BXM Wealth LLC
•CIK: 2052379•Filing: Q4 2025
**BXM Wealth LLC** manages $130M across a diversified portfolio of 136 positions. The fund exhibits significant concentration in technology and growth sectors, with NDQ representing the largest holding at $18.1M. Notable allocations include substantial positions in AAPL ($6.2M), AVGO ($5.0M), and GOOGL ($3.3M). This structure suggests a tactical, high-conviction approach targeting market leaders and sector momentum.
Total AUM
$129.7M
QoQ Performance
+22.8%
Positions
111
Top 10 Concentration
42.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
NDQ14.0%
AAPL4.8%
AVGO3.9%
GRNY3.1%
VOO3.0%
SCHD2.8%
TQQQ2.8%
UPRO2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.5%
Technology19.7%
Consumer4.6%
ETF3.7%
Financial3.5%
Healthcare2.1%
Industrial1.5%
Energy0.6%
🚪 Exited Positionssold since Q3 2025
+15 more exited positions
Changes from Q3 2025
NEW27 new positions
↑81 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024