account_balance
Investment manager · 13F filer · SEC CIK 2052379
BXM Wealth LLC
Reported value$187Mas of Sep 30, 2026
Positions157 9 new, 15 sold out
Top 10 weight40.3%QQQ alone is 13%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
13.1%Trimmed −2%
GRNYTidal Trust I
4.4%Added +3%
AAPLApple Inc.
4.4%
VOOVanguard Index FDS
3.8%Trimmed −6%
AVGOBroadcom Inc.
3.6%
GOOGLAlphabet Inc.
2.4%Added +2%
NVDANVIDIA Corp
2.3%
SCHDSchwab Strategic Tr
2.3%
TQQQProshares Tr
2.1%Added +37%
MSFTMicrosoft Corp
1.9%+3%
MOATVaneck ETF Trust
1.7%
VUGVanguard Index FDS
1.6%
QQQInvesco QQQ Tr
13.1%Trimmed −2%
GRNYTidal Trust I
4.4%
AAPLApple Inc.
4.4%
VOOVanguard Index FDS
3.8%
AVGOBroadcom Inc.
3.6%
GOOGLAlphabet Inc.
2.4%
NVDANVIDIA Corp
2.3%
SCHDSchwab Strategic Tr
2.3%
TQQQ2.1%
MSFTMOAT1.7%
VUG1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Tr 13.1% Trimmed −2%
GRNY Tidal Trust I 4.4% Added +3%
AAPL Apple Inc. 4.4% HeldVOO Vanguard Index FDS 3.8% Trimmed −6%
AVGO Broadcom Inc. 3.6% HeldGOOGL Alphabet Inc. 2.4% Added +2%NVDA NVIDIA Corp 2.3% HeldSCHD Schwab Strategic Tr 2.3% Held
TQQQ Proshares Tr 2.1% Added +37%
MSFT Microsoft Corp 1.9% Added +3%MOAT Vaneck ETF Trust 1.7% Trimmed −9%
VUG Vanguard Index FDS 1.6% Added +7%
What changed
Biggest moves since Jun 30, 2026
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