BXM Wealth LLC

CIK

2052379

Location

Englewood, CO

Portfolio Value

Micro $72,311,215

Diversification

Diversified

Filing Date

Global Rank

#5,956 / 8,232 ▼ 4064

Top Industry

Semiconductors 17.7%

3Y Alpha vs SPY

+1.3%

Period ended 2 months ago

Filed Apr 23, 2026 · 51d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+26.3%

SPY

+23.4%

Annualised alpha

+2.1%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

80 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.0%

+5.8 pts

Top 5

45.1%

+0.4 pts

Top 10

56.6%

−5.6 pts

HHI

731

Diversified+126

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.6%	$22,836,091	19
Unclassified	24.3%	$17,556,227	2
Financial Services	8.1%	$5,872,899	13
Industrials	6.6%	$4,771,360	10
Communication Services	6.4%	$4,592,944	4
Healthcare	5.7%	$4,150,640	8
Energy	5.5%	$3,946,506	6
Consumer Defensive	5.3%	$3,800,734	5
Consumer Cyclical	5.1%	$3,667,843	8
Utilities	1.1%	$823,674	3
Basic Materials	0.3%	$245,497	1
Real Estate	0.1%	$46,800	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
ANET	Arista Networks, Inc.	+16	1,984	$243,595
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−191,118	28,844	$16,648,179
AAPL	Apple Inc.	−178,556	23,538	$5,973,709
GOOGL	Alphabet Inc.	−135,381	10,902	$3,134,979
AVGO	Broadcom Inc.	−129,412	14,877	$4,604,580
NVDA	Nvidia Corp	−122,265	13,059	$2,277,489
MSFT	Microsoft Corp	−111,309	5,001	$1,851,220
CVX	Chevron Corp	−106,540	8,427	$1,743,546
AMZN	Amazon Com Inc	−90,966	6,094	$1,269,197
WMT	Walmart Inc.	−78,523	8,844	$1,099,132
ORCL	Oracle Corp	−76,095	7,122	$1,047,717
JNJ	Johnson & Johnson	−67,962	4,278	$1,045,714
PH	Parker-Hannifin Corp	−62,335	468	$418,972
RTX	RTX Corp	−56,417	5,513	$1,063,457
PG	PROCTER & GAMBLE Co	−54,078	4,605	$665,146
JPM	Jpmorgan Chase & Co	−51,233	6,674	$1,963,223
IBM	International Business Machines Corp	−49,106	4,187	$1,014,886
GPC	Genuine Parts Co	−48,540	2,556	$270,297
DELL	Dell Technologies Inc.	−46,810	1,712	$280,990
TXN	Texas Instruments Inc	−43,128	4,006	$777,724
LMT	Lockheed Martin Corp	−41,510	474	$286,480
CAT	Caterpillar Inc	−40,051	934	$661,701
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−39,485	2,268	$766,470
QCOM	Qualcomm Inc/De	−38,460	3,750	$482,925
NVS	Novartis AG	−37,977	4,840	$739,310
COP	Conocophillips	−37,044	2,972	$392,304
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
CSX	Csx Corp	9,022	$370,353
VRT	Vertiv Holdings Co	1,180	$295,684
BJ	BJ's Wholesale Club Holdings, Inc.	2,750	$270,655
CAVA	Cava Group, Inc.	2,830	$228,947
KLAC	Kla Corp	152	$223,806
SO	Southern Co	2,250	$217,170
ORBS	Eightco Holdings Inc.	12,850	$11,976
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
AJG	Arthur J. Gallagher & Co.	28,950	$7,491,970
KO	Coca Cola Co	40,344	$2,820,449
BITB	Bitwise Bitcoin ETF	30,324	$1,442,209
NKE	NIKE, Inc.	16,616	$1,058,605
ED	Consolidated Edison Inc	10,232	$1,016,242
ACN	Accenture plc	1,509	$404,864
CRM	Salesforce, Inc.	1,440	$381,470
MDB	MongoDB, Inc.	725	$304,275
UBER	Uber Technologies, Inc	2,824	$230,749
APO	Apollo Global Management, Inc.	1,500	$217,140
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 positions · $72,311,215 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 80 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	28,844	-191,118	$16,648,179	−87.7%	23.02%
AAPL	Apple Inc. Technology	Reduced	23,538	-178,556	$5,973,709	−89.1%	8.26%
AVGO	Broadcom Inc. Technology	Reduced	14,877	-129,412	$4,604,580	−90.8%	6.37%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,902	-135,381	$3,134,979	−93.2%	4.34%
NVDA	Nvidia Corp Technology	Reduced	13,059	-122,265	$2,277,489	−91.0%	3.15%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,674	-51,233	$1,963,223	−89.5%	2.71%
MSFT	Microsoft Corp Technology	Reduced	5,001	-111,309	$1,851,220	−96.7%	2.56%
CVX	Chevron Corp Energy	Reduced	8,427	-106,540	$1,743,546	−90.0%	2.41%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,489	-7,834	$1,483,684	−81.5%	2.05%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,094	-90,966	$1,269,197	−94.3%	1.76%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,844	-78,523	$1,099,132	−88.7%	1.52%
RTX	RTX Corp Industrials	Reduced	5,513	-56,417	$1,063,457	−90.6%	1.47%
ORCL	Oracle Corp Technology	Reduced	7,122	-76,095	$1,047,717	−93.5%	1.45%
JNJ	Johnson & Johnson Healthcare	Reduced	4,278	-67,962	$1,045,714	−93.0%	1.45%
IBM	International Business Machines Corp Technology	Reduced	4,187	-49,106	$1,014,886	−93.6%	1.40%
IAU	Ishares Gold Trust	Held	10,300	0	$908,048	+8.6%	1.26%
META	Meta Platforms, Inc. Communication Services	Reduced	1,510	-19,814	$863,916	−93.9%	1.19%
CSCO	Cisco Systems, Inc. Technology	Reduced	11,076	-20,096	$859,386	−64.2%	1.19%
ABBV	AbbVie Inc. Healthcare	Reduced	3,778	-3,674	$821,677	−51.7%	1.14%
MA	Mastercard Inc Financial Services	Held	1,570	0	$784,466	−12.5%	1.08%
TXN	Texas Instruments Inc Technology	Reduced	4,006	-43,128	$777,724	−90.5%	1.08%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,268	-39,485	$766,470	−94.0%	1.06%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	3,231	-30,020	$763,420	−90.5%	1.06%
NVS	Novartis AG Healthcare	Reduced	4,840	-37,977	$739,310	−87.5%	1.02%
PLTR	Palantir Technologies Inc. Technology	Reduced	4,985	-8,693	$729,205	−70.0%	1.01%
XOM	Exxon Mobil Corp Energy	Reduced	4,209	-124	$714,098	+36.9%	0.99%
ITW	Illinois Tool Works Inc Industrials	Reduced	2,661	-19,133	$692,631	−87.1%	0.96%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,605	-54,078	$665,146	−92.1%	0.92%
CAT	Caterpillar Inc Industrials	Reduced	934	-40,051	$661,701	−97.2%	0.92%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,466	-5,821	$544,985	−83.4%	0.75%
MPWR	Monolithic Power Systems Inc Technology	Held	450	0	$492,007	+20.6%	0.68%
QCOM	Qualcomm Inc/De Technology	Reduced	3,750	-38,460	$482,925	−93.3%	0.67%
SYK	Stryker Corp Healthcare	Reduced	1,415	-21	$464,954	−7.9%	0.64%
WMB	Williams Companies, Inc. Energy	Held	6,146	0	$447,305	+21.1%	0.62%
AFL	Aflac Inc Financial Services	Held	3,872	0	$424,797	−0.5%	0.59%
PH	Parker-Hannifin Corp Industrials	Reduced	468	-62,335	$418,972	−99.2%	0.58%
KMI	Kinder Morgan, Inc. Energy	Held	12,300	0	$412,419	+22.0%	0.57%
FTNT	Fortinet, Inc. Technology	Held	4,900	0	$400,428	+2.9%	0.55%
EMR	Emerson Electric Co Industrials	Held	3,051	0	$399,742	−1.3%	0.55%
AMGN	Amgen Inc Healthcare	Reduced	1,119	-26,121	$393,720	−95.6%	0.54%
COP	Conocophillips Energy	Reduced	2,972	-37,044	$392,304	−89.5%	0.54%
CSX	Csx Corp Industrials	NEW	9,022	NEW	$370,353	NEW	0.51%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,073	-4,999	$369,651	−56.5%	0.51%
V	Visa Inc. Financial Services	Reduced	1,205	-31,794	$364,199	−96.9%	0.50%
DUK	Duke Energy CORP Utilities	Reduced	2,777	-3,486	$363,620	−50.5%	0.50%
MTB	M&T Bank Corp Financial Services	Held	1,600	0	$330,752	+2.6%	0.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	658	-23	$315,313	−7.9%	0.44%
ABT	Abbott Laboratories Healthcare	Reduced	3,044	-25,728	$312,527	−91.3%	0.43%
NFLX	Netflix Inc Communication Services	Reduced	3,090	-5,641	$297,103	−63.7%	0.41%
DIS	Walt Disney Co Communication Services	Reduced	3,081	-2,932	$296,946	−56.6%	0.41%