BXM Wealth LLC holds a diversified book of 163 stocks worth $183.8M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Innovator U.S. Equity Ultra and trimmed Proshares Ultrapro QQQ. Their largest long position is Invesco QQQ Trust Series 1 at 13% of the equity book. Cloning the disclosed picks since 2025 would be +32% (+20.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2052379/holdings"
Use Arkolith to show BXM Wealth LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.5 points over this window.
Growth of $10,000 cloning BXM Wealth LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
44% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as BXM Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $19.9B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $85.4B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $17.4B |
| LPL Financial LLC | 78 / 80 | $79.9B |
| Steward Partners Investment Advisory, LLC | 78 / 80 | $7.0B |
| JPMORGAN CHASE & CO | 77 / 80 | $503.1B |
| Advisory Services Network, LLC | 77 / 80 | $2.1B |
| HARBOUR INVESTMENTS, INC. | 76 / 80 | $1.4B |
Ranked by how many of BXM Wealth LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $24.8M | 33.7K | 13.5% | ▲+17% Added · +5K sh | |
| 2 | Tidal Trust I FUND GRAN US ETF | $8.0M | 289.1K | 4.3% | ▲+56% Added · +104K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $7.4M | 10.8K | 4.1% | ▲+53% Added · +4K sh | |
| 4 | Apple Inc COM | $7.2M | 24.8K | 3.9% | ▲+5.3% Added · +1K sh | |
| 5 | Broadcom Inc COM | $7.1M | 18.7K | 3.8% | ▲+26% Added · +4K sh | |
| 6 | Alphabet Inc CAP STK CL A | $4.6M | 12.8K | 2.5% | ▲+18% Added · +2K sh | |
| 7 | Schwab Strategic TR US DIVIDEND EQ | $4.1M | 129.8K | 2.2% | ▲~0% Added · +6 sh | |
| 8 | Nvidia Corporation COM | $3.8M | 18.9K | 2.1% | ▲+44% Added · +6K sh | |
| 9 | Vaneck ETF Trust MRNGSTR WDE MOAT | $3.4M | 33.1K | 1.9% | ▲+10% Added · +3K sh | |
| 10 | Proshares TR ULTRAPRO QQQ | $3.0M | 37.1K | 1.6% | ▼−46% Reduced · −32K sh | |
| 11 | Ishares TR CORE S&P SCP ETF | $2.9M | 19.7K | 1.6% | ▲+3.0% Added · +582 sh | |
| 12 | Ishares TR EXPND TEC SC ETF | $2.9M | 17.6K | 1.6% | ▼−0.3% Reduced · −50 sh | |
| 13 | Vanguard Index FDS GROWTH ETF | $2.7M | 31.2K | 1.5% | ▲+496% Added · +26K sh | |
| 14 | Tidal Trust III FUND GRA MID ETF | $2.7M | 85.1K | 1.5% | ▲+65% Added · +34K sh | |
| 15 | JPMorgan Chase & Co COM | $2.5M | 7.7K | 1.4% | ▲+15% Added · +985 sh | |
| 16 | Ea Series Trust ALPHA ARCH 1-3 | $2.5M | 21.1K | 1.3% | ▼−26% Reduced · −7K sh | |
| 17 | Microsoft Corp COM | $2.5M | 6.6K | 1.3% | ▲+32% Added · +2K sh | |
| 18 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $2.0M | 6.6K | 1.1% | ▼−0.7% Reduced · −49 sh | |
| 19 | Chevron Corporation COM | $1.9M | 11.5K | 1.0% | ▲+37% Added · +3K sh | |
| 20 | Ishares TR CORE MSCI INTL | $1.8M | 20.1K | 1.0% | ▼−1.6% Reduced · −318 sh | |
| 21 | Cisco Sys Inc COM | $1.7M | 14.7K | 0.9% | ▲+32% Added · +4K sh | |
| 22 | Vaneck FDS ONCHAIN ECONOMY | $1.7M | 39.4K | 0.9% | ▲+12% Added · +4K sh | |
| 23 | Amazon Com Inc COM | $1.6M | 6.5K | 0.8% | ▲+6.7% Added · +410 sh | |
| 24 | Fidelity Covington Trust DISRUPTIVE TECH | $1.5M | 25.8K | 0.8% | —Held | |
| 25 | Wedbush Ser TR DAN IVE REVO ETF | $1.5M | 38.7K | 0.8% | ▲+23% Added · +7K sh | |
| 26 | Ishares TR MSCI USA MIN ETF | $1.5M | 15.1K | 0.8% | —Held | |
| 27 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.5M | 3.0K | 0.8% | ▲+34% Added · +780 sh | |
| 28 | Kla Corp COM NEW | $1.4M | 4.7K | 0.8% | ▲31× Added · +5K sh | |
| 29 | Texas Instrs Inc COM | $1.4M | 4.7K | 0.8% | ▲+17% Added · +669 sh | |
| 30 | Costco Wholesale Corporation COM | $1.4M | 1.5K | 0.8% | —Held | |
| 31 | Johnson & Johnson COM | $1.4M | 5.4K | 0.8% | ▲+27% Added · +1K sh | |
| 32 | International Business Machs COM | $1.3M | 4.8K | 0.7% | ▲+14% Added · +601 sh | |
| 33 | Abbvie Inc COM | $1.3M | 5.2K | 0.7% | ▲+37% Added · +1K sh | |
| 34 | Innovator Etfs Trust US EQT ULTRA BF | $1.2M | 27.3K | 0.7% | ▼−50% Reduced · −28K sh | |
| 35 | Oracle Corp COM | $1.2M | 8.4K | 0.7% | ▲+18% Added · +1K sh | |
| 36 | RTX Corporation COM | $1.2M | 6.4K | 0.7% | ▲+16% Added · +893 sh | |
| 37 | Vaneck ETF Trust FABLE SEMIC ETF | $1.2M | 18.4K | 0.6% | —Held | |
| 38 | Walmart Inc COM | $1.2M | 10.2K | 0.6% | ▲+16% Added · +1K sh | |
| 39 | Meta Platforms Inc CL A | $1.2M | 2.1K | 0.6% | ▲+36% Added · +549 sh | |
| 40 | ALPS ETF TR OSHARES US QUALT | $1.1M | 19.4K | 0.6% | ▲+78% Added · +9K sh | |
| 41 | ALPS ETF TR ELECTRIFICATION | $1.1M | 25.0K | 0.6% | ▲+320% Added · +19K sh | |
| 42 | Innovator Etfs Trust US EQT ULTRA BF | $1.1M | 29.1K | 0.6% | ▲New New position | |
| 43 | Vanguard Index FDS SMALL CP ETF | $1.0M | 3.4K | 0.6% | ▼−1.3% Reduced · −44 sh | |
| 44 | Bny Mellon ETF Trust GLOBAL INFRASCTR | $1.0M | 22.6K | 0.6% | ▲+129% Added · +13K sh | |
| 45 | Vanguard Index FDS TOTAL STK MKT | $999K | 2.7K | 0.5% | ▲+109% Added · +1K sh | |
| 46 | Caterpillar Inc COM | $979K | 919 | 0.5% | ▼−1.6% Reduced · −15 sh | |
| 47 | Fidelity Covington Trust HIGH DIVID ETF | $965K | 16.0K | 0.5% | —Held | |
| 48 | Invesco Exchange Traded FD T S&P500 EQL TEC | $935K | 14.5K | 0.5% | —Held | |
| 49 | Advanced Micro Devices Inc COM | $927K | 1.6K | 0.5% | ▲New New position | |
| 50 | Vanguard Scottsdale FDS VNG RUS1000IDX | $917K | 2.7K | 0.5% | ▼−0.8% Reduced · −21 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 163 | $183.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 131 | $129.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 136 | $129.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 129 | $105.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 108 | $84.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 103 | $83.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 96 | $71.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.