BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

BXM Wealth LLC

· CIK 0002052379
13F Portfolio $184M AUM 163 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 163 New
Page 3 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ELFY ALPS ETF TR 25,015.0 $1.1M 0.61% NEW $44.94 -10.0%
42 UJUN INNOVATOR ETFS TRUST 29,140.0 $1.1M 0.61% NEW $38.54 +1.7%
43 VB VANGUARD INDEX FDS 3,416.0 $1.0M 0.56% NEW $303.12 -0.8%
44 BKGI BNY MELLON ETF TRUST 22,625.0 $1.0M 0.55% NEW $44.97 -1.6%
45 VTI VANGUARD INDEX FDS 2,701.0 $999K 0.54% NEW $370.04 +2.5%
46 CAT CATERPILLAR INC Industrials 919.0 $979K 0.53% NEW $1064.90 -24.9%
47 FDVV FIDELITY COVINGTON TRUST 16,000.0 $965K 0.53% NEW $60.29 +4.9%
48 RSPT INVESCO EXCHANGE TRADED FD T 14,500.0 $935K 0.51% NEW $64.50 +0.4%
49 AMD ADVANCED MICRO DEVICES INC Technology 1,596.0 $927K 0.50% NEW $580.91 -19.9%
50 VONE VANGUARD SCOTTSDALE FDS 2,707.0 $917K 0.50% NEW $338.72 +2.8%
51 IVV ISHARES TR 1,191.0 $892K 0.48% NEW $748.89 +3.2%
52 FORTINET INC 5,500.0 $845K 0.46% NEW $153.62
53 PG PROCTER & GAMBLE CO Consumer Defensive 5,546.0 $813K 0.44% NEW $146.64 -2.0%
54 MA MASTERCARD INCORPORATED Financial Services 1,570.0 $806K 0.44% NEW $513.64 +15.9%
55 ITW ILLINOIS TOOL WKS INC Industrials 2,976.0 $805K 0.44% NEW $270.47 +3.6%
56 DELL DELL TECHNOLOGIES INC Technology 1,862.0 $804K 0.44% NEW $431.55 +5.6%
57 J P MORGAN EXCHANGE TRADED F 11,105.0 $803K 0.44% NEW $72.28
58 IAU ISHARES GOLD TR Financial Services 10,300.0 $778K 0.42% NEW $75.51 +11.0%
59 PLTR PALANTIR TECHNOLOGIES INC Technology 6,603.0 $770K 0.42% NEW $116.67 +59.7%
60 NVS NOVARTIS AG Healthcare 4,840.0 $758K 0.41% NEW $156.71 -1.9%
Page 3 of 9  ·  163 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.3%
Financial Services 32.6%
Industrials 6.8%
Communication Services 5.8%
Healthcare 5.2%
Energy 4.6%
Consumer Defensive 4.5%
Consumer Cyclical 3.6%
Utilities 1.4%
Basic Materials 0.3%