BXM Wealth LLC

Q1 2026 13F-HR Holdings

Location
Englewood, CO
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
131
Total value ($000)
$129,910
Net value change ($000)
+223 (0.2%)
New positions
11
Sold out positions
16
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
UJAN 2,346 NEW
CVX 551 46.2%
SPXL 461 NEW
GRNY 415 10.4%
VTI 414 NEW
GRNJ 410 46.6%
VOO 399 10.4%
CSX 370 NEW
PPH 324 NEW
VRT 296 NEW
Top Reduces (Value $000, Stocks/ETFs)
QQQ -1,490 -8.2%
UPRO -1,485 -44.9%
TQQQ -761 -20.8%
AVGO -415 -8.3%
CRM -414 -100.0%
ACN -405 -100.0%
IGM -379 -15.4%
MSFT -371 -16.7%
MDB -304 -100.0%
ORCL -280 -21.1%
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