Bxm Wealth LLC filed its 13F report for Q1 2026 on April 23, 2026. The portfolio totaled 129.91 M reflecting a +0.17% change from the prior quarter, spanning 131 assets. The top 10 holdings comprised 40.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 14 new positions and 16 complete exits.
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Bxm Wealth submitted their Form 13F-HR for the Q1 2026 period on 04/23/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Bxm Wealth reported a managed portfolio value of 129.91 M, consisting of 131 individual positions.
This page displays the raw filing documents. To see which stocks Bxm Wealth bought or sold during Q1 2026, please visit Bxm Wealth's Portfolio Analysis page.