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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 8 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ABT ABBOTT LABORATORIES Healthcare 2,837.0 $257K 0.14% NEW $90.74 +23.9%
142 FUTURECREST ACQUISITION CORP 24,788.0 $255K 0.14% NEW $10.30
143 SPDW SPDR INDEX SHS FDS 4,952.0 $250K 0.14% NEW $50.39 +2.9%
144 MDB MONGODB INC Technology 725.0 $244K 0.13% NEW $335.90 +33.0%
145 NRG NRG ENERGY INC Utilities 1,662.0 $243K 0.13% NEW $146.06 -23.9%
146 VYM VANGUARD WHITEHALL FDS 1,499.0 $237K 0.13% NEW $158.03 +3.9%
147 RSP INVESCO EXCHANGE TRADED FD T 1,107.0 $236K 0.13% NEW $212.77 +3.7%
148 SNA SNAP ON INC Industrials 580.0 $233K 0.13% NEW $402.40 -2.6%
149 SCHA SCHWAB STRATEGIC TR 6,183.0 $223K 0.12% NEW $36.13 -5.2%
150 PSX PHILLIPS 66 Energy 1,300.0 $220K 0.12% NEW $169.05 +44.3%
151 HYMB SPDR SERIES TRUST 8,578.0 $218K 0.12% NEW $25.44 -2.5%
152 SO SOUTHERN CO Utilities 2,250.0 $215K 0.12% NEW $95.71 -7.8%
153 SCHE SCHWAB STRATEGIC TR 5,852.0 $212K 0.12% NEW $36.26 +2.5%
154 FDRR FIDELITY COVINGTON TRUST 3,200.0 $208K 0.11% NEW $64.88 +7.3%
155 DOV DOVER CORP Industrials 925.0 $207K 0.11% NEW $224.28 -11.4%
156 BKLC BNY MELLON ETF TRUST 1,405.0 $201K 0.11% NEW $47.80 +2.8%
157 MOTG VANECK ETF TRUST 5,250.0 $200K 0.11% NEW $38.12 +6.6%
158 PFFR ETFIS SER TR I 11,270.0 $196K 0.11% NEW $17.40 +0.4%
159 BMNR BITMINE IMMERSION TECHS INC Financial Services 13,520.0 $180K 0.10% NEW $13.31 +78.8%
160 OWL BLUE OWL CAPITAL INC Financial Services 14,815.0 $130K 0.07% NEW $8.75 +37.4%
Page 8 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%