BXM Wealth LLC

Q3 2025 13F-HR Holdings

Location
Englewood, CO
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
129
Total value ($000)
$105,571
Net value change ($000)
+21,412 (25.4%)
New positions
31
Sold out positions
10
Turnover %
13.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 1,971 49.7%
QQQ 1,785 43.2%
VOO 1,334 83.0%
NVDA 1,291 72.2%
AAPL 1,237 28.8%
GOOGL 966 51.7%
GRNY 830 55.8%
ORCL 723 50.1%
BMNR 650 NEW
BKGI 599 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPXL -2,668 -100.0%
TNA -898 -100.0%
TQQQ -355 -10.5%
BSJP -325 -100.0%
CVS -289 -100.0%
PFE -239 -100.0%
NKE -234 -100.0%
SCHD -215 -14.2%
APO -213 -100.0%
BHP -202 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type