055$7,684,687 â–¼-96.5%1,7120.2%Computer and TechnologyShowing largest 100 holdings. 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