§ 13F · FUND PROFILE
BCGM Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $384M (13F)Positions · 177Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 126K | $18M | 4.5% | +12% |
| 2 | IVV | ISHARES TR | 27K | $17M | 4.4% | −2% |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | 209K | $15M | 3.8% | −1% |
| 4 | QQQ | INVESCO QQQ TR | 24K | $14M | 3.4% | −1% |
| 5 | DYNF | BLACKROCK ETF TRUST | 218K | $13M | 3.2% | −6% |
| 6 | IWF | ISHARES TR | 28K | $12M | 3.0% | +3% |
| 7 | QUAL | ISHARES TR | 54K | $10M | 2.6% | −1% |
| 8 | CORO | BLACKROCK ETF TRUST | 313K | $10M | 2.5% | NEW |
| 9 | XOM | EXXON MOBIL CORP | 48K | $8M | 2.0% | +4% |
| 10 | VIGI | VANGUARD WHITEHALL FDS | 88K | $8M | 2.0% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BCGM SIGNAL
AC read
BCGM Wealth Management, LLC is a Other fund managing $384 million in assets. The fund runs a portfolio of 177 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed