BXM Wealth LLC

Q2 2026 13F-HR Holdings

Location
Englewood, CO
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
163
Total value ($000)
$183,818
Net value change ($000)
+53,908 (41.5%)
New positions
40
Sold out positions
8
Turnover %
9.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 8,135 48.9%
GRNY 3,576 80.9%
VOO 3,212 75.8%
AVGO 2,463 53.5%
NVDA 1,499 65.8%
GOOGL 1,448 46.2%
GRNJ 1,386 107.5%
AAPL 1,202 20.1%
KLAC 1,200 535.7%
UJUN 1,123 NEW
Top Reduces (Value $000, Stocks/ETFs)
UPRO -1,488 -81.6%
UJAN -1,107 -47.2%
BOXX -844 -25.5%
CSX -370 -100.0%
PPH -324 -100.0%
NFLX -297 -100.0%
BJ -271 -100.0%
GPC -270 -100.0%
CAVA -229 -100.0%
FMED -213 -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