Bxm Wealth LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002052379

Type: FundHoldings: 103Value: $83.2MLatest: 2025Q1

BXM Wealth LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 103 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MPWR",
  "KTOS",
  "RF",
  null,
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  null,
  "GOOGL",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "DUK",
  null,
  "SGMO",
  "HD",
  null,
  null,
  "MCD",
  null,
  "QCOM",
  "ITW",
  "EMR",
  "META",
  null,
  null,
  null,
  null,
  "KGC",
  "KMI",
  "MRVL",
  "MA",
  "MSFT",
  "GPC",
  "NVS",
  null,
  "ORCL",
  null,
  "IWF",
  "PANW",
  "IVV",
  "AAPL",
  null,
  "NVDA",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "AMGN",
  "RIO",
  "RTX",
  "IBM",
  "SYK",
  "TXN",
  "ACWV",
  null,
  null,
  null,
  "VIG",
  "AFL",
  "SDY",
  "AJG",
  "FTNT",
  null,
  "AMZN",
  "VUG",
  "VONE",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "WMB",
  "SCHD",
  "SO",
  "PSX",
  "CRM",
  "BRK-A",
  "BRK-B",
  null,
  "CAVA",
  "CVX",
  "CSCO",
  "KO",
  "COP",
  "COST",
  "CVS",
  "DHR",
  "DVN",
  "USMV",
  "QQQ",
  "DIS",
  "XOM",
  "JNJ",
  "TSLA",
  "PM",
  "PH",
  "APO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 103
Total Value: 83236795
Accession Number: 0001667731-25-000555
Form Type: 13F-HR
CIK: bxm-wealth
Manager Name: Bxm-Wealth

Data Enrichment

80% identified

82 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

103 positions • $83.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 6

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INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:10.4K

Value:$4.9M

% of Portfolio:5.9% ($4.9M/$83.2M)

Apple Inc.

AAPL|037833100

Shares:21.3K

Value:$4.7M

% of Portfolio:5.7% ($4.7M/$83.2M)

92189F643

Shares:31.2K

Value:$2.7M

% of Portfolio:3.3% ($2.7M/$83.2M)

Broadcom Inc.

AVGO|11135F101

Shares:15.4K

Value:$2.6M

% of Portfolio:3.1% ($2.6M/$83.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.8K

Value:$2.6M

% of Portfolio:3.1% ($2.6M/$83.2M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:3

Value:$2.4M

% of Portfolio:2.9% ($2.4M/$83.2M)

464287549

Shares:25.8K

Value:$2.3M

% of Portfolio:2.8% ($2.3M/$83.2M)

74347X831

Shares:39.3K

Value:$2.2M

% of Portfolio:2.7% ($2.2M/$83.2M)

25459W862

Shares:13.6K

Value:$1.9M

% of Portfolio:2.3% ($1.9M/$83.2M)

922908736

VUG|922908736

Shares:4.8K

Value:$1.8M

% of Portfolio:2.1% ($1.8M/$83.2M)

CHEVRON CORP

CVX|166764100

Shares:10.7K

Value:$1.8M

% of Portfolio:2.1% ($1.8M/$83.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:10.8K

Value:$1.7M

% of Portfolio:2.0% ($1.7M/$83.2M)

NVIDIA CORP

NVDA|67066G104

Shares:15.2K

Value:$1.6M

% of Portfolio:2.0% ($1.6M/$83.2M)

922908751

VB|922908751

Shares:7.2K

Value:$1.6M

% of Portfolio:1.9% ($1.6M/$83.2M)

886364231

Shares:84.4K

Value:$1.5M

% of Portfolio:1.8% ($1.5M/$83.2M)

46429B697

USMV|46429B697

Shares:16.0K

Value:$1.5M

% of Portfolio:1.8% ($1.5M/$83.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.9K

Value:$1.5M

% of Portfolio:1.8% ($1.5M/$83.2M)

MICROSOFT CORP

MSFT|594918104

Shares:3.8K

Value:$1.4M

% of Portfolio:1.7% ($1.4M/$83.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.4K

Value:$1.3M

% of Portfolio:1.6% ($1.3M/$83.2M)

808524797

SCHD|808524797

Shares:47.3K

Value:$1.3M

% of Portfolio:1.6% ($1.3M/$83.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	10.4K	QoQ +80.86% (+4.7K) YoY-	All Managers (Combined)	$4.9M	5.9% ($4.9M/$83.2M)	QoQ +65.70% (+$1.9M) YoY-
Apple Inc.(AAPLcusip037833100)	21.3K	QoQ +7.75% (-1.5K) YoY-	All Managers (Combined)	$4.7M	5.7% ($4.7M/$83.2M)	QoQ -4.60% (-$227.5K) YoY-
(cusip92189F643)✕	31.2K	QoQ +565.86% (+26.5K) YoY-	All Managers (Combined)	$2.7M	3.3% ($2.7M/$83.2M)	QoQ +531.50% (+$2.3M) YoY-
Broadcom Inc.(AVGOcusip11135F101)	15.4K	QoQ +3.70% (-551) YoY-	All Managers (Combined)	$2.6M	3.1% ($2.6M/$83.2M)	QoQ -24.81% (-$855.1K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.8K	QoQ +0.20% (+10) YoY-	All Managers (Combined)	$2.6M	3.1% ($2.6M/$83.2M)	QoQ +17.73% (+$386.1K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	3	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.4M	2.9% ($2.4M/$83.2M)	QoQ +17.25% (+$352.6K) YoY-
(cusip464287549)✕	25.8K	QoQ +39.07% (+7.3K) YoY-	All Managers (Combined)	$2.3M	2.8% ($2.3M/$83.2M)	QoQ +23.51% (+$446.1K) YoY-
(cusip74347X831)✕	39.3K	QoQ +41.30% (+11.5K) YoY-	All Managers (Combined)	$2.2M	2.7% ($2.2M/$83.2M)	QoQ +2.22% (+$49.0K) YoY-
(cusip25459W862)✕	13.6K	QoQ +65.03% (+5.4K) YoY-	All Managers (Combined)	$1.9M	2.3% ($1.9M/$83.2M)	QoQ +37.22% (+$519.0K) YoY-
(VUGcusip922908736)	4.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.8M	2.1% ($1.8M/$83.2M)	QoQ -9.65% (-$189.9K) YoY-
CHEVRON CORP(CVXcusip166764100)	10.7K	QoQ +18.72% (+1.7K) YoY-	All Managers (Combined)	$1.8M	2.1% ($1.8M/$83.2M)	QoQ +35.66% (+$466.5K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	10.8K	QoQ +24.62% (+2.1K) YoY-	All Managers (Combined)	$1.7M	2.0% ($1.7M/$83.2M)	QoQ +1.97% (+$32.3K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	15.2K	QoQ +17.83% (-2.3K) YoY-	All Managers (Combined)	$1.6M	2.0% ($1.6M/$83.2M)	QoQ -4.88% (-$84.8K) YoY-
(VBcusip922908751)	7.2K	QoQ +5.00% (-344) YoY-	All Managers (Combined)	$1.6M	1.9% ($1.6M/$83.2M)	QoQ -3.23% (-$53.4K) YoY-
(cusip886364231)✕	84.4K	QoQ NEW(+84.4K) YoY-	All Managers (Combined)	$1.5M	1.8% ($1.5M/$83.2M)	QoQ NEW(+$1.5M) YoY-
(USMVcusip46429B697)	16.0K	QoQ NEW(+16.0K) YoY-	All Managers (Combined)	$1.5M	1.8% ($1.5M/$83.2M)	QoQ NEW(+$1.5M) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.9K	QoQ +4.29% (+245) YoY-	All Managers (Combined)	$1.5M	1.8% ($1.5M/$83.2M)	QoQ +6.70% (+$91.6K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	3.8K	QoQ +19.63% (+627) YoY-	All Managers (Combined)	$1.4M	1.7% ($1.4M/$83.2M)	QoQ +6.82% (+$91.8K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.4K	QoQ +4.90% (+65) YoY-	All Managers (Combined)	$1.3M	1.6% ($1.3M/$83.2M)	QoQ +8.31% (+$100.8K) YoY-
(SCHDcusip808524797)	47.3K	QoQ +4.60% (+2.1K) YoY-	All Managers (Combined)	$1.3M	1.6% ($1.3M/$83.2M)	QoQ +6.19% (+$76.5K) YoY-