BXM Wealth LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports that the firm holds positions in 157 different companies.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds. The top individual stock holding is Apple Inc., with 24,784 shares. Microsoft Corporation is the second-largest holding, with 6,785 shares. Other significant positions include NVIDIA Corporation (19,211 shares), Broadcom Inc. (18,908 shares), and Taiwan Semiconductor Manufacturing Company (3,048 shares).
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). Major ETF holdings include the Invesco QQQ Trust (32,981 shares), the Vanguard S&P 500 ETF (10,215 shares), and the Vanguard Morningstar Large Growth ETF (33,221 shares). Other notable ETFs include the Schwab Strategic Trust US Dividend Equity ETF (130,372 shares) and the Tidal Trust I Fund Gran US ETF (298,358 shares).
The filing lists the investment advisor representative as Camaron Barta, located in Parker, Colorado. The report was signed on November 3, 2026.
