BXM Wealth LLC
RIA/Wealth
BXM Wealth LLC is a RIA/Wealth based in Englewood, CO led by Adam Henry Barringer, reporting $107.6M in AUM as of Q3 2025 with 36% ETF concentration.
Managing PartnerAdam Henry Barringer
- Portfolio Value
- $102.6M
- Positions
- 127
- Top Holding
- AVGO at 5.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BXM Wealth LLC's portfolio (35.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $5.9M | 5.79% | +$1.2M Bought | 0.00% 18.0K shares | |
ETF ETF | $5.9M | 5.77% | +$2.2M Bought | — 11.9K shares | |
Consumer Electronics Technology | $5.5M | 5.40% | +$201.4K Bought | 0.00% 21.7K shares | |
Semiconductors Technology | $3.1M | 3.00% | +$966.7K Bought | 0.00% 16.5K shares | |
ETF ETF | $3.0M | 2.95% | -$4.4M Sold | — 16.7K shares | |
ETF ETF | $2.9M | 2.87% | +$1.9M Bought | — 8.3K shares | |
Internet Content & Information Communication Services | $2.8M | 2.76% | +$243.1K Bought | 0.00% 11.7K shares | |
ETF ETF | $2.6M | 2.53% | — | — 26.2K shares | |
ETF ETF | $2.4M | 2.37% | — | — 19.3K shares | |
ETF ETF | $2.3M | 2.24% | — | — 4.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BXM Wealth LLC's latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for BXM Wealth LLC
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