13F HOLDINGS REPORT

BXM Wealth LLC

Quarter ended Q4 2025 · Filed January 20, 2026 · Accession 0002085853-26-000054

Total Value

$129.7M

Positions

136

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (136)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	INVESCO QQQ TR	IVZ	219,962	$18.1M	13.99%
2	APPLE INC	AAPL	202,094	$6.2M	4.81%
3	BROADCOM INC	AVGO	144,289	$5.0M	3.87%
4	TIDAL TRUST I	886364231	372,557	$4.0M	3.09%
5	VANGUARD INDEX FDS	922908363	59,424	$3.8M	2.96%
6	SCHWAB STRATEGIC TR	808524797	134,698	$3.7M	2.85%
7	PROSHARES TR	74347X831	117,213	$3.7M	2.82%
8	PROSHARES TR	74347X864	201,623	$3.3M	2.55%
9	ALPHABET INC	GOOG	146,283	$3.3M	2.52%
10	EA SERIES TRUST	02072L565	294,667	$3.2M	2.51%
11	VANECK ETF TRUST	92189F643	99,078	$3.0M	2.33%
12	ISHARES TR	464287549	19,097	$2.5M	1.90%
13	VANGUARD INDEX FDS	922908736	4,900	$2.4M	1.84%
14	ISHARES TR	464287804	19,101	$2.3M	1.77%
15	NVIDIA CORPORATION	NVDA	135,324	$2.3M	1.76%
16	MICROSOFT CORP	MSFT	116,310	$2.2M	1.71%
17	JPMORGAN CHASE & CO.	VYLD	57,907	$2.0M	1.58%
18	ISHARES TR	46435G326	20,412	$1.7M	1.30%
19	INVESCO EXCH TRADED FD TR II	IVZ	6,607	$1.7M	1.29%
20	ISHARES TR	46429B697	15,124	$1.4M	1.10%
21	COSTCO WHSL CORP NEW	22160K105	9,323	$1.3M	1.04%
22	ORACLE CORP	ORCL-PD	83,217	$1.3M	1.02%
23	AMAZON COM INC	AMZN	97,060	$1.3M	1.01%
24	INTERNATIONAL BUSINESS MACHS	INTR	53,293	$1.2M	0.94%
25	CHEVRON CORP NEW	CVX	114,967	$1.2M	0.92%
26	VANECK FDS	92107P780	83,826	$1.2M	0.90%
27	FIDELITY COVINGTON TRUST	316092139	74,928	$1.1M	0.82%
28	META PLATFORMS INC	META	21,324	$1.0M	0.77%
29	WALMART INC	WMT	87,367	$996,041	0.77%
30	RTX CORPORATION	RTX	61,930	$964,810	0.74%
31	ISHARES TR	464287200	1,408	$964,432	0.74%
32	FIDELITY COVINGTON TRUST	316092840	16,000	$907,040	0.70%
33	VANGUARD SCOTTSDALE FDS	92206C730	2,928	$904,869	0.70%
34	WEDBUSH SER TR	947913109	101,572	$899,872	0.69%
35	MASTERCARD INCORPORATED	MA	1,570	$896,300	0.69%
36	TIDAL TRUST III	45259A258	34,410	$879,176	0.68%
37	ABBVIE INC	ABBV	7,452	$867,364	0.67%
38	PALANTIR TECHNOLOGIES INC	PLTR	13,678	$851,473	0.66%
39	CISCO SYS INC	CSCO	31,172	$840,891	0.65%
40	VANGUARD INDEX FDS	922908751	67,729	$836,266	0.64%
41	ISHARES GOLD TR	IAU	10,300	$836,051	0.64%
42	PACER FDS TR	69374H709	20,215	$833,262	0.64%
43	JOHNSON & JOHNSON	JNJ	72,240	$817,081	0.63%
44	LOWES COS INC	548661107	33,251	$749,159	0.58%
45	INVESCO EXCHANGE TRADED FD T	IVZ	16,441	$748,230	0.58%
46	INVESCO EXCH TRD SLF IDX FD	IVZ	31,686	$739,558	0.57%
47	VANECK ETF TRUST	92189H664	19,195	$729,986	0.56%
48	TAIWAN SEMICONDUCTOR MFG LTD	874039100	41,753	$682,971	0.53%
49	NOVARTIS AG	NVSEF	42,817	$676,254	0.52%
50	TEXAS INSTRS INC	882508104	47,134	$652,746	0.50%
51	TESLA INC	TSLA	7,287	$648,060	0.50%
52	QUALCOMM INC	QCOM	42,210	$637,104	0.49%
53	ILLINOIS TOOL WKS INC	452308109	21,794	$636,271	0.49%
54	INVESCO EXCH TRD SLF IDX FD	IVZ	27,851	$629,830	0.49%
55	PROCTER AND GAMBLE CO	742718109	58,683	$605,865	0.47%
56	ALPS ETF TR	00162Q387	10,000	$577,000	0.44%
57	J P MORGAN EXCHANGE TRADED F	46641Q159	12,369	$572,556	0.44%
58	ISHARES TR	464287614	1,166	$551,798	0.43%
59	EXXON MOBIL CORP	XOM	4,333	$521,457	0.40%
60	CATERPILLAR INC	CAT	40,985	$506,487	0.39%
61	STRYKER CORPORATION	SYK	1,436	$504,711	0.39%
62	FIRST TR EXCH TRADED FD III	33739P855	25,000	$484,750	0.37%
63	VANECK ETF TRUST	92189H409	8,603	$439,785	0.34%
64	AFLAC INC	AFL	3,872	$426,965	0.33%
65	ALPS ETF TR	00162Q395	9,750	$426,465	0.33%
66	SALESFORCE INC	CRM	1,440	$414,068	0.32%
67	INVESCO EXCH TRADED FD TR II	IVZ	5,721	$408,594	0.32%
68	MONOLITHIC PWR SYS INC	609839105	450	$407,862	0.31%
69	EMERSON ELEC CO	EMR	3,051	$404,929	0.31%
70	ACCENTURE PLC IRELAND	ACN	1,509	$404,865	0.31%
71	FORTINET INC	FTNT	4,900	$389,109	0.30%
72	VISA INC	V	32,999	$380,290	0.29%
73	WILLIAMS COS INC	969457100	6,146	$369,436	0.28%
74	SPDR SERIES TRUST	78464A763	2,570	$357,641	0.28%
75	ABBOTT LABS	ABLZF	28,772	$355,655	0.27%
76	PARKER-HANNIFIN CORP	PH	62,803	$349,018	0.27%
77	DISNEY WALT CO	254687106	6,013	$347,593	0.27%
78	SCHWAB STRATEGIC TR	808524672	11,630	$346,807	0.27%
79	AMGEN INC	AMGN	27,240	$345,392	0.27%
80	MCDONALDS CORP	MCD	22,215	$344,338	0.27%
81	BERKSHIRE HATHAWAY INC DEL	BRK-A	681	$342,305	0.26%
82	3M CO	MMM	2,119	$339,252	0.26%
83	KINDER MORGAN INC DEL	EP-PC	12,300	$338,127	0.26%
84	SHOPIFY INC	SHOP	10,124	$334,063	0.26%
85	WELLS FARGO CO NEW	949746101	3,548	$330,663	0.25%
86	M & T BK CORP	55261F104	1,600	$322,368	0.25%
87	PALO ALTO NETWORKS INC	PANW	1,750	$322,350	0.25%
88	DUKE ENERGY CORP NEW	DUKB	6,263	$322,006	0.25%
89	SELECT SECTOR SPDR TR	81369Y803	2,199	$316,566	0.24%
90	VANECK ETF TRUST	92189F676	48,752	$308,044	0.24%
91	MERCK & CO INC	MRK	8,072	$306,777	0.24%
92	HOME DEPOT INC	HD	6,052	$306,264	0.24%
93	MONGODB INC	MDB	725	$304,275	0.23%
94	PHILLIPS 66	PSX	2,280	$294,211	0.23%
95	NETFLIX INC	NFLX	8,731	$291,185	0.22%
96	BNY MELLON ETF TRUST	09661T826	7,425	$279,355	0.22%
97	BRITISH AMERN TOB PLC	110448107	4,825	$273,192	0.21%
98	AMERICAN EXPRESS CO	AXP	32,177	$270,518	0.21%
99	GENUINE PARTS CO	GPC	51,096	$265,746	0.20%
100	NRG ENERGY INC	NRG	1,662	$264,657	0.20%
101	REGIONS FINANCIAL CORP NEW	RF-PF	9,675	$262,193	0.20%
102	INVESCO EXCH TRD SLF IDX FD	IVZ	11,854	$260,778	0.20%
103	BNY MELLON ETF TRUST II	05613H100	8,925	$259,004	0.20%
104	ARISTA NETWORKS INC	ANET	1,968	$257,867	0.20%
105	FIDELITY COVINGTON TRUST	316092162	5,355	$257,437	0.20%
106	INVESCO EXCHANGE TRADED FD T	IVZ	1,330	$254,775	0.20%
107	FUTURECREST ACQUISITION CORP	FCRS-WT	24,888	$251,369	0.19%
108	ISHARES TR	464287655	3,465	$247,062	0.19%
109	BITMINE IMMERSION TECNOLOGIE	09175A206	28,224	$246,840	0.19%
110	GOLDMAN SACHS GROUP INC	GSCE	13,462	$243,498	0.19%
111	FIDELITY COVINGTON TRUST	316092147	8,990	$243,180	0.19%
112	CONOCOPHILLIPS	COP	40,016	$241,165	0.19%
113	QUANTA SVCS INC	74762E102	565	$238,464	0.18%
114	SPDR SERIES TRUST	78464A284	9,393	$234,261	0.18%
115	UBER TECHNOLOGIES INC	UBER	2,824	$230,749	0.18%
116	ANALOG DEVICES INC	ADI	850	$230,520	0.18%
117	ALPS ETF TR	00162Q338	13,349	$222,286	0.17%
118	APOLLO GLOBAL MGMT INC	03769M106	1,500	$217,140	0.17%
119	MORGAN STANLEY	MS-PQ	9,006	$212,192	0.16%
120	BHP GROUP LTD	BHPLF	3,375	$203,749	0.16%
121	LOCKHEED MARTIN CORP	LMT	41,984	$187,750	0.14%
122	VANGUARD WORLD FD	92204A702	37,923	$176,444	0.14%
123	DELL TECHNOLOGIES INC	DELL	48,522	$166,189	0.13%
124	GALLAGHER ARTHUR J & CO	363576109	28,950	$125,106	0.10%
125	AMERICAN CENTY ETF TR	025072810	152,545	$123,600	0.10%
126	NIKE INC	NKE	16,616	$80,643	0.06%
127	BITWISE BITCOIN ETF TR	BITB	30,324	$74,085	0.06%
128	OPENDOOR TECHNOLOGIES INC	OPENZ	10,000	$58,300	0.04%
129	INNOVATOR ETFS TRUST	INHD	58,517	$44,720	0.03%
130	COCA COLA CO	KO	40,344	$35,220	0.03%
131	CONSOLIDATED EDISON INC	ED	10,232	$29,896	0.02%
132	J P MORGAN EXCHANGE TRADED F	46641Q761	34,225	$27,323	0.02%
133	SANGAMO THERAPEUTICS INC	SGMO	12,450	$5,229	0.00%
134	FIRST TR EXCHANGE-TRADED FD	33735T109	28,875	$1,650	0.00%
135	ISHARES TR	464287515	33,292	$315	0.00%
136	DIREXION SHS ETF TR	25459W862	24,267	$110	0.00%