BXM WEALTH LLC

PrivateCIK: 2052379
Location

ENGLEWOOD, CO

131
Positions
$129.91M
Total AUM (reported)
1.47M
Total Shares

Allocation by class

TOTAL AUM$129.91M131 positions
COM$43.95M33.8%
UNIT SER 1$16.65M12.8%
FUNDSTRAT GRANNY$5.71M4.4%
S&P 500 ETF SHS$4.24M3.3%
US DIVIDEND EQ$3.98M3.1%
ALPHA ARCH 1-3$3.31M2.6%
CAP STK CL A$3.13M2.4%

Portfolio Concentration

Top 321.0%4–1019.1%11–2521.2%Rest38.7%TOP 1040.1%0%100%
Top 3$27.23M21.0%
4–10$24.87M19.1%
11–25$27.48M21.2%
Rest$50.34M38.7%

Top 3 weight

21.0%

Top 10 weight

40.1%

Voting Authority Distribution

Total shares with voting rights: 1.47M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.47M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole131
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings131
Rows:

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares28.84K
TypeSH
Market value$16.65M
12.82%
Sole
0.00
Shared
0.00
None
28.84K

APPLE INC

SOLE
COM
Shares23.54K
TypeSH
Market value$5.97M
4.60%
Sole
0.00
Shared
0.00
None
23.54K

BROADCOM INC

SOLE
COM
Shares14.88K
TypeSH
Market value$4.60M
3.54%
Sole
0.00
Shared
0.00
None
14.88K

TIDAL TRUST I

SOLE
FUNDSTRAT GRANNY
Shares185.13K
TypeSH
Market value$4.42M
3.40%
Sole
0.00
Shared
0.00
None
185.13K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares7.09K
TypeSH
Market value$4.24M
3.26%
Sole
0.00
Shared
0.00
None
7.09K

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares129.75K
TypeSH
Market value$3.98M
3.06%
Sole
0.00
Shared
0.00
None
129.75K

EA SERIES TRUST

SOLE
ALPHA ARCH 1-3
Shares28.49K
TypeSH
Market value$3.31M
2.55%
Sole
0.00
Shared
0.00
None
28.49K

ALPHABET INC

SOLE
CAP STK CL A
Shares10.90K
TypeSH
Market value$3.13M
2.41%
Sole
0.00
Shared
0.00
None
10.90K

VANECK ETF TRUST

SOLE
MRNGSTR WDE MOAT
Shares29.91K
TypeSH
Market value$2.89M
2.23%
Sole
0.00
Shared
0.00
None
29.91K

PROSHARES TR

SOLE
ULTRAPRO QQQ
Shares69.34K
TypeSH
Market value$2.89M
2.22%
Sole
0.00
Shared
0.00
None
69.34K

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares19.10K
TypeSH
Market value$2.37M
1.83%
Sole
0.00
Shared
0.00
None
19.10K

INNOVATOR ETFS TRUST

SOLE
US EQT ULTRA BF
Shares55.20K
TypeSH
Market value$2.35M
1.81%
Sole
0.00
Shared
0.00
None
55.20K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares5.24K
TypeSH
Market value$2.29M
1.76%
Sole
0.00
Shared
0.00
None
5.24K

NVIDIA CORPORATION

SOLE
COM
Shares13.06K
TypeSH
Market value$2.28M
1.75%
Sole
0.00
Shared
0.00
None
13.06K

ISHARES TR

SOLE
EXPND TEC SC ETF
Shares17.62K
TypeSH
Market value$2.09M
1.61%
Sole
0.00
Shared
0.00
None
17.62K

JPMORGAN CHASE & CO

SOLE
COM
Shares6.67K
TypeSH
Market value$1.96M
1.51%
Sole
0.00
Shared
0.00
None
6.67K

MICROSOFT CORP

SOLE
COM
Shares5K
TypeSH
Market value$1.85M
1.43%
Sole
0.00
Shared
0.00
None
5K

PROSHARES TR

SOLE
ULTRPRO S&P500
Shares18.80K
TypeSH
Market value$1.82M
1.40%
Sole
0.00
Shared
0.00
None
18.80K

CHEVRON CORPORATION

SOLE
COM
Shares8.43K
TypeSH
Market value$1.74M
1.34%
Sole
0.00
Shared
0.00
None
8.43K

ISHARES TR

SOLE
CORE MSCI INTL
Shares20.42K
TypeSH
Market value$1.71M
1.31%
Sole
0.00
Shared
0.00
None
20.42K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares6.62K
TypeSH
Market value$1.57M
1.21%
Sole
0.00
Shared
0.00
None
6.62K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares1.49K
TypeSH
Market value$1.48M
1.14%
Sole
0.00
Shared
0.00
None
1.49K

ISHARES TR

SOLE
MSCI USA MIN VOL
Shares15.12K
TypeSH
Market value$1.40M
1.08%
Sole
0.00
Shared
0.00
None
15.12K

TIDAL TRUST III

SOLE
FUNDSTRAT GRANNY
Shares51.55K
TypeSH
Market value$1.29M
0.99%
Sole
0.00
Shared
0.00
None
51.55K

AMAZON COM INC

SOLE
COM
Shares6.09K
TypeSH
Market value$1.27M
0.98%
Sole
0.00
Shared
0.00
None
6.09K
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