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Bxm Wealth - Q2 2026 13F Filings

BX

Bxm Wealth LLC

CIK: 0002052379
Address: Colorado Englewood 8310 S Valley Highway Suite 300
$183.82 M
Portfolio Value
163
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. QQQ Invesco Qqq Trust Series I
+$3.54 M
2. GRNY Fundstrat Granny Shots Us Large Cap Etf
+$2.88 M
3. VOO Vanguard S&P 500 Etf
+$2.58 M
4. VUG Vanguard Growth Etf
+$2.23 M
5. AVGO Broadcom
+$1.45 M

Top Sells

Q2 2026
1. TQQQ Proshares Ultrapro Qqq
−$2.61 M
2. UPRO Proshares Ultrapro S&P500
−$2.33 M
3. UJAN Innovator Us Equity Ultra Buffer Etf - January
−$1.26 M
4. BOXX Alpha Architect 1-3 Month Box Etf
−$866,465.96
5. CSX Csx Corporation
−$370,356

Asset Allocation

Stocks/ETFs
+41.50%
$183.82 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bxm Wealth Q2 2026 Filing Summary

Bxm Wealth LLC filed its 13F report for Q2 2026 on July 24, 2026. The portfolio totaled 183.82 M reflecting a +41.50% change from the prior quarter, spanning 163 assets. The top 10 holdings comprised 39.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 40 new positions and 8 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Bxm Wealth’s Q2 2026 Filing

Bxm Wealth submitted their Form 13F-HR for the Q2 2026 period on 07/24/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Bxm Wealth reported a managed portfolio value of 183.82 M, consisting of 163 individual positions.

This page displays the raw filing documents. To see which stocks Bxm Wealth bought or sold during Q2 2026, please visit Bxm Wealth's Portfolio Analysis page.