BXM Wealth LLC VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 2052379
As of 2026-06-30, BXM Wealth LLC reported 10.84K VOO (shares), valued at $7.45M, or 4.05% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares increased 52.99%; reported value increased 75.84%, and weight changed +0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.05% | 10,844 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 3.26% | 7,088 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 2.96% | 59,424 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 2.79% | 8,339 | SEC filing ↗Filed Oct 28, 2025 |
| Q2 2025 | 1.91% | 2,831 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 1.54% | 2,500 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | 2.43% | 3,218 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | 2.43% | 3,218 | $1.73M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 1.54% | 2,500 | $1.28M | Shares decreased 22.31%; reported value decreased 25.96%, and weight changed -0.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 1.91% | 2,831 | $1.61M | Shares increased 13.24%; reported value increased 25.26%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 2.79% | 8,339 | $2.94M | Shares increased 194.56%; reported value increased 82.94%, and weight changed +0.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2025 | 2.96% | 59,424 | $3.84M | Shares increased 612.60%; reported value increased 30.43%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 3.26% | 7,088 | $4.24M | Shares decreased 88.07%; reported value increased 10.39%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 4.05% | 10,844 | $7.45M | Shares increased 52.99%; reported value increased 75.84%, and weight changed +0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.