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Camaron Barta

Bxm Wealth Llc

Assets Managed
$129.91M
Holdings
131
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
0.18%(2Q avg: 11.51%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Bxm Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 131 positions.

Assets under management

The assets under management (AUM) of Bxm Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 129.91M in assets, with a quarterly growth rate of 0.18% and a 2-quarter average growth rate of 11.51%. The portfolio is managed by Camaron Barta, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -86.88%
12.82%
$16.648M
28,844 shares@ $577.18 avg price
AAPL
Apple Inc
Recent Activity
Decreased -88.35%
4.6%
$5.974M
23,538 shares@ $253.8 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -89.68%
3.55%
$4.604M
14,877 shares@ $309.51 avg price
GRNY
Fndstrt Grnny Shots Us Lrg
Recent Activity
Decreased -50.3%
3.41%
$4.419M
185,134 shares@ $23.88 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -88.07%
3.27%
$4.236M
7,088 shares@ $597.6 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -3.67%
3.07%
$3.981M
129,746 shares@ $30.69 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Decreased -90.33%
2.56%
$3.313M
28,490 shares@ $116.29 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -92.54%
2.42%
$3.135M
10,902 shares@ $287.56 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -69.8%
2.23%
$2.893M
29,915 shares@ $96.71 avg price
TQQQ
Proshares Ultrapro Qqq
Recent Activity
Decreased -40.84%
2.23%
$2.89M
69,338 shares@ $41.69 avg price

1-10 of 131