13F Filings History of BXM Wealth LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$47,254,244
Signature - Title
Camaron Barta - Investment Advisor Representative
Location
Englewood, CO
Summary
This page shows a list of all the recent 13F filings made by BXM Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BXM Wealth LLC reported 136 stock holdings with total value $47,254,244 as of Q4 2025. Top holdings included SCHD, TQQQ, IGM, VUG, and IJR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 136 $47,254,244 $0 $0 $0 SCHD, TQQQ, IGM, VUG, IJR 13F-HR 20 Jan 2026, 17:26
Q3 2025 129 $102,322,064 +$22,921,460 -$6,354,741 +$16,566,719 AVGO, QQQ, AAPL, NVDA, VOO 13F-HR 28 Oct 2025, 09:24
Q2 2025 108 $84,159,023 +$8,354,331 -$16,785,894 -$8,431,563 AAPL, QQQ, AVGO, TQQQ, SPXL 13F-HR 29 Jul 2025, 08:52
Q1 2025 103 $83,236,795 +$18,859,204 -$3,667,386 +$15,191,818 QQQ, AAPL, MOAT, AVGO, BRKB 13F-HR 30 Apr 2025, 08:50
Q4 2024 96 $71,430,205 $0 $0 $0 AAPL, AVGO, QQQ, TQQQ, BRKB 13F-HR 30 Jan 2025, 12:26