# EDGAR Filing Document

**Accession Number:** 0002052379
**File Stem:** 0001667731-25-001000
**Filing Date:** 2025-7
**Character Count:** 14112
**Document Hash:** 9bb0532c408ddb8c294edde6d1f9ff71
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001667731-25-001000.hdr.sgml**: 20250729

**ACCESSION NUMBER**: 0001667731-25-001000

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250729

**DATE AS OF CHANGE**: 20250729

**EFFECTIVENESS DATE**: 20250729

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BXM Wealth LLC
- **CENTRAL INDEX KEY:** 0002052379

**ORGANIZATION NAME:**
- **EIN:** 993842286
- **STATE OF INCORPORATION:** CO
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24677
- **FILM NUMBER:** 251157830

**BUSINESS ADDRESS:**
- **STREET 1:** 8310 S VALLEY HIGHWAY
- **STREET 2:** SUITE 300
- **CITY:** ENGLEWOOD
- **STATE:** CO
- **ZIP:** 80112
- **BUSINESS PHONE:** 303-704-2592

**MAIL ADDRESS:**
- **STREET 1:** 8310 S VALLEY HIGHWAY
- **STREET 2:** SUITE 300
- **CITY:** ENGLEWOOD
- **STATE:** CO
- **ZIP:** 80112

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** BXM Wealth LLC<br>**Address:** 8310 S Valley Highway<br>Suite 300<br>Englewood, CO 80112

**Form 13F File Number:** 028-24677

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Camaron Barta<br>**Title:** Investment Advisor Representative<br>**Phone:** 303-7042-592

**Signature, Place, and Date of Signing:**

/s/ Camaron Barta  Parker, CO  07-29-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 108

**Form 13F Information Table Value Total:** $84159023

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 338734 | 2225 | SH |  | SOLE |  | 0 | 0 | 2225 |
| ABBOTT LABS | COM | 002824100 |  | 431016 | 3169 | SH |  | SOLE |  | 0 | 0 | 3169 |
| ABBVIE INC | COM | 00287Y109 |  | 683267 | 3681 | SH |  | SOLE |  | 0 | 0 | 3681 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 682366 | 2283 | SH |  | SOLE |  | 0 | 0 | 2283 |
| AFLAC INC | COM | 001055102 |  | 366157 | 3472 | SH |  | SOLE |  | 0 | 0 | 3472 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1866981 | 10654 | SH |  | SOLE |  | 0 | 0 | 10654 |
| AMAZON COM INC | COM | 023135106 |  | 1317656 | 6056 | SH |  | SOLE |  | 0 | 0 | 6056 |
| AMERICAN CENTY ETF TR | FOCUSED DYNAMIC | 025072810 |  | 557761 | 5105 | SH |  | SOLE |  | 0 | 0 | 5105 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 260288 | 816 | SH |  | SOLE |  | 0 | 0 | 816 |
| AMGEN INC | COM | 031162100 |  | 278652 | 998 | SH |  | SOLE |  | 0 | 0 | 998 |
| ANALOG DEVICES INC | COM | 032654105 |  | 202317 | 850 | SH |  | SOLE |  | 0 | 0 | 850 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 212805 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| APPLE INC | COM | 037833100 |  | 4298517 | 20951 | SH |  | SOLE |  | 0 | 0 | 20951 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 335667 | 666 | SH |  | SOLE |  | 0 | 0 | 666 |
| BHP GROUP LTD | SPONSORED ADS | 088606108 |  | 202218 | 4205 | SH |  | SOLE |  | 0 | 0 | 4205 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 |  | 228367 | 4825 | SH |  | SOLE |  | 0 | 0 | 4825 |
| BROADCOM INC | COM | 11135F101 |  | 3968257 | 14396 | SH |  | SOLE |  | 0 | 0 | 14396 |
| CATERPILLAR INC | COM | 149123101 |  | 339296 | 874 | SH |  | SOLE |  | 0 | 0 | 874 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1227138 | 8570 | SH |  | SOLE |  | 0 | 0 | 8570 |
| CISCO SYS INC | COM | 17275R102 |  | 677357 | 9763 | SH |  | SOLE |  | 0 | 0 | 9763 |
| COCA COLA CO | COM | 191216100 |  | 218618 | 3090 | SH |  | SOLE |  | 0 | 0 | 3090 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 287617 | 3205 | SH |  | SOLE |  | 0 | 0 | 3205 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1379976 | 1394 | SH |  | SOLE |  | 0 | 0 | 1394 |
| CVS HEALTH CORP | COM | 126650100 |  | 288522 | 4183 | SH |  | SOLE |  | 0 | 0 | 4183 |
| DIREXION SHS ETF TR | DRX S | 25459W862 |  | 2667503 | 15372 | SH |  | SOLE |  | 0 | 0 | 15372 |
| DIREXION SHS ETF TR | DLY SMCAP BULL3X | 25459W847 |  | 898034 | 26775 | SH |  | SOLE |  | 0 | 0 | 26775 |
| DISNEY WALT CO | COM | 254687106 |  | 391004 | 3153 | SH |  | SOLE |  | 0 | 0 | 3153 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 327686 | 2777 | SH |  | SOLE |  | 0 | 0 | 2777 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 |  | 742561 | 6590 | SH |  | SOLE |  | 0 | 0 | 6590 |
| EMERSON ELEC CO | COM | 291011104 |  | 359991 | 2700 | SH |  | SOLE |  | 0 | 0 | 2700 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 489951 | 4545 | SH |  | SOLE |  | 0 | 0 | 4545 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 |  | 832320 | 16000 | SH |  | SOLE |  | 0 | 0 | 16000 |
| FIDELITY COVINGTON TRUST | DISRUPTIVE TECH | 316092139 |  | 835009 | 21405 | SH |  | SOLE |  | 0 | 0 | 21405 |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 33739P855 |  | 636165 | 33500 | SH |  | SOLE |  | 0 | 0 | 33500 |
| FORTINET INC | COM | 34959E109 |  | 486312 | 4600 | SH |  | SOLE |  | 0 | 0 | 4600 |
| GENUINE PARTS CO | COM | 372460105 |  | 316134 | 2606 | SH |  | SOLE |  | 0 | 0 | 2606 |
| HOME DEPOT INC | COM | 437076102 |  | 256281 | 699 | SH |  | SOLE |  | 0 | 0 | 699 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 657932 | 2661 | SH |  | SOLE |  | 0 | 0 | 2661 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1214788 | 4121 | SH |  | SOLE |  | 0 | 0 | 4121 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 1499996 | 6605 | SH |  | SOLE |  | 0 | 0 | 6605 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | 46138J817 |  | 324867 | 14082 | SH |  | SOLE |  | 0 | 0 | 14082 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 46138J635 |  | 475553 | 20384 | SH |  | SOLE |  | 0 | 0 | 20384 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | 46138J585 |  | 353542 | 15571 | SH |  | SOLE |  | 0 | 0 | 15571 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | 46138J452 |  | 221040 | 10025 | SH |  | SOLE |  | 0 | 0 | 10025 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 670464 | 16441 | SH |  | SOLE |  | 0 | 0 | 16441 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 4130129 | 7587 | SH |  | SOLE |  | 0 | 0 | 7587 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 636820 | 10212 | SH |  | SOLE |  | 0 | 0 | 10212 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 |  | 545422 | 4600 | SH |  | SOLE |  | 0 | 0 | 4600 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 471708 | 1111 | SH |  | SOLE |  | 0 | 0 | 1111 |
| ISHARES TR | CORE S ETF | 464287200 |  | 270092 | 435 | SH |  | SOLE |  | 0 | 0 | 435 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 1471318 | 15674 | SH |  | SOLE |  | 0 | 0 | 15674 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 433428 | 5700 | SH |  | SOLE |  | 0 | 0 | 5700 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 |  | 2170633 | 19322 | SH |  | SOLE |  | 0 | 0 | 19322 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 518089 | 12685 | SH |  | SOLE |  | 0 | 0 | 12685 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 572354 | 3682 | SH |  | SOLE |  | 0 | 0 | 3682 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1661474 | 5731 | SH |  | SOLE |  | 0 | 0 | 5731 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 385022 | 13096 | SH |  | SOLE |  | 0 | 0 | 13096 |
| KINROSS GOLD CORP | COM | 496902404 |  | 194594 | 12450 | SH |  | SOLE |  | 0 | 0 | 12450 |
| LOWES COS INC | COM | 548661107 |  | 661616 | 2982 | SH |  | SOLE |  | 0 | 0 | 2982 |
| M  T BK CORP | COM | 55261F104 |  | 310384 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 200861 | 2595 | SH |  | SOLE |  | 0 | 0 | 2595 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 837853 | 1491 | SH |  | SOLE |  | 0 | 0 | 1491 |
| MCDONALDS CORP | COM | 580135101 |  | 366381 | 1254 | SH |  | SOLE |  | 0 | 0 | 1254 |
| META PLATFORMS INC | CL A | 30303M102 |  | 921874 | 1249 | SH |  | SOLE |  | 0 | 0 | 1249 |
| MICROSOFT CORP | COM | 594918104 |  | 1725515 | 3469 | SH |  | SOLE |  | 0 | 0 | 3469 |
| MONOLITHIC PWR SYS INC | COM | 609839105 |  | 329121 | 450 | SH |  | SOLE |  | 0 | 0 | 450 |
| NETFLIX INC | COM | 64110L106 |  | 257113 | 200 | SH |  | SOLE |  | 0 | 0 | 200 |
| NIKE INC | CL B | 654106103 |  | 233935 | 3243 | SH |  | SOLE |  | 0 | 0 | 3243 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 595974 | 4925 | SH |  | SOLE |  | 0 | 0 | 4925 |
| NRG ENERGY INC | COM NEW | 629377508 |  | 244885 | 1525 | SH |  | SOLE |  | 0 | 0 | 1525 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1788289 | 11319 | SH |  | SOLE |  | 0 | 0 | 11319 |
| ORACLE CORP | COM | 68389X105 |  | 1444488 | 6607 | SH |  | SOLE |  | 0 | 0 | 6607 |
| PACER FDS TR | GLOBL CASH ETF | 69374H709 |  | 306608 | 8075 | SH |  | SOLE |  | 0 | 0 | 8075 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 627754 | 4605 | SH |  | SOLE |  | 0 | 0 | 4605 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 274218 | 1340 | SH |  | SOLE |  | 0 | 0 | 1340 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 259132 | 371 | SH |  | SOLE |  | 0 | 0 | 371 |
| PFIZER INC | COM | 717081103 |  | 238885 | 9855 | SH |  | SOLE |  | 0 | 0 | 9855 |
| PHILLIPS 66 | COM | 718546104 |  | 272004 | 2280 | SH |  | SOLE |  | 0 | 0 | 2280 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 859850 | 5307 | SH |  | SOLE |  | 0 | 0 | 5307 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 |  | 3377436 | 40692 | SH |  | SOLE |  | 0 | 0 | 40692 |
| QUALCOMM INC | COM | 747525103 |  | 578751 | 3634 | SH |  | SOLE |  | 0 | 0 | 3634 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 256956 | 10925 | SH |  | SOLE |  | 0 | 0 | 10925 |
| RTX CORPORATION | COM | 75513E101 |  | 757698 | 5189 | SH |  | SOLE |  | 0 | 0 | 5189 |
| SALESFORCE INC | COM | 79466L302 |  | 592283 | 2172 | SH |  | SOLE |  | 0 | 0 | 2172 |
| SANGAMO THERAPEUTICS INC | COM | 800677106 |  | 6793 | 12550 | SH |  | SOLE |  | 0 | 0 | 12550 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1517814 | 57276 | SH |  | SOLE |  | 0 | 0 | 57276 |
| SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 |  | 201980 | 7385 | SH |  | SOLE |  | 0 | 0 | 7385 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 258961 | 2245 | SH |  | SOLE |  | 0 | 0 | 2245 |
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 |  | 88734 | 12290 | SH |  | SOLE |  | 0 | 0 | 12290 |
| SOUTHERN CO | COM | 842587107 |  | 206618 | 2250 | SH |  | SOLE |  | 0 | 0 | 2250 |
| SPDR SERIES TRUST | S DIVID ETF | 78464A763 |  | 348826 | 2570 | SH |  | SOLE |  | 0 | 0 | 2570 |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | 78464A284 |  | 232759 | 9393 | SH |  | SOLE |  | 0 | 0 | 9393 |
| STRYKER CORPORATION | COM | 863667101 |  | 521836 | 1319 | SH |  | SOLE |  | 0 | 0 | 1319 |
| TESLA INC | COM | 88160R101 |  | 564164 | 1806 | SH |  | SOLE |  | 0 | 0 | 1806 |
| TEXAS INSTRS INC | COM | 882508104 |  | 808472 | 3894 | SH |  | SOLE |  | 0 | 0 | 3894 |
| TIDAL TRUST I | FUNDSTRAT GRANNY | 886364231 |  | 1487128 | 65970 | SH |  | SOLE |  | 0 | 0 | 65970 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 253223 | 908 | SH |  | SOLE |  | 0 | 0 | 908 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 2454859 | 26174 | SH |  | SOLE |  | 0 | 0 | 26174 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 |  | 431957 | 8603 | SH |  | SOLE |  | 0 | 0 | 8603 |
| VANECK ETF TRUST | FABLESS SEMICOND | 92189H664 |  | 605860 | 19338 | SH |  | SOLE |  | 0 | 0 | 19338 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 769711 | 3173 | SH |  | SOLE |  | 0 | 0 | 3173 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 2101690 | 4794 | SH |  | SOLE |  | 0 | 0 | 4794 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1608093 | 2831 | SH |  | SOLE |  | 0 | 0 | 2831 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 |  | 730236 | 2600 | SH |  | SOLE |  | 0 | 0 | 2600 |
| VISA INC | COM CL A | 92826C839 |  | 346884 | 977 | SH |  | SOLE |  | 0 | 0 | 977 |
| WALMART INC | COM | 931142103 |  | 867993 | 8877 | SH |  | SOLE |  | 0 | 0 | 8877 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 284025 | 3545 | SH |  | SOLE |  | 0 | 0 | 3545 |
| WILLIAMS COS INC | COM | 969457100 |  | 372777 | 5935 | SH |  | SOLE |  | 0 | 0 | 5935 |

---