BXM Wealth
BXM Wealth reported 163 stocks worth $184M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are QQQ (13.5%), GRNY (4.3%) and VOO (4.0%). Compared with Q1 2026, the fund opened new positions in UJUN, AMD and JQUA, added to QQQ, GRNY and VOO, trimmed TQQQ, IGM and BOXX and sold out of CSX, PPH and NFLX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $24.8M | 13.5% | 34K | +4,811 (+17%) | 7 of 7 | |
| 2 |  GRNY Fundstrat Granny Shots US Large Cap ETF | $8M | 4.3% | 289K | +104K (+56%) | 6 of 7 | |
| 3 |  VOO Vanguard S&P 500 ETF | $7.4M | 4.0% | 11K | +3,756 (+53%) | 7 of 7 | |
| 4 |  AAPL Apple Inc | $7.2M | 3.9% | 25K | +1,261 (+5%) | 7 of 7 | |
| 5 |  AVGO Broadcom Inc | $7.1M | 3.8% | 19K | +3,831 (+26%) | 7 of 7 | |
| 6 |  GOOGL Alphabet Inc | $4.6M | 2.5% | 13K | +1,922 (+18%) | 7 of 7 | |
| 7 |  SCHD Schwab US Dividend Equity ETF | $4.1M | 2.2% | 130K | No change | 7 of 7 | |
| 8 |  NVDA Nvidia Corporation | $3.8M | 2.0% | 19K | +5,810 (+44%) | 7 of 7 | |
| 9 |  MOAT Vaneck Morningstar Wide Moat ETF | $3.4M | 1.9% | 33K | +3,140 (+10%) | 7 of 7 | |
| 10 |  TQQQ Proshares TR | $3M | 1.6% | 37K | −32K (−46%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CSX Csx Corp | $370K | 9,022 |
 PPH Vaneck Pharmaceutical ETF | $324K | 3,120 |
 NFLX Netflix Inc | $297K | 3,090 |
 BJ Bjs Whsl Club Hldgs Inc | $271K | 2,750 |
 GPC Genuine Parts Co | $270K | 2,556 |
🔒 Free account: see all 8.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →BXM Wealth 13F FAQ
What does BXM Wealth own?
BXM Wealth reported 163 stocks worth $184M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are QQQ (13.5%), GRNY (4.3%) and VOO (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did BXM Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 40 new positions, 70 added to, 22 trimmed and 8 sold out. New positions include UJUN, AMD and JQUA. It sold all of CSX, PPH and NFLX.
When will BXM Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is BXM Wealth's portfolio worth?
The Q2 2026 filing reports $184M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.