BXM Wealth LLC

Englewood, CO · CIK 2052379 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyEnglewood, CO

$183.8m reported value +41.5% vs Q1 2026

163positions

39.9%in top 10

40 new 69 added 23 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	33,655	$24.8m13.48%	13.48%	Added +4.8k	+4,811 16.7%
2	TIDAL TRUST I FUNDSTRAT GRANNY GRNY	GRNY	289,149	$8.0m4.35%	4.35%	Added +104.0k	+104,015 56.2%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	10,844	$7.4m4.05%	4.05%	Added +3.8k	+3,756 53.0%
4	APPLE INC COM AAPL	AAPL	24,799	$7.2m3.90%	3.90%	Added +1.3k	+1,261 5.4%
5	BROADCOM INC COM AVGO	AVGO	18,708	$7.1m3.84%	3.84%	Added +3.8k	+3,831 25.8%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	12,824	$4.6m2.49%	2.49%	Added +1.9k	+1,922 17.6%
7	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	129,752	$4.1m2.24%	2.24%	Added +6	+6 0.0%
8	NVIDIA CORPORATION COM NVDA	NVDA	18,869	$3.8m2.05%	2.05%	Added +5.8k	+5,810 44.5%
9	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	33,055	$3.4m1.87%	1.87%	Added +3.1k	+3,140 10.5%
10	PROSHARES TR ULTRAPRO QQQ TQQQ	TQQQ	37,105	$3.0m1.64%	1.64%	Reduced -32.2k	-32,233 -46.5%
11	ISHARES TR CORE S&P SCP ETF IJR	IJR	19,685	$2.9m1.59%	1.59%	Added +582	+582 3.0%
12	ISHARES TR EXPND TEC SC ETF IGM	IGM	17,572	$2.9m1.56%	1.56%	Reduced -50	-50 -0.3%
13	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	31,176	$2.7m1.46%	1.46%	Reduced -234	-234 -0.7%
14	TIDAL TRUST III FUNDSTRAT GRANNY GRNJ	GRNJ	85,080	$2.7m1.46%	1.46%	Added +33.5k	+33,525 65.0%
15	JPMORGAN CHASE & CO COM JPM	JPM	7,659	$2.5m1.36%	1.36%	Added +985	+985 14.8%
16	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	21,090	$2.5m1.34%	1.34%	Reduced -7.4k	-7,400 -26.0%
17	MICROSOFT CORP COM MSFT	MSFT	6,588	$2.5m1.34%	1.34%	Added +1.6k	+1,587 31.7%
18	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	6,569	$2.0m1.08%	1.08%	Reduced -49	-49 -0.7%
19	CHEVRON CORP NEW COM CVX	CVX	11,548	$1.9m1.04%	1.04%	Added +3.1k	+3,121 37.0%
20	ISHARES TR CORE MSCI INTL IDEV	IDEV	20,100	$1.8m0.97%	0.97%	Reduced -318	-318 -1.6%
21	CISCO SYS INC COM CSCO	CSCO	14,672	$1.7m0.94%	0.94%	Added +3.6k	+3,596 32.5%
22	VANECK FDS ONCHAIN ECONOMY NODE	NODE	39,414	$1.7m0.93%	0.93%	Added +4.2k	+4,190 11.9%
23	AMAZON COM INC COM AMZN	AMZN	6,504	$1.6m0.84%	0.84%	Added +410	+410 6.7%
24	FIDELITY COVINGTON TRUST DISRUPTIVE TECH FDTX	FDTX	25,840	$1.5m0.81%	0.81%	Unchanged
25	WEDBUSH SER TR DAN IVES WEDBUSH IVES	IVES	38,725	$1.5m0.80%	0.80%	Added +7.1k	+7,145 22.6%
26	ISHARES TR MSCI USA MIN VOL USMV	USMV	15,124	$1.5m0.79%	0.79%	Unchanged
27	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	3,048	$1.5m0.79%	0.79%	Added +780	+780 34.4%
28	KLA CORP COM NEW KLAC	KLAC	4,720	$1.4m0.77%	0.77%	Added +3.2k	+3,200 210.5%
29	TEXAS INSTRS INC COM TXN	TXN	4,675	$1.4m0.76%	0.76%	Added +669	+669 16.7%
30	COSTCO WHSL CORP NEW COM COST	COST	1,489	$1.4m0.76%	0.76%	Unchanged
31	JOHNSON & JOHNSON COM JNJ	JNJ	5,430	$1.4m0.75%	0.75%	Added +1.2k	+1,152 26.9%
32	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	4,788	$1.3m0.73%	0.73%	Added +601	+601 14.3%
33	ABBVIE INC COM ABBV	ABBV	5,177	$1.3m0.71%	0.71%	Added +1.4k	+1,399 37.0%
34	INNOVATOR ETFS TRUST US EQT ULTRA BF UJAN	UJAN	27,325	$1.2m0.67%	0.67%	Reduced -27.9k	-27,870 -50.5%
35	ORACLE CORP COM ORCL	ORCL	8,380	$1.2m0.67%	0.67%	Added +1.3k	+1,258 17.7%
36	RTX CORPORATION COM RTX	RTX	6,406	$1.2m0.66%	0.66%	Added +893	+893 16.2%
37	VANECK ETF TRUST FABLESS SEMICOND SMHX	SMHX	18,390	$1.2m0.64%	0.64%	Unchanged
38	WALMART INC COM WMT	WMT	10,246	$1.2m0.63%	0.63%	Added +1.4k	+1,402 15.8%
39	META PLATFORMS INC CL A META	META	2,059	$1.2m0.63%	0.63%	Added +549	+549 36.4%
40	ALPS ETF TR OSHARES US QUALT OUSA	OUSA	19,400	$1.1m0.62%	0.62%	Added +8.5k	+8,500 78.0%
41	ALPS ETF TR ELECTRIFICATION ELFY	ELFY	25,015	$1.1m0.61%	0.61%	Added +19.1k	+19,055 319.7%
42	INNOVATOR ETFS TRUST US EQT ULTRA BF UJUN	UJUN	29,140	$1.1m0.61%	0.61%	New
43	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,416	$1.0m0.56%	0.56%	Reduced -44	-44 -1.3%
44	BNY MELLON ETF TRUST GLOBAL INFRASCTR BKGI	BKGI	22,625	$1.0m0.55%	0.55%	Added +12.8k	+12,750 129.1%
45	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,701	$999.5k0.54%	0.54%	Added +1.4k	+1,411 109.4%
46	CATERPILLAR INC COM CAT	CAT	919	$978.6k0.53%	0.53%	Reduced -15	-15 -1.6%
47	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	16,000	$964.6k0.52%	0.52%	Unchanged
48	INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC RSPT	RSPT	14,500	$935.2k0.51%	0.51%	Unchanged
49	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,596	$927.1k0.50%	0.50%	New
50	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	2,707	$916.9k0.50%	0.50%	Reduced -21	-21 -0.8%
51	ISHARES TR CORE S&P500 ETF IVV	IVV	1,191	$891.9k0.49%	0.49%	Reduced -20	-20 -1.6%
52	FORTINET INC COM FTNT	FTNT	5,500	$844.9k0.46%	0.46%	Added +600	+600 12.2%
53	PROCTER AND GAMBLE CO COM PG	PG	5,546	$813.3k0.44%	0.44%	Added +941	+941 20.4%
54	MASTERCARD INCORPORATED CL A MA	MA	1,570	$806.4k0.44%	0.44%	Unchanged
55	ILLINOIS TOOL WKS INC COM ITW	ITW	2,976	$804.9k0.44%	0.44%	Added +315	+315 11.8%
56	DELL TECHNOLOGIES INC CL C DELL	DELL	1,862	$803.5k0.44%	0.44%	Added +150	+150 8.8%
57	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	11,105	$802.7k0.44%	0.44%	New
58	ISHARES GOLD TR ISHARES NEW IAU	IAU	10,300	$777.8k0.42%	0.42%	Unchanged
59	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	6,603	$770.4k0.42%	0.42%	Added +1.6k	+1,618 32.5%
60	NOVARTIS AG SPONSORED ADR NVS	NVS	4,840	$758.5k0.41%	0.41%	Unchanged
61	TESLA INC COM TSLA	TSLA	1,766	$742.8k0.40%	0.40%	Added +300	+300 20.5%
62	PACER FDS TR GLOBL CASH ETF GCOW	GCOW	16,715	$723.8k0.39%	0.39%	Reduced -3.5k	-3,500 -17.3%
63	QUALCOMM INC COM QCOM	QCOM	3,850	$711.4k0.39%	0.39%	Added +100	+100 2.7%
64	VISA INC COM CL A V	V	2,067	$709.2k0.39%	0.39%	Added +862	+862 71.5%
65	EXXON MOBIL CORP COM XOM	XOM	5,167	$706.4k0.38%	0.38%	Added +958	+958 22.8%
66	LOWES COS INC COM LOW	LOW	3,181	$701.4k0.38%	0.38%	Reduced -50	-50 -1.6%
67	BNY MELLON ETF TRUST II DYNAMIC VALUE BKDV	BKDV	20,380	$682.5k0.37%	0.37%	Added +4.5k	+4,545 28.7%
68	PALO ALTO NETWORKS INC COM PANW	PANW	1,968	$671.1k0.37%	0.37%	Added +223	+223 12.8%
69	DATADOG INC CL A COM DDOG	DDOG	2,436	$634.2k0.35%	0.35%	New
70	MONOLITHIC PWR SYS INC COM MPWR	MPWR	450	$622.1k0.34%	0.34%	Unchanged
71	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 BSJQ	BSJQ	26,985	$619.4k0.34%	0.34%	Reduced -6.9k	-6,896 -20.4%
72	PARKER-HANNIFIN CORP COM PH	PH	633	$619.1k0.34%	0.34%	Added +165	+165 35.3%
73	INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 BSJR	BSJR	27,693	$618.8k0.34%	0.34%	Reduced -3.5k	-3,473 -11.1%
74	AMERICAN EXPRESS CO COM AXP	AXP	1,815	$613.9k0.33%	0.33%	Added +985	+985 118.7%
75	KINDER MORGAN INC DEL COM KMI	KMI	18,727	$598.7k0.33%	0.33%	Added +6.4k	+6,427 52.2%
76	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	12,925	$595.2k0.32%	0.32%	Added +469	+469 3.8%
77	DIREXION SHS ETF TR DRX S&P500BULL SPXL	SPXL	2,167	$586.5k0.32%	0.32%	Reduced -325	-325 -13.0%
78	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	893	$585.7k0.32%	0.32%	Reduced -65	-65 -6.8%
79	ISHARES TR RUS 1000 GRW ETF IWF	IWF	4,664	$579.1k0.32%	0.32%	Unchanged
80	AMGEN INC COM AMGN	AMGN	1,594	$577.2k0.31%	0.31%	Added +475	+475 42.5%
81	EMERSON ELEC CO COM EMR	EMR	3,996	$572.0k0.31%	0.31%	Added +945	+945 31.0%
82	APPLIED MATLS INC COM AMAT	AMAT	789	$570.2k0.31%	0.31%	New
83	MICRON TECHNOLOGY INC COM MU	MU	460	$531.0k0.29%	0.29%	New
84	MORGAN STANLEY COM NEW MS	MS	2,507	$524.1k0.29%	0.29%	Added +1.3k	+1,251 99.6%
85	ALPS ETF TR OSHARES US SMLCP OUSM	OUSM	10,940	$519.9k0.28%	0.28%	Unchanged
86	VERTIV HOLDINGS CO COM CL A VRT	VRT	1,543	$516.6k0.28%	0.28%	Added +363	+363 30.8%
87	DUKE ENERGY CORP NEW COM NEW DUK	DUK	4,065	$514.5k0.28%	0.28%	Added +1.3k	+1,288 46.4%
88	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	16,192	$503.6k0.27%	0.27%	New
89	CONOCOPHILLIPS COM COP	COP	4,722	$490.9k0.27%	0.27%	Added +1.8k	+1,750 58.9%
90	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	25,000	$482.2k0.26%	0.26%	Unchanged
91	WILLIAMS COS INC COM WMB	WMB	6,429	$477.9k0.26%	0.26%	Added +283	+283 4.6%
92	PHILIP MORRIS INTL INC COM PM	PM	2,584	$467.5k0.25%	0.25%	New
93	CUMMINS INC COM CMI	CMI	654	$466.4k0.25%	0.25%	New
94	AFLAC INC COM AFL	AFL	3,872	$454.0k0.25%	0.25%	Unchanged
95	GE VERNOVA INC COM GEV	GEV	383	$450.0k0.24%	0.24%	New
96	HOME DEPOT INC COM HD	HD	1,266	$446.5k0.24%	0.24%	Added +372	+372 41.6%
97	REGIONS FINANCIAL CORP NEW COM RF	RF	14,675	$443.2k0.24%	0.24%	Added +5.0k	+5,000 51.7%
98	VANECK ETF TRUST HIGH YLD MUNIETF HYD	HYD	8,603	$443.1k0.24%	0.24%	Unchanged
99	STRYKER CORPORATION COM SYK	SYK	1,403	$441.7k0.24%	0.24%	Reduced -12	-12 -0.8%
100	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	14,975	$440.7k0.24%	0.24%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CSX CORP CSX	CSX	9,022	$370.4k9.0k shares
VANECK ETF TRUST PPH	PPH	3,120	$324.1k3.1k shares
NETFLIX INC NFLX	NFLX	3,090	$297.1k3.1k shares
BJS WHSL CLUB HLDGS INC BJ	BJ	2,750	$270.7k2.8k shares
GENUINE PARTS CO GPC	GPC	2,556	$270.3k2.6k shares
CAVA GROUP INC CAVA	CAVA	2,830	$228.9k2.8k shares
FIDELITY COVINGTON TRUST FMED	FMED	8,690	$213.5k8.7k shares
SANGAMO THERAPEUTICS INC SGMOQ	SGMOQ	12,350	$3.0k12.3k shares