BXM Wealth LLC

Q4 2025 13F-HR Holdings

Location
Englewood, CO
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
136
Total value ($000)
$129,687
Net value change ($000)
+24,116 (22.8%)
New positions
27
Sold out positions
20
Turnover %
13.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
QQQ 12,223 206.6%
UPRO 3,308 NEW
BOXX 2,640 433.5%
SCHD 2,392 183.6%
IJR 2,296 NEW
GRNY 1,687 72.8%
IDEV 1,227 268.5%
NODE 1,163 NEW
VOO 895 30.4%
GRNJ 879 NEW
Top Reduces (Value $000, Stocks/ETFs)
AVGO -920 -15.5%
ORCL -839 -38.7%
NVDA -797 -25.9%
ACWV -552 -100.0%
VB -500 -37.4%
KLAC -458 -100.0%
PM -422 -100.0%
BMNR -403 -62.0%
PG -342 -36.1%
BKGI -320 -53.4%
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