§ 13F · FUND PROFILE
BCGM Wealth Management, LLC.
AUM · $473M (13F)Positions · 182Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$46M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 220K | $36M | 7.6% | +75% |
| 2 | VCRB | VANGUARD MALVERN FDS | 329K | $25M | 5.4% | NEW |
| 3 | IVV | ISHARES TR | 26K | $20M | 4.2% | −2% |
| 4 | QQQ | INVESCO QQQ TR | 23K | $17M | 3.6% | −2% |
| 5 | DYNF | BLACKROCK ETF TRUST | 225K | $15M | 3.2% | +3% |
| 6 | IWF | ISHARES TR | 120K | $15M | 3.2% | +325% |
| 7 | JAVA | J P MORGAN EXCHANGE TRADED F | 175K | $14M | 2.9% | −16% |
| 8 | CORO | BLACKROCK ETF TRUST | 337K | $12M | 2.6% | +8% |
| 9 | LLY | ELI LILLY & CO | 9K | $11M | 2.3% | +82% |
| 10 | VIGI | VANGUARD WHITEHALL FDS | 91K | $9M | 1.8% | +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 $473 million in assets. The fund runs a portfolio of 182 positions.
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