BCGM Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1830467
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13F Reported Value
ⓘ$473.0M
Holdings
182
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BCGM Wealth Management, LLC disclosed 182 positions worth $473.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 15 new positions and exited 13 and a full exit from $DHIL. The portfolio is most concentrated in Other (73.8% of disclosed assets). All figures are sourced directly from BCGM Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1830467.
AI Fund Analysis
ConcentratingISHARES TR - CORE S&P TTL
7.6% weight
Held 10 quarters
ISHARES TR - CORE S&P500 E
4.2% weight
Held 10 quarters
$QQQ3.6% weight
Held 10 quarters
BLACKROCK ETF TRUST - ISHA
3.2% weight
Held 10 quarters
ISHARES TR - RUS 1000 GRW
3.2% weight
Held 10 quarters
VANGUARD MUN BD FDS - TAX
9 quarters accumulating
FIRST TR EXCHNG TRADED FD
9 quarters accumulating
$NOC9 quarters accumulating
$MBLY9 quarters accumulating
$VZ9 quarters accumulating
Sector Allocation
OtherTechnologyHealthcareFinancialsConsumer StaplesConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P TTL STK
—Quality
$36.2M220,096 shVANGUARD MALVERN FDS - CORE BD ETF
—Quality
$25.4M329,425 shISHARES TR - CORE S&P500 ETF
—Quality
$19.7M26,331 sh- —
Quality
$17.1M23,222 sh BLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$15.3M224,827 shISHARES TR - RUS 1000 GRW ETF
—Quality
$14.9M120,216 shJ P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF
—Quality
$13.9M174,732 shBLACKROCK ETF TRUST - ISHA IN CTRY ETF
—Quality
$12.3M337,387 sh- 87.5
Quality
$10.7M8,946 sh VANGUARD WHITEHALL FDS - INTL DVD ETF
—Quality
$8.5M91,367 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P TTL STK | — | $36.2M | 220,096 |
| VANGUARD MALVERN FDS - CORE BD ETF | — | $25.4M | 329,425 |
| ISHARES TR - CORE S&P500 ETF | — | $19.7M | 26,331 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $17.1M | 23,222 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $15.3M | 224,827 |
| ISHARES TR - RUS 1000 GRW ETF | — | $14.9M | 120,216 |
| J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | — | $13.9M | 174,732 |
| BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $12.3M | 337,387 |
 ELI LILLY & Co$LLY | 87.5 | $10.7M | 8,946 |
| VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $8.5M | 91,367 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BCGM Wealth Management, LLC's 182 positions.
Showing top 10 of 182 holdings.
Sector Allocation
Other
$348.9M
Technology
$26.3M
Healthcare
$21.4M
Financials
$13.5M
Consumer Staples
$12.0M
Consumer Discretionary
$11.8M
Industrials
$11.6M
Energy
$11.5M
Top Holdings — BCGM Wealth Management, LLC (Q2 2026)
Top 150 of 182 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P TTL STK | $36.2M | 7.6% | +75% | — |
| 2 | — | VANGUARD MALVERN FDS - CORE BD ETF | $25.4M | 5.4% | NEW | — |
| 3 | — | ISHARES TR - CORE S&P500 ETF | $19.7M | 4.2% | -2% | — |
| 4 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $17.1M | 3.6% | -2% | — |
| 5 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $15.3M | 3.2% | +3% | — |
| 6 | — | ISHARES TR - RUS 1000 GRW ETF | $14.9M | 3.2% | +325% | — |
| 7 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $13.9M | 2.9% | -16% | — |
| 8 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $12.3M | 2.6% | +8% | — |
| 9 | $LLY | ELI LILLY & Co | $10.7M | 2.3% | +82% | 87.5 |
| 10 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $8.5M | 1.8% | +3% | — |
| 11 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETF | $7.6M | 1.6% | +7% | — |
| 12 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $7.5M | 1.6% | -0% | — |
| 13 | — | ISHARES TR - US TREAS BD ETF | $7.2M | 1.5% | +17% | — |
| 14 | — | ISHARES TR - MSCI USA MMENTM | $6.9M | 1.5% | -23% | — |
| 15 |  $XOM.R34088 | EXXON MOBIL CORP | $6.8M | 1.4% | +5% | 57.9 |
| 16 | — | PIMCO ETF TR - MULTISECTOR BD | $6.6M | 1.4% | NEW | — |
| 17 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $6.0M | 1.3% | -1% | — |
| 18 | — | ISHARES INC - CORE MSCI EMKT | $5.9M | 1.2% | -36% | — |
| 19 | — | ISHARES TR - 10-20 YR TRS ETF | $5.8M | 1.2% | -7% | — |
| 20 | — | BONDBLOXX ETF TRUST - IR M TAXAWARE | $5.7M | 1.2% | +4% | — |
| 21 |  $PM | Philip Morris International Inc. | $5.7M | 1.2% | +15% | 75.9 |
| 22 | — | ISHARES TR - MSCI USA QLT FCT | $5.6M | 1.2% | -53% | — |
| 23 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $5.0M | 1.1% | -22% | — |
| 24 | — | ISHARES TR - 0-3 MTH TREASURY | $5.0M | 1.1% | +203% | — |
| 25 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $5.0M | 1.1% | -14% | — |
| 26 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $5.0M | 1.1% | -0% | — |
| 27 |  $UHAL | U-Haul Holding Co /NV/ | $4.9M | 1.1% | +6% | 47.7 |
| 28 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $4.9M | 1.0% | +5% | — |
| 29 | — | AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF | $4.8M | 1.0% | +0% | — |
| 30 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $4.7M | 1.0% | +16% | — |
| 31 | — | ISHARES TR - NATIONAL MUN ETF | $4.4M | 0.9% | -2% | — |
| 32 |  $LOVE | Lovesac Co | $4.4M | 0.9% | +5% | 51 |
| 33 |  $LPX | LOUISIANA-PACIFIC CORP | $4.1M | 0.9% | NEW | 41.6 |
| 34 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | $4.0M | 0.9% | +5% | — |
| 35 | $NOC | NORTHROP GRUMMAN CORP /DE/ | $3.9M | 0.8% | +5% | 62.9 |
| 36 | — | BONDBLOXX ETF TRUST - IR M TAX AWARE | $3.9M | 0.8% | +2% | — |
| 37 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $3.9M | 0.8% | +23% | — |
| 38 |  $AAPL | Apple Inc. | $3.9M | 0.8% | -30% | 76.4 |
| 39 | $MBLY | Mobileye Global Inc. | $3.9M | 0.8% | +8% | 33.8 |
| 40 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $3.8M | 0.8% | +2% | — |
| 41 | — | VANGUARD INDEX FDS - MID CAP ETF | $3.7M | 0.8% | +262% | — |
| 42 |  $SBSW | Sibanye Stillwater Ltd | $3.7M | 0.8% | +2% | — |
| 43 |  $JPM | JPMORGAN CHASE & CO | $3.6M | 0.8% | +3% | 70.7 |
| 44 |  $NVDA | NVIDIA CORP | $3.6M | 0.8% | +0% | 85.9 |
| 45 |  $GNTX | GENTEX CORP | $3.6M | 0.8% | +96% | 64.7 |
| 46 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $3.5M | 0.7% | -24% | — |
| 47 |  $UNH | UNITEDHEALTH GROUP INC | $3.3M | 0.7% | +6% | 62.7 |
| 48 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $3.3M | 0.7% | +5% | — |
| 49 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $3.2M | 0.7% | +3% | 52.2 |
| 50 |  $CVS | CVS HEALTH Corp | $3.2M | 0.7% | +4% | 59.4 |
| 51 |  $DVN | DEVON ENERGY CORP/DE | $3.0M | 0.6% | NEW | 74.8 |
| 52 |  $FSLR | FIRST SOLAR, INC. | $2.9M | 0.6% | +46% | 79.2 |
| 53 | — | SPDR SERIES TRUST - ST STR SP600 SML | $2.9M | 0.6% | -4% | — |
| 54 | — | ISHARES TR - CORE 1 5 YR USD | $2.7M | 0.6% | +5% | — |
| 55 |  $SPG | SIMON PROPERTY GROUP INC. | $2.7M | 0.6% | +5% | 76.7 |
| 56 | $VZ | VERIZON COMMUNICATIONS INC | $2.7M | 0.6% | +6% | 65.8 |
| 57 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.7M | 0.6% | -26% | 73.8 |
| 58 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $2.5M | 0.5% | NEW | 66.4 |
| 59 |  $FPI | Farmland Partners Inc. | $2.4M | 0.5% | -9% | 43.3 |
| 60 |  $IAU | ISHARES GOLD TRUST | $2.3M | 0.5% | +11% | — |
| 61 |  $HWM | Howmet Aerospace Inc. | $2.1M | 0.4% | -0% | 73.9 |
| 62 |  $GILD | GILEAD SCIENCES, INC. | $1.8M | 0.4% | +6% | 57.4 |
| 63 |  $IVZ | Invesco Ltd. | $1.8M | 0.4% | +102% | — |
| 64 |  $SAM | BOSTON BEER CO INC | $1.8M | 0.4% | +3% | 44.4 |
| 65 |  $KR | KROGER CO | $1.8M | 0.4% | +5% | 52.6 |
| 66 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.8M | 0.4% | -8% | — |
| 67 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $1.6M | 0.3% | +474% | — |
| 68 |  $GOOG | Alphabet Inc. | $1.6M | 0.3% | +4% | 78.2 |
| 69 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $1.6M | 0.3% | -3% | — |
| 70 |  $AMZN | AMAZON COM INC | $1.6M | 0.3% | +7% | 68.7 |
| 71 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.5M | 0.3% | +0% | — |
| 72 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $1.5M | 0.3% | -60% | — |
| 73 | — | ISHARES TR - MSCI USA MIN ETF | $1.4M | 0.3% | -7% | — |
| 74 |  $PFE | PFIZER INC | $1.4M | 0.3% | +5% | 62 |
| 75 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | $1.4M | 0.3% | +0% | — |
| 76 | — | AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF | $1.3M | 0.3% | +0% | — |
| 77 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.3M | 0.3% | +0% | — |
| 78 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $1.3M | 0.3% | +5% | — |
| 79 |  $DEO | DIAGEO PLC | $1.3M | 0.3% | +4% | — |
| 80 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.3M | 0.3% | -1% | — |
| 81 | — | ISHARES TR - ULTRA SHORT DUR | $1.2M | 0.3% | -24% | — |
| 82 |  $RIG | Transocean Ltd. | $1.2M | 0.3% | NEW | — |
| 83 | — | ISHARES TR - RUS TP200 GR ETF | $1.2M | 0.3% | -22% | — |
| 84 | — | ISHARES TR - S&P 500 GRWT ETF | $1.2M | 0.3% | +54% | — |
| 85 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JUL | $1.2M | 0.3% | +0% | — |
| 86 | — | CALAMOS ETF TR - S P 500 STRUCTUR | $1.0M | 0.2% | +0% | — |
| 87 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $1.0M | 0.2% | NEW | — |
| 88 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $1.0M | 0.2% | +0% | — |
| 89 | — | PIMCO ETF TR - SHTRM MUN BD ACT | $1.0M | 0.2% | -9% | — |
| 90 |  $FRME | FIRST MERCHANTS CORP | $989,378 | 0.2% | -0% | 47.9 |
| 91 |  $SPY | SPDR S&P 500 ETF TRUST | $927,488 | 0.2% | +0% | — |
| 92 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $893,797 | 0.2% | +0% | — |
| 93 | — | VANGUARD WORLD FD - INF TECH ETF | $857,682 | 0.2% | +674% | — |
| 94 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $847,981 | 0.2% | +0% | — |
| 95 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $835,552 | 0.2% | +0% | — |
| 96 | — | SPDR SERIES TRUST - ST STR P500VAL | $812,578 | 0.2% | -3% | — |
| 97 |  $D | DOMINION ENERGY, INC | $805,915 | 0.2% | +3% | 69.9 |
| 98 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $783,531 | 0.2% | -21% | — |
| 99 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQ | $777,097 | 0.2% | +0% | — |
| 100 |  $AVGO | Broadcom Inc. | $772,500 | 0.2% | +7% | 84.5 |
| 101 | — | ISHARES TR - SYSTEMATIC BD ET | $750,717 | 0.2% | +5% | — |
| 102 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $727,238 | 0.1% | +0% | — |
| 103 |  $DUK | Duke Energy CORP | $711,850 | 0.1% | +5% | 56.4 |
| 104 | — | ISHARES TR - MSCI USA SZE FT | $706,728 | 0.1% | +0% | — |
| 105 | — | ISHARES TR - S&P 100 ETF | $659,841 | 0.1% | -2% | — |
| 106 | — | PACER FDS TR - US CASH COWS 100 | $615,748 | 0.1% | +16% | — |
| 107 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US B | $610,632 | 0.1% | +5% | — |
| 108 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $596,925 | 0.1% | -5% | — |
| 109 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $565,050 | 0.1% | +0% | — |
| 110 |  $META | Meta Platforms, Inc. | $554,841 | 0.1% | -27% | 79.6 |
| 111 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $538,181 | 0.1% | -45% | — |
| 112 | — | INNOVATOR ETFS TRUST - US EQTY BUF SEP | $527,300 | 0.1% | +0% | — |
| 113 |  $SIVR | abrdn Silver ETF Trust | $507,273 | 0.1% | -0% | — |
| 114 |  $MBIN | Merchants Bancorp | $504,866 | 0.1% | -35% | 55.3 |
| 115 |  $TSLA | Tesla, Inc. | $492,943 | 0.1% | +43% | 53.9 |
| 116 | — | ISHARES TR - MSCI USA VALUE | $482,240 | 0.1% | +0% | — |
| 117 | — | ISHARES TR - CORE 80 20 ETF | $472,391 | 0.1% | +2% | — |
| 118 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $463,375 | 0.1% | +4% | 66.8 |
| 119 |  $CVX | CHEVRON CORP | $443,120 | 0.1% | +6% | 62.8 |
| 120 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $431,392 | 0.1% | +0% | — |
| 121 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $429,978 | 0.1% | -3% | — |
| 122 | — | TIMOTHY PLAN - US LRGMD CP CORE | $417,905 | 0.1% | +0% | — |
| 123 | — | J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE | $412,402 | 0.1% | +5% | — |
| 124 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $411,704 | 0.1% | +0% | — |
| 125 | — | ISHARES TR - RUSSELL 2000 ETF | $411,234 | 0.1% | +0% | — |
| 126 | — | ISHARES TR - CORE MSCI EAFE | $411,203 | 0.1% | -25% | — |
| 127 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JAN | $407,675 | 0.1% | +0% | — |
| 128 |  $PG | PROCTER & GAMBLE Co | $403,906 | 0.1% | +0% | 64.6 |
| 129 | — | ISHARES TR - RUS 1000 VAL ETF | $398,750 | 0.1% | +0% | — |
| 130 | — | AIM ETF PRODUCTS TRUST - ALLIA US OCT ETF | $397,441 | 0.1% | +0% | — |
| 131 | — | ISHARES TR - RUS MD CP GR ETF | $392,964 | 0.1% | +0% | — |
| 132 | — | ISHARES TR - SHRT NAT MUN ETF | $392,458 | 0.1% | -4% | — |
| 133 | — | SPDR SERIES TRUST - ST STR P500ETF | $387,904 | 0.1% | +3% | — |
| 134 | — | ISHARES TR - LARG CAP JUN ETF | $379,989 | 0.1% | +0% | — |
| 135 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $379,353 | 0.1% | -4% | — |
| 136 |  $COST | COSTCO WHOLESALE CORP /NEW | $375,849 | 0.1% | +4% | 66.2 |
| 137 | — | ISHARES TR - RUS MDCP VAL ETF | $375,408 | 0.1% | +0% | — |
| 138 |  $PLTR | Palantir Technologies Inc. | $373,577 | 0.1% | +2% | 84.6 |
| 139 | — | PGIM ROCK ETF TR - S&P 500 BUFFER | $367,032 | 0.1% | +0% | — |
| 140 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $364,997 | 0.1% | +0% | — |
| 141 | — | ISHARES TR - CORE S&P MCP ETF | $359,086 | 0.1% | -4% | — |
| 142 |  $KO | COCA COLA CO | $357,027 | 0.1% | +4% | 69.5 |
| 143 |  $GLD | SPDR GOLD TRUST | $352,908 | 0.1% | NEW | — |
| 144 | — | ISHARES TR - GLOBAL TECH ETF | $349,315 | 0.1% | +0% | — |
| 145 |  $JNJ | JOHNSON & JOHNSON | $346,338 | 0.1% | +5% | 69 |
| 146 | — | INNOVATOR ETFS TRUST - US EQT PWR BUF | $345,660 | 0.1% | +0% | — |
| 147 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $319,984 | 0.1% | +0% | — |
| 148 | — | ISHARES TR - US AER DEF ETF | $319,532 | 0.1% | +30% | — |
| 149 |  $MCD | MCDONALDS CORP | $307,846 | 0.1% | +2% | 69 |
| 150 | — | PGIM ROCK ETF TR - S&P 500 BUFFER | $306,487 | 0.1% | +0% | — |
New Positions (15)
VANGUARD MALVERN FDS - CORE BD ETF$25.4M
PIMCO ETF TR - MULTISECTOR BD$6.6M
$LPX LOUISIANA-PACIFIC CORP$4.1M$DVN DEVON ENERGY CORP/DE$3.0M$FDS FACTSET RESEARCH SYSTEMS INC$2.5M$RIG Transocean Ltd.$1.2M VANGUARD MALVERN FDS - STRM INFPROIDX$1.0M
$GLD SPDR GOLD TRUST$352,908
$CAT CATERPILLAR INC$266,225
$V VISA INC.$250,456 VANGUARD INDEX FDS - GROWTH ETF$234,519
$ELV Elevance Health, Inc.$230,491
$MDY SPDR S&P MIDCAP 400 ETF TRUST$219,260
$SNPS SYNOPSYS INC$212,680 ISHARES TR - HDG MSCI EAFE$205,174
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