BXM Wealth LLC
CIK 2052379 · Holdings on Dec 31, 2025 · First reported Jan 20, 2026
Top ten holdings
Q4 2025- QQQ13.99%
- AAPL4.81%
- AVGO3.87%
- GRNY3.09%
- VOO2.96%
- SCHD2.85%
- TQQQ2.82%
- UPRO2.55%
- GOOGL2.52%
- BOXX2.51%
Share classes counted separately41.97%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- QQQWeight increased · +8.39 pp5.60% → 13.99%Shares +208.04K (+1744.85%)
- BOXXWeight increased · +1.93 pp0.58% → 2.51%Shares +287.17K (+3831.51%)
- AVGOWeight decreased · -1.76 pp5.63% → 3.87%Shares +126.29K (+701.56%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $18.14M | 13.99% | 219.96K shares | 5.60% → 13.99%+8.39 pp +208.04K (+1744.85%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $6.24M | 4.81% | 202.09K shares | 5.24% → 4.81%-0.43 pp +180.35K (+829.51%) | Added | ↗▾ |
| 03 | AVGOBROADCOM INC View history and evidence | $5.02M | 3.87% | 144.29K shares | 5.63% → 3.87%-1.76 pp +126.29K (+701.56%) | Added | ↗▾ |
| 04 | GRNYFUNDSTR GRAN SH US LRG CAPFUNDSTRAT GRANNY View history and evidence | $4.00M | 3.09% | 372.56K shares | 2.19% → 3.09%+0.90 pp +280.10K (+302.94%) | Added | ↗▾ |
| 05 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $3.84M | 2.96% | 59.42K shares | 2.79% → 2.96%+0.17 pp +51.09K (+612.60%) | Added | ↗▾ |
| 06 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $3.69M | 2.85% | 134.70K shares | 1.23% → 2.85%+1.62 pp +84.98K (+170.95%) | Added | ↗▾ |
| 07 | TQQQPROSHARES ULTRAPRO QQQULTRAPRO QQQ View history and evidence | $3.65M | 2.82% | 117.21K shares | 2.86% → 2.82%-0.04 pp +100.54K (+603.18%) | Added | ↗▾ |
| 08 | UPROPROSHARES ULTRAPRO S&P 500ULTRPRO S&P500 View history and evidence | $3.31M | 2.55% | 201.62K shares | Prior unavailable +201.62K | New | ↗▾ |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $3.27M | 2.52% | 146.28K shares | 2.68% → 2.52%-0.16 pp +134.63K (+1155.22%) | Added | ↗▾ |
| 10 | BOXXALPHA ARCHITECT 1-3 MNTH BOXALPHA ARCH 1-3 View history and evidence | $3.25M | 2.51% | 294.67K shares | 0.58% → 2.51%+1.93 pp +287.17K (+3831.51%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ACWV ISHARES MSCI GLOBAL MIN VOL | Non-derivative | -4,600 | -$551.63K | SEC filing ↗ | SEC filing ↗ |
| KLAC KLA CORP | Non-derivative | -425 | -$458.40K | SEC filing ↗ | SEC filing ↗ |
| PM PHILIP MORRIS INTERNATIONAL | Non-derivative | -2,599 | -$421.56K | SEC filing ↗ | SEC filing ↗ |
3 / 20 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2052379 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 129686799
}Research all 136 reported holdings.
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