BXM Wealth LLC
164 holdingsFiling period: 2026-06-30Current AUM: $183.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 33.7K | $24.8M | $23.7M | 12.93% | +4.8K | 2026-06-30 |
| 2 | GRNY | TIDAL TRUST I | 289.1K | $8.0M | $7.9M | 4.29% | +104.0K | 2026-06-30 |
| 3 | VOO | VANGUARD INDEX FDS | 10.8K | $7.4M | $7.5M | 4.12% | +3.8K | 2026-06-30 |
| 4 | AAPL | APPLE INC | 24.8K | $7.2M | $8.2M | 4.48% | +1.3K | 2026-06-30 |
| 5 | AVGO | BROADCOM INC | 18.7K | $7.1M | $6.3M | 3.46% | +3.8K | 2026-06-30 |
| 6 | GOOGL | ALPHABET INC | 12.8K | $4.6M | $4.4M | 2.41% | +1.9K | 2026-06-30 |
| 7 | SCHD | SCHWAB STRATEGIC TR | 129.8K | $4.1M | $4.5M | 2.43% | +6 | 2026-06-30 |
| 8 | NVDA | NVIDIA CORPORATION | 18.9K | $3.8M | $4.0M | 2.18% | +5.8K | 2026-06-30 |
| 9 | MOAT | VANECK ETF TRUST | 33.1K | $3.4M | $3.6M | 1.97% | +3.1K | 2026-06-30 |
| 10 | TQQQ | PROSHARES TR | 37.1K | $3.0M | $2.5M | 1.37% | -32,233 | 2026-06-30 |
| 11 | IJR | ISHARES TR | 19.7K | $2.9M | $2.8M | 1.50% | +582 | 2026-06-30 |
| 12 | IGM | ISHARES TR | 17.6K | $2.9M | $2.8M | 1.53% | -50 | 2026-06-30 |
| 13 | VUG | VANGUARD INDEX FDS | 31.2K | $2.7M | $2.7M | 1.48% | +25.9K | 2026-06-30 |
| 14 | GRNJ | TIDAL TRUST III | 85.1K | $2.7M | $2.4M | 1.30% | +33.5K | 2026-06-30 |
| 15 | JPM | JPMORGAN CHASE & CO | 7.7K | $2.5M | $2.7M | 1.47% | +985 | 2026-06-30 |
| 16 | BOXX | EA SERIES TRUST | 21.1K | $2.5M | $2.5M | 1.36% | -7,400 | 2026-06-30 |
| 17 | MSFT | MICROSOFT CORP | 6.6K | $2.5M | $3.3M | 1.79% | +1.6K | 2026-06-30 |
| 18 | QQQM | INVESCO EXCH TRADED FD TR II | 6.6K | $2.0M | $1.9M | 1.04% | -49 | 2026-06-30 |
| 19 | CVX | CHEVRON CORPORATION | 11.5K | $1.9M | $2.5M | 1.37% | +3.1K | 2026-06-30 |
| 20 | IDEV | ISHARES TR | 20.1K | $1.8M | $1.8M | 1.00% | -318 | 2026-06-30 |
| 21 | CSCO | CISCO SYS INC | 14.7K | $1.7M | $1.6M | 0.88% | +3.6K | 2026-06-30 |
| 22 | NODE | VANECK FDS | 39.4K | $1.7M | $1.5M | 0.81% | +4.2K | 2026-06-30 |
| 23 | AMZN | AMAZON COM INC | 6.5K | $1.6M | $1.6M | 0.88% | +410 | 2026-06-30 |
| 24 | FDTX | FIDELITY COVINGTON TRUST | 25.8K | $1.5M | $1.4M | 0.75% | -- | 2026-06-30 |
| 25 | IVES | WEDBUSH SER TR | 38.7K | $1.5M | $1.5M | 0.83% | +7.1K | 2026-06-30 |
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