BXM Wealth LLC has filed its latest 13F-HR, revealing a total value of $186.79 million in holdings as of September 30, 2026. This filing is significant as it provides insight into the firm's investment strategy and its positions within the financial services industry.

The filing indicates that BXM Wealth LLC has substantial investments in prominent companies, including Apple Inc., Amazon.com Inc., and Alphabet Inc. This focus on technology and consumer sectors suggests a strategic alignment with market trends favoring growth in these areas.

Background

BXM Wealth LLC is an investment management firm incorporated in Colorado. The firm operates under the Central Index Key (CIK) 0002052379 and is categorized as an "other" entity type. The firm has been active in filing 13F-HR reports, with the most recent submission being on November 3, 2026. This filing follows several others throughout 2026, indicating a consistent reporting practice.

What the Filing Says

The filing reflects a total of 157 entries, with a reported total value of $186,789,899. This includes various holdings across different sectors, highlighting BXM Wealth's diverse investment portfolio. The report is signed by Camaron Barta, an Investment Advisor Representative at the firm.

Impact

The reported holdings may affect perceptions among investors and competitors in the financial services industry. By showcasing significant investments in high-profile companies, BXM Wealth LLC aims to position itself as a key player in the investment management landscape.

What's Next

The filing does not specify what happens next for BXM Wealth LLC. However, the firm is expected to continue monitoring its investments and may file additional reports in the future as it adjusts its portfolio based on market conditions.