BXM Wealth LLC - Portfolio Stock Holdings
BXM Wealth LLC disclosed 171 stock positions in a recent SEC 13F filing. $183,439,109 of stock holdings were filed, with the largest holdings including QQQ, GRNY, and VOO. This filing represented positions held on June 30, 2026, and was filed on July 24, 2026.We estimate the fund has a total AUM of $231,272,900 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
171Est. Stock Holding Value:
$183,439,109Top Stock Holdings By Sector
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Portfolio Stock Holdings - BXM Wealth LLC
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% of Portfolio
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