Bxm Wealth LLC filed its 13F report for Q4 2025 on January 20, 2026. The portfolio totaled 129.69 M reflecting a +22.84% change from the prior quarter, spanning 136 assets. The top 10 holdings comprised 43.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 27 new positions and 20 complete exits.
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Bxm Wealth submitted their Form 13F-HR for the Q4 2025 period on 01/20/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Bxm Wealth reported a managed portfolio value of 129.69 M, consisting of 136 individual positions.
This page displays the raw filing documents. To see which stocks Bxm Wealth bought or sold during Q4 2025, please visit Bxm Wealth's Portfolio Analysis page.