BXM Wealth LLC
All 13F Filings
- Location
- Englewood, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 183,818
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 163 | 183,818 | 13F-HR | BXM Wealth LLC |
| Q1 2026 | 4/23/2026 | 131 | 129,910 | 13F-HR | BXM Wealth LLC |
| Q4 2025 | 1/20/2026 | 136 | 129,687 | 13F-HR | BXM Wealth LLC |
| Q3 2025 | 10/28/2025 | 129 | 105,571 | 13F-HR | BXM Wealth LLC |
| Q2 2025 | 7/29/2025 | 108 | 84,159 | 13F-HR | BXM Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 87.46 K | 47.6% | 18.57 K | 0 | 18.57 K |
| ETFs | 96.35 K | 52.4% | 35.33 K | 0 | 35.33 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
183,818
Holdings
163
QoQ value change ($000)
53,908
(41.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.