13F-HR filed by BXM Wealth LLC
BXM Wealth LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-20, with 136 holding rows worth $129,686,799.
- Accession
- 0002085853-26-000054
- Filer
- CIK 2052379
- Filed
- 2026-01-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 136 entries on the cover page, a total value of $129,686,799 stated on the cover page (in dollars after the unit check, H1), rows summing to $129,686,799 with VALUE read as dollars as filed, 13F file number 028-24677. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INVESCO QQQ TR | 46090E103 | COM | 219,962 | $18,138,426 | dollars as filed | |
| Apple Inc | 037833100 | COM | 202,094 | $6,236,766 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 144,289 | $5,019,297 | dollars as filed | |
| TIDAL TRUST I | 886364231 | FUND GRAN US ETF | 372,557 | $4,003,655 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 59,424 | $3,837,009 | dollars as filed | |
| SCHD | 808524797 | COM | 134,698 | $3,694,770 | dollars as filed | |
| PROSHARES TR | 74347X831 | ULTRAPRO QQQ | 117,213 | $3,651,137 | dollars as filed | |
| PROSHARES TR | 74347X864 | ULTRPRO S&P500 | 201,623 | $3,307,832 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 146,283 | $3,268,363 | dollars as filed | |
| EA SERIES TRUST | 02072L565 | ALPHA ARCH 1-3 | 294,667 | $3,249,286 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 99,078 | $3,022,038 | dollars as filed | |
| iShares Expanded Tech Sector ETF | 464287549 | SHS | 19,097 | $2,466,569 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 4,900 | $2,390,514 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 19,101 | $2,295,558 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 135,324 | $2,282,302 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 116,310 | $2,222,050 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 57,907 | $2,046,677 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 20,412 | $1,683,582 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 6,607 | $1,671,042 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 15,124 | $1,424,076 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 9,323 | $1,347,144 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 83,217 | $1,328,169 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 97,060 | $1,305,683 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 53,293 | $1,221,144 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 114,967 | $1,192,932 | dollars as filed | |
| VANECK FDS | 92107P780 | ONCHAIN ECONOMY | 83,826 | $1,163,095 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092139 | DISRUPTIVE TECH | 74,928 | $1,062,070 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 21,324 | $1,004,047 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 87,367 | $996,041 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 61,930 | $964,810 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,408 | $964,432 | dollars as filed | |
| Fidelity High Dividend ETF | 316092840 | SHS | 16,000 | $907,040 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 2,928 | $904,869 | dollars as filed | |
| WEDBUSH SER TR | 947913109 | DAN IVE REVO ETF | 101,572 | $899,872 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,570 | $896,300 | dollars as filed | |
| TIDAL TRUST III | 45259A258 | FUND GRA MID ETF | 34,410 | $879,176 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 7,452 | $867,364 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 13,678 | $851,473 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 31,172 | $840,891 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 67,729 | $836,266 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 10,300 | $836,051 | dollars as filed | |
| PACER FDS TR | 69374H709 | GLOBL CASH ETF | 20,215 | $833,262 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 72,240 | $817,081 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 33,251 | $749,159 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 16,441 | $748,230 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J635 | INVSCO BLSH 26 | 31,686 | $739,558 | dollars as filed | |
| VANECK ETF TRUST | 92189H664 | FABLESS SEMICOND | 19,195 | $729,986 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 41,753 | $682,971 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 42,817 | $676,254 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 47,134 | $652,746 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 7,287 | $648,060 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 42,210 | $637,104 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 21,794 | $636,271 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J585 | BULETSHS 2027 | 27,851 | $629,830 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 58,683 | $605,865 | dollars as filed | |
| ALPS ETF TR | 00162Q387 | OSHARES US QUALT | 10,000 | $577,000 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 12,369 | $572,556 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,166 | $551,798 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,333 | $521,457 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 40,985 | $506,487 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 1,436 | $504,711 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P855 | INSTL PFD SECS | 25,000 | $484,750 | dollars as filed | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 8,603 | $439,785 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 3,872 | $426,965 | dollars as filed | |
| ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF | 00162Q395 | ETF | 9,750 | $426,465 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,440 | $414,068 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 5,721 | $408,594 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 450 | $407,862 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 3,051 | $404,929 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,509 | $404,865 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 4,900 | $389,109 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 32,999 | $380,290 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 6,146 | $369,436 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 2,570 | $357,641 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 28,772 | $355,655 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 62,803 | $349,018 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 6,013 | $347,593 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524672 | INTERNL DIVID | 11,630 | $346,807 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 27,240 | $345,392 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 22,215 | $344,338 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 681 | $342,305 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 2,119 | $339,252 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 12,300 | $338,127 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 10,124 | $334,063 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 3,548 | $330,663 | dollars as filed | |
| M & T BK CORP COM | 55261F104 | Stock | 1,600 | $322,368 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,750 | $322,350 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 6,263 | $322,006 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 2,199 | $316,566 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 48,752 | $308,044 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 8,072 | $306,777 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 6,052 | $306,264 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 725 | $304,275 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 2,280 | $294,211 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 8,731 | $291,185 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T826 | GLOBAL INFRASCTR | 7,425 | $279,355 | dollars as filed | |
| BRITISH AMERN TOB PLC SPONSORED ADR | 110448107 | ADR | 4,825 | $273,192 | dollars as filed | |
| American Express Company | 025816109 | COM | 32,177 | $270,518 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 51,096 | $265,746 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 1,662 | $264,657 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 9,675 | $262,193 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J452 | INVSCO 28 HYCORP | 11,854 | $260,778 | dollars as filed | |
| BNY MELLON ETF TRUST II | 05613H100 | DYNAMIC VALUE | 8,925 | $259,004 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 1,968 | $257,867 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092162 | DISRU COMMU ETF | 5,355 | $257,437 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,330 | $254,775 | dollars as filed | |
| FUTURECREST ACQUISITION CORP | G3730U107 | CL A ORD SHS | 24,888 | $251,369 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 3,465 | $247,062 | dollars as filed | |
| BITMINE IMMERSION TECHS INC | 09175A206 | COM NEW | 28,224 | $246,840 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 13,462 | $243,498 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092147 | DISRUPTIVE MEDIC | 8,990 | $243,180 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 40,016 | $241,165 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 565 | $238,464 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 9,393 | $234,261 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 2,824 | $230,749 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 850 | $230,520 | dollars as filed | |
| ALPS ETF TR | 00162Q338 | ELECTRIFICATION | 13,349 | $222,286 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 1,500 | $217,140 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 9,006 | $212,192 | dollars as filed | |
| BHP BILLITON LIMITED SPONSORED ADS | 088606108 | ADR | 3,375 | $203,749 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 41,984 | $187,750 | dollars as filed | |
| VGT | 92204A702 | SHS | 37,923 | $176,444 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 48,522 | $166,189 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 28,950 | $125,106 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072810 | FOCUSED DYNAMIC | 152,545 | $123,600 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 16,616 | $80,643 | dollars as filed | |
| Bit Digital, Inc. Ordinary Shares | 09174C104 | COM | 30,324 | $74,085 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC | 683712103 | COM | 10,000 | $58,300 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y871 | GRWT ACLRTD PLUS | 58,517 | $44,720 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 40,344 | $35,220 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 10,232 | $29,896 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 34,225 | $27,323 | dollars as filed | |
| SANGAMO THERAPEUTICS INC | 800677106 | COM | 12,450 | $5,229 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33735T109 | COMMON SHS | 28,875 | $1,650 | dollars as filed | Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 33,292 | $315 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25459W862 | DA 500 BU 3X ETF | 24,267 | $110 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-26-000054 | this filing | 2026-01-20 | acceptance time not in the bulk data set |