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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 7 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BERKSHIRE HATHAWAY INC DEL 658.0 $329K 0.18% NEW $500.39
122 BSJS INVESCO EXCH TRD SLF IDX FD 15,137.0 $329K 0.18% NEW $21.75 +0.0%
123 GS GOLDMAN SACHS GROUP INC Financial Services 323.0 $327K 0.18% NEW $1011.37 +2.2%
124 CRWD CROWDSTRIKE HLDGS INC Technology 427.0 $326K 0.18% NEW $190.79 +14.5%
125 FNDA SCHWAB STRATEGIC TR 8,505.0 $324K 0.18% NEW $38.06 -1.9%
126 IWM ISHARES TR 1,059.0 $318K 0.17% NEW $300.39 -1.5%
127 CLOI VANECK ETF TRUST 5,915.0 $313K 0.17% NEW $52.95 +0.1%
128 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,350.0 $308K 0.17% NEW $57.62 +15.6%
129 MO ALTRIA GROUP INC Consumer Defensive 4,218.0 $303K 0.17% NEW $71.95 -4.6%
130 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,825.0 $298K 0.16% NEW $61.76 -9.1%
131 DIS DISNEY WALT CO Communication Services 3,076.0 $296K 0.16% NEW $96.25 +12.3%
132 KO COCA COLA CO Consumer Defensive 3,627.0 $295K 0.16% NEW $81.26 +10.3%
133 TDI TOUCHSTONE ETF TRUST 6,550.0 $294K 0.16% NEW $44.92 +4.8%
134 BHP BHP BILLITON LIMITED Basic Materials 3,525.0 $294K 0.16% NEW $83.31 +14.2%
135 GWW WW GRAINGER INC Industrials 215.0 $292K 0.16% NEW $1360.40 -4.0%
136 MCD MCDONALDS CORP Consumer Cyclical 1,078.0 $291K 0.16% NEW $270.22 -1.9%
137 BAC BANK OF AMER CORP Financial Services 5,090.0 $290K 0.16% NEW $56.98 +9.4%
138 FDCF FIDELITY COVINGTON TRUST 5,355.0 $268K 0.15% NEW $49.96 +1.8%
139 VGT VANGUARD WORLD FD 2,176.0 $260K 0.14% NEW $119.52 +0.5%
140 UFOX ETF SER SOLUTIONS 2,730.0 $259K 0.14% NEW $95.04 -14.3%
Page 7 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%