StockDriftsStockDriftsTop 50 BXM Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 13.48% | 33.7K | $24.8M | +16.68%(+4.81K) | $609.22(+18.32%) | 2026-06-30 | |
| GRNY | TIDAL TRUST I | 4.35% | 289.1K | $8.0M | +56.18%(+104.02K) | $24.36(+14.97%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.05% | 10.8K | $7.4M | +52.99%(+3.76K) | $620.18(+14.65%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.9% | 24.8K | $7.2M | +5.36%(+1.26K) | $260.34(+17.80%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.84% | 18.7K | $7.1M | +25.75%(+3.83K) | $331.00(+27.00%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.49% | 12.8K | $4.6M | +17.63%(+1.92K) | $276.97(+26.90%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.24% | 129.8K | $4.1M | +0.00%(+6) | $28.76(+19.20%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.05% | 18.9K | $3.8M | +44.49%(+5.81K) | $181.50(+21.46%) | 2026-06-30 | |
| MOAT | VANECK ETF TRUST | 1.87% | 33.1K | $3.4M | +10.50%(+3.14K) | $99.43(+13.48%) | 2026-06-30 | |
| TQQQ | PROSHARES TR | 1.64% | 37.1K | $3.0M | -46.49%(-32.23K) | $50.59(+45.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.62% |
| Top 20 Holdings Unweighted | — | — | — | — | +33.94% |
BXM Wealth LLC reports $183.82M in US-listed equity holdings across 163 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (13.5%), GRNY (4.3%) and VOO (4.0%). The top 20 holdings account for 53.11% of reported assets. Its disclosed equity book has returned +36.62% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BXM Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052379). View BXM Wealth LLC’s 13F filings on SEC