BXM Wealth LLC

CIK 0002052379 • 6 13F filings • Apr 30, 2025 – Jul 27, 2026

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Filer information

Filed by: BXM Wealth LLC, Investment Advisor Representative
Address: 8310 S Valley Highway, Suite 300, Englewood, CO, 80112
Phone: 303-7042-592
AUM: $129.7M

AUM over time

$183.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $129.7M135 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$339K	0.3%Prev: 0.4%	2,119 SH	Decreased-456 SH
ABBOTT LABS	COM	$356K	0.3%Prev: 0.5%	28,772 SH	Decreased+24,735 SH
ABBVIE INC	COM	$867K	0.7%Prev: 1.1%	7,452 SH	Decreased+2,502 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$405K	0.3%Prev: 0.7%	1,509 SH	Decreased-1,391 SH
AFLAC INC	COM	$427K	0.3%Prev: 0.4%	3,872 SH	Increased+400 SH
ALPHABET INC	CAP STK CL A	$3.3M	2.5%Prev: 2.7%	146,283 SH	Increased+134,629 SH
ALPS ETF TR	ELECTRIFICATION	$222K	0.2%	13,349 SH	New
ALPS ETF TR	OSHARES US QUALT	$577K	0.4%Prev: 0.2%	10,000 SH	Increased+7,500 SH
ALPS ETF TR	OSHARES US SMLCP	$426K	0.3%	9,750 SH	New
AMAZON COM INC	COM	$1.3M	1.0%Prev: 1.2%	97,060 SH	Increased+91,244 SH
AMERICAN CENTY ETF TR	FOCUSED DYNAMIC	$124K	0.1%Prev: 0.4%	152,545 SH	Decreased+149,440 SH
AMERICAN EXPRESS CO	COM	$271K	0.2%Prev: 0.4%	32,177 SH	Decreased+30,761 SH
AMGEN INC	COM	$345K	0.3%Prev: 0.4%	27,240 SH	Decreased+25,742 SH
ANALOG DEVICES INC	COM	$231K	0.2%Prev: 0.2%	850 SH	Increased
APOLLO GLOBAL MGMT INC	COM	$217K	0.2%	1,500 SH	New
APPLE INC	COM	$6.2M	4.8%Prev: 5.2%	202,094 SH	Increased+180,352 SH
ARISTA NETWORKS INC	COM SHS	$258K	0.2%	1,968 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$342K	0.3%Prev: 0.3%	681 SH	Increased+23 SH
BHP GROUP LTD	SPONSORED ADS	$204K	0.2%	3,375 SH	New
BITMINE IMMERSION TECNOLOGIE	COM NEW	$247K	0.2%Prev: 0.6%	28,224 SH	Decreased+15,699 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$74K	0.1%	30,324 SH	New
BNY MELLON ETF TRUST	GLOBAL INFRASCTR	$279K	0.2%Prev: 0.6%	7,425 SH	Decreased-7,950 SH
BNY MELLON ETF TRUST II	DYNAMIC VALUE	$259K	0.2%	8,925 SH	New
BRITISH AMERN TOB PLC	SPONSORED ADR	$273K	0.2%Prev: 0.2%	4,825 SH	Increased
BROADCOM INC	COM	$5.0M	3.9%Prev: 5.6%	144,289 SH	Decreased+126,288 SH
CATERPILLAR INC	COM	$506K	0.4%Prev: 0.4%	40,985 SH	Increased+40,131 SH
CHEVRON CORP NEW	COM	$1.2M	0.9%Prev: 1.4%	114,967 SH	Decreased+105,235 SH
CISCO SYS INC	COM	$841K	0.6%Prev: 1.0%	31,172 SH	Decreased+16,268 SH
COCA COLA CO	COM	$35K	0.0%Prev: 0.3%	40,344 SH	Decreased+35,043 SH
CONOCOPHILLIPS	COM	$241K	0.2%Prev: 0.5%	40,016 SH	Decreased+34,961 SH
CONSOLIDATED EDISON INC	COM	$30K	0.0%	10,232 SH	New
COSTCO WHSL CORP NEW	COM	$1.3M	1.0%Prev: 1.2%	9,323 SH	Increased+7,908 SH
DELL TECHNOLOGIES INC	CL C	$166K	0.1%Prev: 0.2%	48,522 SH	Decreased+46,917 SH
DIREXION SHS ETF TR	DRX S&P500BULL	$110	0.0%	24,267 SH	New
DISNEY WALT CO	COM	$348K	0.3%Prev: 0.3%	6,013 SH	Decreased+2,932 SH
DUKE ENERGY CORP NEW	COM NEW	$322K	0.2%Prev: 0.5%	6,263 SH	Decreased+2,198 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$3.2M	2.5%Prev: 0.6%	294,667 SH	Increased+287,172 SH
EMERSON ELEC CO	COM	$405K	0.3%Prev: 0.5%	3,051 SH	Decreased-594 SH
EXXON MOBIL CORP	COM	$521K	0.4%Prev: 0.6%	4,333 SH	Decreased-995 SH
FIDELITY COVINGTON TRUST	DISRUPTIVE COMMU	$257K	0.2%	5,355 SH	New
FIDELITY COVINGTON TRUST	DISRUPTIVE MEDIC	$243K	0.2%	8,990 SH	New
FIDELITY COVINGTON TRUST	DISRUPTIVE TECH	$1.1M	0.8%Prev: 0.8%	74,928 SH	Increased+53,798 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$907K	0.7%Prev: 0.8%	16,000 SH	Increased
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$485K	0.4%Prev: 0.6%	25,000 SH	Decreased-8,500 SH
FIRST TR EXCHANGE-TRADED FD	COMMON SHS	$2K	0.0%	28,875 SH	New
FORTINET INC	COM	$389K	0.3%Prev: 0.4%	4,900 SH	Decreased-600 SH
FUTURECREST ACQUISITION CORP	CL A ORD SHS	$251K	0.2%	24,888 SH	New
GALLAGHER ARTHUR J & CO	COM	$125K	0.1%Prev: 0.2%	28,950 SH	Decreased+28,099 SH
GENUINE PARTS CO	COM	$266K	0.2%Prev: 0.4%	51,096 SH	Decreased+47,872 SH
GOLDMAN SACHS GROUP INC	COM	$243K	0.2%	13,462 SH	New
HOME DEPOT INC	COM	$306K	0.2%Prev: 0.4%	6,052 SH	Decreased+4,926 SH
ILLINOIS TOOL WKS INC	COM	$636K	0.5%Prev: 0.7%	21,794 SH	Decreased+18,818 SH
INNOVATOR ETFS TRUST	GRWT ACLRTD PLUS	$45K	0.0%	58,517 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.2M	0.9%Prev: 1.3%	53,293 SH	Decreased+48,571 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.7M	1.3%Prev: 1.5%	6,607 SH	Increased+2 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$409K	0.3%	5,721 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$630K	0.5%Prev: 0.4%	27,851 SH	Increased+11,205 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$261K	0.2%Prev: 0.2%	11,854 SH	Increased+150 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$740K	0.6%Prev: 0.4%	31,686 SH	Increased+15,109 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$748K	0.6%Prev: 0.7%	16,441 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$255K	0.2%	1,330 SH	New
INVESCO QQQ TR	UNIT SER 1	$18.1M	14.0%Prev: 5.6%	219,962 SH	Increased+208,039 SH
ISHARES GOLD TR	ISHARES NEW	$836K	0.6%Prev: 0.6%	10,300 SH	Increased+1,300 SH
ISHARES TR	CORE MSCI INTL	$1.7M	1.3%Prev: 0.4%	20,412 SH	Increased+14,712 SH
ISHARES TR	CORE S&P SCP ETF	$2.3M	1.8%	19,101 SH	New
ISHARES TR	CORE S&P500 ETF	$964K	0.7%Prev: 0.3%	1,408 SH	Increased+973 SH
ISHARES TR	EXPANDED TECH	$315	0.0%	33,292 SH	New
ISHARES TR	EXPND TEC SC ETF	$2.5M	1.9%Prev: 2.3%	19,097 SH	Increased-225 SH
ISHARES TR	MSCI USA MIN VOL	$1.4M	1.1%Prev: 1.4%	15,124 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$552K	0.4%Prev: 0.5%	1,166 SH	Increased+55 SH
ISHARES TR	RUSSELL 2000 ETF	$247K	0.2%	3,465 SH	New
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$573K	0.4%Prev: 0.5%	12,369 SH	Increased+2,077 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$27K	0.0%	34,225 SH	New
JOHNSON & JOHNSON	COM	$817K	0.6%Prev: 0.9%	72,240 SH	Decreased+67,298 SH
JPMORGAN CHASE & CO.	COM	$2.0M	1.6%Prev: 2.0%	57,907 SH	Decreased+51,156 SH
KINDER MORGAN INC DEL	COM	$338K	0.3%Prev: 0.5%	12,300 SH	Decreased-6,427 SH
LOCKHEED MARTIN CORP	COM	$188K	0.1%Prev: 0.3%	41,984 SH	Decreased+41,336 SH
LOWES COS INC	COM	$749K	0.6%Prev: 0.7%	33,251 SH	Decreased+30,269 SH
M & T BK CORP	COM	$322K	0.2%Prev: 0.3%	1,600 SH	Increased
MASTERCARD INCORPORATED	CL A	$896K	0.7%Prev: 0.8%	1,570 SH	Increased+79 SH
MCDONALDS CORP	COM	$344K	0.3%Prev: 0.5%	22,215 SH	Decreased+20,325 SH
MERCK & CO INC	COM	$307K	0.2%Prev: 0.2%	8,072 SH	Increased+5,529 SH
META PLATFORMS INC	CL A	$1.0M	0.8%Prev: 0.9%	21,324 SH	Increased+20,095 SH
MICROSOFT CORP	COM	$2.2M	1.7%Prev: 2.1%	116,310 SH	Increased+112,029 SH
MONGODB INC	CL A	$304K	0.2%Prev: 0.2%	725 SH	Increased-125 SH
MONOLITHIC PWR SYS INC	COM	$408K	0.3%Prev: 0.4%	450 SH	Decreased
MORGAN STANLEY	COM NEW	$212K	0.2%Prev: 0.4%	9,006 SH	Decreased+6,516 SH
NETFLIX INC	COM	$291K	0.2%Prev: 0.3%	8,731 SH	Increased+8,491 SH
NIKE INC	CL B	$81K	0.1%	16,616 SH	New
NOVARTIS AG	SPONSORED ADR	$676K	0.5%Prev: 0.6%	42,817 SH	Increased+37,639 SH
NRG ENERGY INC	COM NEW	$265K	0.2%Prev: 0.2%	1,662 SH	Increased+137 SH
NVIDIA CORPORATION	COM	$2.3M	1.8%Prev: 2.9%	135,324 SH	Decreased+118,824 SH
OPENDOOR TECHNOLOGIES INC	COM	$58K	0.0%Prev: 0.1%	10,000 SH	Decreased
ORACLE CORP	COM	$1.3M	1.0%Prev: 2.1%	83,217 SH	Decreased+75,512 SH
PACER FDS TR	GLOBL CASH ETF	$833K	0.6%Prev: 0.3%	20,215 SH	Increased+12,140 SH
PALANTIR TECHNOLOGIES INC	CL A	$851K	0.7%Prev: 1.0%	13,678 SH	Decreased+8,098 SH
PALO ALTO NETWORKS INC	COM	$322K	0.2%Prev: 0.3%	1,750 SH	Increased+410 SH
PARKER-HANNIFIN CORP	COM	$349K	0.3%Prev: 0.5%	62,803 SH	Decreased+62,142 SH
PHILLIPS 66	COM	$294K	0.2%Prev: 0.3%	2,280 SH	Decreased
PROCTER AND GAMBLE CO	COM	$606K	0.5%Prev: 0.9%	58,683 SH	Decreased+52,515 SH
PROSHARES TR	ULTRAPRO QQQ	$3.7M	2.8%Prev: 2.9%	117,213 SH	Increased+100,544 SH
PROSHARES TR	ULTRPRO S&P500	$3.3M	2.6%	201,623 SH	New
QUALCOMM INC	COM	$637K	0.5%Prev: 0.7%	42,210 SH	Decreased+37,861 SH
QUANTA SVCS INC	COM	$238K	0.2%Prev: 0.2%	565 SH	Increased+45 SH
REGIONS FINANCIAL CORP NEW	COM	$262K	0.2%Prev: 0.4%	9,675 SH	Decreased-6,250 SH
RTX CORPORATION	COM	$965K	0.7%Prev: 1.0%	61,930 SH	Decreased+55,848 SH
SALESFORCE INC	COM	$414K	0.3%Prev: 0.5%	1,440 SH	Decreased-732 SH
SANGAMO THERAPEUTICS INC	COM	$5K	0.0%Prev: 0.0%	12,450 SH	Decreased
SCHWAB STRATEGIC TR	INTERNL DIVID	$347K	0.3%Prev: 0.2%	11,630 SH	Increased+4,245 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.7M	2.8%Prev: 1.2%	134,698 SH	Increased+84,985 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$317K	0.2%	2,199 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$334K	0.3%Prev: 0.4%	10,124 SH	Decreased+7,149 SH
SPDR SERIES TRUST	STATE STREET SPD	$592K	0.5%	11,963 SH	New
STRYKER CORPORATION	COM	$505K	0.4%Prev: 0.5%	1,436 SH	Increased+117 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$683K	0.5%	41,753 SH	New
TESLA INC	COM	$648K	0.5%Prev: 0.7%	7,287 SH	Decreased+5,651 SH
TEXAS INSTRS INC	COM	$653K	0.5%Prev: 0.9%	47,134 SH	Decreased+42,235 SH
TIDAL TRUST I	FUNDSTRAT GRANNY	$4.0M	3.1%Prev: 2.2%	372,557 SH	Increased+280,097 SH
TIDAL TRUST III	FUNDSTRAT GRANNY	$879K	0.7%	34,410 SH	New
UBER TECHNOLOGIES INC	COM	$231K	0.2%Prev: 0.3%	2,824 SH	Decreased-329 SH
VANECK ETF TRUST	FABLESS SEMICOND	$730K	0.6%Prev: 0.7%	19,195 SH	Increased+1,100 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$440K	0.3%Prev: 0.4%	8,603 SH	Increased
VANECK ETF TRUST	MRNGSTR WDE MOAT	$3.0M	2.3%Prev: 2.5%	99,078 SH	Increased+72,904 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$308K	0.2%Prev: 0.3%	48,752 SH	Increased+47,844 SH
VANECK FDS	ONCHAIN ECONOMY	$1.2M	0.9%	83,826 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$2.4M	1.8%Prev: 2.2%	4,900 SH	Increased+106 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.8M	3.0%Prev: 2.8%	59,424 SH	Increased+51,085 SH
VANGUARD INDEX FDS	SMALL CP ETF	$836K	0.6%Prev: 1.3%	67,729 SH	Decreased+62,096 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$905K	0.7%Prev: 0.7%	2,928 SH	Increased+328 SH
VANGUARD WORLD FD	INF TECH ETF	$176K	0.1%	37,923 SH	New
VISA INC	COM CL A	$380K	0.3%Prev: 0.5%	32,999 SH	Decreased+31,507 SH
WALMART INC	COM	$996K	0.8%Prev: 1.0%	87,367 SH	Decreased+77,153 SH
WEDBUSH SER TR	DAN IVES WEDBUSH	$900K	0.7%Prev: 0.4%	101,572 SH	Increased+90,482 SH
WELLS FARGO CO NEW	COM	$331K	0.3%Prev: 0.3%	3,548 SH	Decreased-569 SH
WILLIAMS COS INC	COM	$369K	0.3%Prev: 0.4%	6,146 SH	Decreased-107 SH

Sold (vs prior filing)

ALTRIA GROUP INC — $279K
BANK AMERICA CORP — $233K
BLOCK INC — $239K
BRISTOL-MYERS SQUIBB CO — $205K
CAVA GROUP INC — $280K
CITIZENS FINL GROUP INC — $311K
CUMMINS INC — $274K
FIDELITY MERRIMACK STR TR — $222K
FIDELITY NATL INFORMATION SV — $277K
FIFTH THIRD BANCORP — $262K
GRAINGER W W INC — $219K
ISHARES INC — $552K
KLA CORP — $458K
MARVELL TECHNOLOGY INC — $210K
OMNICOM GROUP INC — $209K
PHILIP MORRIS INTL INC — $422K
SELECT SECTOR SPDR TR — $272K
SNAP ON INC — $201K
SOUTHERN CO — $213K
SPDR SERIES TRUST — $234K
… and 3 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 20, 2026	Q4 2025	13F-HR	0002085853-26-000054	$129.7M	View
Oct 28, 2025	Q3 2025	13F-HR	0002085853-25-000177	$105.6M	View
Jul 27, 2026	Q2 2026