BXM Wealth LLC: 13F holdings
CIK 20523792026Q2
| Positions | 163 |
|---|
| Reported value | $183.8m |
|---|
| Filed | 2026-07-27 |
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Change since last quarter
| Positions | 163 (+32 vs prior quarter) |
|---|
| Reported value | $183.8m (+41.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 33,655 | $24.8m | 13.5% |
| GRNY TIDAL TRUST I | 289,149 | $8.0m | 4.3% |
| VOO VANGUARD INDEX FDS | 10,844 | $7.4m | 4.1% |
| AAPL APPLE INC | 24,799 | $7.2m | 3.9% |
| AVGO BROADCOM INC | 18,708 | $7.1m | 3.8% |
| GOOGL ALPHABET INC | 12,824 | $4.6m | 2.5% |
| SCHD SCHWAB STRATEGIC TR | 129,752 | $4.1m | 2.2% |
| NVDA NVIDIA CORPORATION | 18,869 | $3.8m | 2.1% |
| MOAT VANECK ETF TRUST | 33,055 | $3.4m | 1.9% |
| TQQQ PROSHARES TR | 37,105 | $3.0m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052379")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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