BXM Wealth LLC
Filing Date
Global Rank
#1,709
/ 2,968
▲ 4619
Top Industry
Semiconductors
21.0%
3Y Alpha vs SPY
+1.8%
Period ended 29 days ago
Filed Jul 27, 2026 · 2d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+26.3%
SPY
+23.3%
Annualised alpha
+2.0%
Max drawdown
−18.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
95 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
23.4%
+0.4 pts
Top 5
44.8%
−0.3 pts
Top 10
54.4%
−2.2 pts
HHI
724
Diversified−7
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.9% | $37,936,467 |
| Unclassified | 24.2% | $25,561,295 |
| Financial Services | 8.6% | $9,092,163 |
| Industrials | 7.1% | $7,540,211 |
| Communication Services | 5.7% | $6,038,791 |
| Healthcare | 5.1% | $5,419,836 |
| Consumer Defensive | 4.5% | $4,730,354 |
| Energy | 4.2% | $4,407,925 |
| Consumer Cyclical | 3.5% | $3,741,149 |
| Utilities | 0.9% | $972,645 |
| Basic Materials | 0.3% | $293,667 |
| Real Estate | 0.0% | $46,200 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KMI | Kinder Morgan, Inc. | +6,427 | 18,727 | $598,702 | |
| NVDA | Nvidia Corp | +5,810 | 18,869 | $3,775,498 | |
| RF | Regions Financial Corp | +5,000 | 14,675 | $443,185 | |
| QQQ | Invesco Qqq Trust, Series 1 | +4,811 | 33,655 | $24,783,542 | |
| KLAC | Kla Corp | +4,568 | 4,720 | $1,424,071 | |
| AVGO | Broadcom Inc. | +3,831 | 18,708 | $7,066,947 | |
| CSCO | Cisco Systems, Inc. | +3,596 | 14,672 | $1,723,373 | |
| CVX | Chevron Corp | +3,121 | 11,548 | $1,914,196 | |
| BMNR | Bitmine Immersion Technologies, Inc. | +2,730 | 13,520 | $179,951 | |
| GOOGL | Alphabet Inc. | +1,922 | 12,824 | $4,582,912 | |
| COP | Conocophillips | +1,750 | 4,722 | $490,899 | |
| PLTR | Palantir Technologies Inc. | +1,618 | 6,603 | $770,372 | |
| MSFT | Microsoft Corp | +1,587 | 6,588 | $2,457,455 | |
| WMT | Walmart Inc. | +1,402 | 10,246 | $1,160,461 | |
| ABBV | AbbVie Inc. | +1,399 | 5,177 | $1,302,740 | |
| DUK | Duke Energy CORP | +1,288 | 4,065 | $514,547 | |
| AAPL | Apple Inc. | +1,261 | 24,799 | $7,175,838 | |
| ORCL | Oracle Corp | +1,258 | 8,380 | $1,228,089 | |
| MS | Morgan Stanley | +1,251 | 2,507 | $524,063 | |
| JNJ | Johnson & Johnson | +1,152 | 5,430 | $1,379,057 | |
| SHOP | Shopify Inc. | +1,065 | 3,255 | $371,655 | |
| JPM | Jpmorgan Chase & Co | +985 | 7,659 | $2,507,020 | |
| AXP | American Express Co | +985 | 1,815 | $613,923 | |
| XOM | ExxonMobil Holdings Corp | +958 | 5,167 | $706,432 | |
| EMR | Emerson Electric Co | +945 | 3,996 | $572,027 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ABT | Abbott Laboratories | −207 | 2,837 | $257,429 | |
| FCRS | FutureCrest Acquisition Corp. | −100 | 24,788 | $255,316 | |
| LOW | Lowes Companies Inc | −50 | 3,181 | $701,378 | |
| CAT | Caterpillar Inc | −15 | 919 | $978,643 | |
| SYK | Stryker Corp | −12 | 1,403 | $441,720 | |
| DIS | Walt Disney Co | −5 | 3,076 | $296,065 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 1,596 | $927,132 | |
| DDOG | Datadog, Inc. | 2,436 | $634,236 | |
| AMAT | Applied Materials Inc /De | 789 | $570,447 | |
| MU | Micron Technology Inc | 460 | $530,973 | |
| PM | Philip Morris International Inc. | 2,584 | $467,471 | |
| CMI | Cummins Inc | 654 | $466,439 | |
| GEV | GE Vernova Inc. | 383 | $449,971 | |
| CFG | Citizens Financial Group Inc/Ri | 5,845 | $409,559 | |
| ENPH | Enphase Energy, Inc. | 7,765 | $382,348 | |
| FITB | Fifth Third Bancorp | 5,875 | $331,173 | |
| BMY | Bristol Myers Squibb Co | 5,350 | $308,267 | |
| MO | Altria Group, Inc. | 4,218 | $303,485 | |
| KO | Coca Cola Co | 3,627 | $294,766 | |
| GWW | W.W. Grainger, Inc. | 215 | $292,486 | |
| BAC | Bank Of America Corp /De/ | 5,090 | $290,028 | |
| MDB | MongoDB, Inc. | 725 | $243,527 | |
| SNA | Snap-on Inc | 580 | $233,392 | |
| DOV | DOVER Corp | 925 | $207,459 | |
| OWL | Blue Owl Capital Inc. | 14,815 | $129,631 | |
| CRWD | CrowdStrike Holdings, Inc. | 427 | $81,465 | |
| CION | CION Investment Corp | 10,190 | $63,483 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CSX | Csx Corp | 9,022 | $370,353 | |
| NFLX | Netflix Inc | 3,090 | $297,103 | |
| BJ | BJ's Wholesale Club Holdings, Inc. | 2,750 | $270,655 | |
| GPC | Genuine Parts Co | 2,556 | $270,297 | |
| CAVA | Cava Group, Inc. | 2,830 | $228,947 | |
| SGMOQ | Sangamo Therapeutics, Inc | 12,350 | $3,087 | |
| No positions match the current search. | ||||
95 tracked positions ·
$105,780,703 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 95 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 33,655 | $24,783,542 | 23.43% | |
| AAPL |
Apple Inc.
Technology
|
Added | 24,799 | $7,175,838 | 6.78% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 18,708 | $7,066,947 | 6.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 12,824 | $4,582,912 | 4.33% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 18,869 | $3,775,498 | 3.57% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 7,659 | $2,507,020 | 2.37% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,588 | $2,457,455 | 2.32% | |
| CVX |
Chevron Corp
Energy
|
Added | 11,548 | $1,914,196 | 1.81% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 14,672 | $1,723,373 | 1.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 6,504 | $1,550,163 | 1.47% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 3,048 | $1,455,633 | 1.38% | |
| KLAC |
Kla Corp
Technology
|
Added | 4,720 | $1,424,071 | 1.35% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 4,675 | $1,393,477 | 1.32% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 1,489 | $1,392,914 | 1.32% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 5,430 | $1,379,057 | 1.30% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 4,788 | $1,346,433 | 1.27% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 5,177 | $1,302,740 | 1.23% | |
| ORCL |
Oracle Corp
Technology
|
Added | 8,380 | $1,228,089 | 1.16% | |
| RTX |
RTX Corp
Industrials
|
Added | 6,406 | $1,215,410 | 1.15% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 10,246 | $1,160,461 | 1.10% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,059 | $1,159,814 | 1.10% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 919 | $978,643 | 0.93% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 1,596 | $927,132 | 0.88% | |
| FTNT |
Fortinet, Inc.
Technology
|
Added | 5,500 | $844,910 | 0.80% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 5,546 | $813,265 | 0.77% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 1,570 | $806,352 | 0.76% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Added | 2,976 | $804,918 | 0.76% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 1,862 | $803,378 | 0.76% | |
| IAU |
Ishares Gold Trust
|
Held | 10,300 | $777,753 | 0.74% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 6,603 | $770,372 | 0.73% | |
| NVS |
Novartis AG
Healthcare
|
Held | 4,840 | $758,524 | 0.72% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,766 | $742,779 | 0.70% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 3,850 | $711,441 | 0.67% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,067 | $709,167 | 0.67% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 5,167 | $706,432 | 0.67% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 3,181 | $701,378 | 0.66% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 1,968 | $671,127 | 0.63% | |
| DDOG |
Datadog, Inc.
Technology
|
NEW | 2,436 | $634,236 | 0.60% | |
| MPWR |
Monolithic Power Systems, Inc.
Technology
|
Held | 450 | $622,062 | 0.59% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 633 | $619,149 | 0.59% | |
| AXP |
American Express Co
Financial Services
|
Added | 1,815 | $613,923 | 0.58% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Added | 18,727 | $598,702 | 0.57% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 1,594 | $577,219 | 0.55% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 3,996 | $572,027 | 0.54% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 789 | $570,447 | 0.54% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 460 | $530,973 | 0.50% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 2,507 | $524,063 | 0.50% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 1,543 | $516,627 | 0.49% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 4,065 | $514,547 | 0.49% | |
| COP |
Conocophillips
Energy
|
Added | 4,722 | $490,899 | 0.46% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.