BXM Wealth LLC

CIK

2052379

Location

Englewood, CO

Portfolio Value

Micro $46,800

Diversification

Diversified

Filing Date

Global Rank

#5,956 / 8,232 ▼ 4064

Top Industry

Semiconductors 17.7%

3Y Alpha vs SPY

+2.1%

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

1 positions · $46,800 total · Real Estate only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
OPEN	Opendoor Technologies Inc. Real Estate	Held	10,000	0	$46,800	−19.7%	100.00%