What does BCGM Wealth Management, LLC hold?

BCGM Wealth Management, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1830467.

What is BCGM Wealth Management, LLC's AUM?

BCGM Wealth Management, LLC reported approximately $473.0M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $541.5M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source BCGM Wealth Management, LLC's holdings?

All BCGM Wealth Management, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1830467. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is BCGM Wealth Management, LLC's 13F data updated on 13F Pro?

BCGM Wealth Management, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

BCGM Wealth Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1830467

Institutional-grade research for retail investors

Sector Allocation

Other73.8%$348.9M
Technology5.6%$26.3M
Healthcare4.5%$21.4M
Financials2.9%$13.5M
Consumer Staples2.7%$12.7M
Consumer Discretionary2.5%$11.7M
Energy2.4%$11.5M
Industrials2.4%$11.1M
Materials1.2%$5.8M
Real Estate1.1%$5.0M

AUM History

13fpro.ai/research/fund/bcgm-wealth-management-llc-1830467

Conviction and streaks

Concentrating · top 10 = 36.8%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold7.6% weight · held 10 quarters

$Conviction hold4.2% weight · held 10 quarters

$QQQConviction hold3.6% weight · held 10 quarters

$Conviction hold3.2% weight · held 10 quarters

$Accumulating+632% shares · 9 quarters running

$Accumulating+48% shares · 9 quarters running

$NOCAccumulating+28% shares · 9 quarters running

$MBLYAccumulating+670% shares · 9 quarters running

$VZAccumulating+45% shares · 9 quarters running

$Trimming-27% shares · 9 quarters running

$Trimming-7% shares · 6 quarters running

$Trimming-97% shares · 6 quarters running

$QQQTrimming-9% shares · 4 quarters running

$Trimming-76% shares · 4 quarters running

Largest positions — Q2 2026

ISHARES
$36.2M
VANGUARD
$25.4M
ISHARES
$19.7M
QQQ
$17.1M
BLACKROCK
$15.3M
ISHARES
$14.9M
J
$13.9M
BLACKROCK
$12.3M
LLY
$10.7M
VANGUARD
$8.5M
FIRST
$7.6M
VANGUARD
$7.5M
ISHARES
$7.2M
ISHARES
$6.9M
XOM.R34088
$6.8M
PIMCO
$6.6M
INNOVATOR
$6.0M
ISHARES
$5.9M
ISHARES
$5.8M
BONDBLOXX
$5.7M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/bcgm-wealth-management-llc-1830467

BCGM Wealth Management, LLC 13F holdings — Q2 2026

$473.0M portfolio (+18.8% QoQ) · 182 holdings · Q2 2026 13F · top 10 are 37% of the stock portfolio

1
ISHARES TR - CORE S&P TTL STK
$36.2M
7.6% of stocks
+75%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD MALVERN FDS - CORE BD ETF
$25.4M
5.4% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
3
ISHARES TR - CORE S&P500 ETF
$19.7M
4.2% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
INVESCO QQQ TRUST, SERIES 1
$QQQ
$17.1M
3.6% of stocks
-2%This quarter-1.6%Since filed3+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
5
BLACKROCK ETF TRUST - ISHARES US EQUIT
$15.3M
3.2% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - RUS 1000 GRW ETF
$14.9M
3.2% of stocks
+325%This quarter—Since filed—Held
AIQuality—Est. buy—
7
J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF
$13.9M
2.9% of stocks
-16%This quarter—Since filed—Held
AIQuality—Est. buy—
8
BLACKROCK ETF TRUST - ISHA IN CTRY ETF
$12.3M
2.6% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
9
ELI LILLY & Co
$LLY
$10.7M
2.3% of stocks
+82%This quarter+14.7%Since filed3+ qtrsHeld
AIQuality85.7#4Est. buyEstimated buy price is Pro: unlock with a free trial
10
VANGUARD WHITEHALL FDS - INTL DVD ETF
$8.5M
1.8% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
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	—	New this quarter	—	—
3	ISHARES TR - CORE S&P500 ETF	$19.7M	4.2%	-2%	—	—	—	—
4	INVESCO QQQ TRUST, SERIES 1$QQQ	$17.1M	3.6%	-2%	-1.6%	3+ qtrsTrimmed 2 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
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	$12.3M	2.6%	+8%	—	—	—	—
9	ELI LILLY & Co$LLY	$10.7M	2.3%	+82%	+14.7%	3+ qtrs	85.7#4	Estimated buy price is Pro: unlock with a free trial
10	VANGUARD WHITEHALL FDS - INTL DVD ETF	$8.5M	1.8%	+3%	—	—	—	—

All holdings — BCGM Wealth Management, LLC (Q2 2026)

Sort

182 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	FIRST TR EXCH TRADED FD III - MANAGD MUN ETFetf/fund	—	$7.6M	1.6%	148K	+7%	—	—	13F
12	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$7.5M	1.6%	11K	-0.0%	—	—	13F
13	—	ISHARES TR - US TREAS BD ETFetf/fund	—	$7.2M	1.5%	315K	+17%	—	—	13F
14	—	ISHARES TR - MSCI USA MMENTMetf/fund	—	$6.9M	1.5%	20K	-23%	—	—	13F
15	$XOM.R34088	EXXON MOBIL CORP	Energy	$6.8M	1.4%	50K	+5%	3+ qtrsAdded 2 qtrs in a row	57.8	13F
16	—	PIMCO ETF TR - MULTISECTOR BDetf/fund	—	$6.6M	1.4%	249K	New	—	—	13F
17	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$6.0M	1.3%	121K	-0.9%	—	—	13F
18	—	ISHARES INC - CORE MSCI EMKTetf/fund	—	$5.9M	1.2%	71K	-36%	—	—	13F
19	—	ISHARES TR - 10-20 YR TRS ETFetf/fund	—	$5.8M	1.2%	57K	-7%	—	—	13F
20	—	BONDBLOXX ETF TRUST - IR M TAXAWAREetf/fund	—	$5.7M	1.2%	113K	+4%	—	—	13F
21	$PM	Philip Morris International Inc.	Consumer Staples	$5.7M	1.2%	31K	+15%	3+ qtrsAdded 2 qtrs in a row	75.4	13F
22	—	ISHARES TR - MSCI USA QLT FCTetf/fund	—	$5.6M	1.2%	25K	-53%	—	—	13F
23	—	BLACKROCK ETF TRUST - ISHA US THEM ETFetf/fund	—	$5.0M	1.1%	117K	-22%	—	—	13F
24	—	ISHARES TR - 0-3 MTH TREASURYetf/fund	—	$5.0M	1.1%	50K	+203%	—	—	13F
25	—	BLACKROCK ETF TRUST - ISHA LA CORE ETFetf/fund	—	$5.0M	1.1%	99K	-14%	—	—	13F
26	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	—	$5.0M	1.1%	103K	-0.3%
27	$UHAL	U-Haul Holding Co /NV/	Consumer Discretionary	$4.9M	1.1%	86K	+6%
28	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$4.9M	1.0%	96K	+5%
29	—	AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF	—	$4.8M	1.0%	124K	—
30	—	BLACKROCK ETF TRUST - ISHARES DEFENSE	—	$4.7M	1.0%	148K	+16%
31	—	ISHARES TR - NATIONAL MUN ETF	—	$4.4M	0.9%	41K	-2%
32	$LOVE	Lovesac Co	Consumer Discretionary	$4.4M	0.9%	263K	+5%
33	$LPX	LOUISIANA-PACIFIC CORP	Industrials	$4.1M	0.9%	52K	New
34	—	FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD	—	$4.0M	0.9%	93K	+5%
35	$NOC	NORTHROP GRUMMAN CORP /DE/	Technology	$3.9M	0.8%	7,750	+5%
36	—	BONDBLOXX ETF TRUST - IR M TAX AWARE	—	$3.9M	0.8%	77K	+2%
37	—	J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF	—	$3.9M	0.8%	83K	+23%
38	$AAPL	Apple Inc.	Technology	$3.9M	0.8%	13K	-30%
39	$MBLY	Mobileye Global Inc.	Technology	$3.9M	0.8%	399K	+8%
40	—	BLACKROCK ETF TRUST II - ISHA FLEX IN ETF	—	$3.8M	0.8%	73K	+2%
41	—	VANGUARD INDEX FDS - MID CAP ETF	—	$3.7M	0.8%	46K	+262%
42	$SBSW	Sibanye Stillwater Ltd	Materials	$3.7M	0.8%	435K	+2%
43	$JPM	JPMORGAN CHASE & CO	Financials	$3.6M	0.8%	11K	+3%
44	$NVDA	NVIDIA CORP	Technology	$3.6M	0.8%	18K	+0.5%
45	$GNTX	GENTEX CORP	Industrials	$3.6M	0.8%	141K	+96%
46	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$3.5M	0.7%	49K	-24%
47	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$3.3M	0.7%	8,027	+6%
48	—	SCHWAB STRATEGIC TR - US TIPS ETF	—	$3.3M	0.7%	124K	+5%
49	$HII	HUNTINGTON INGALLS INDUSTRIES, INC.	Industrials	$3.2M	0.7%	11K	+3%
50	$CVS	CVS HEALTH Corp	Healthcare	$3.2M	0.7%	31K	+4%
51	$DVN	DEVON ENERGY CORP/DE	Energy	$3.0M	0.6%	72K	New
52	$FSLR	FIRST SOLAR, INC.	Technology	$2.9M	0.6%	12K	+46%
53	—	SPDR SERIES TRUST - ST STR SP600 SML	—	$2.9M	0.6%	50K	-4%
54	—	ISHARES TR - CORE 1 5 YR USD	—	$2.7M	0.6%	56K	+5%
55	$SPG	SIMON PROPERTY GROUP INC.	Real Estate	$2.7M	0.6%	12K	+5%
56	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$2.7M	0.6%	63K	+6%
57	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.7M	0.6%	5,297	-26%
58	$FDS	FACTSET RESEARCH SYSTEMS INC	Technology	$2.5M	0.5%	11K	New
59	$FPI	Farmland Partners Inc.	Real Estate	$2.4M	0.5%	246K	-9%
60	$IAU	ISHARES GOLD TRUST	Financials	$2.3M	0.5%	30K	+11%
61	$HWM	Howmet Aerospace Inc.	Materials	$2.1M	0.4%	7,776	-0.0%
62	$GILD	GILEAD SCIENCES, INC.	Healthcare	$1.8M	0.4%	15K	+6%
63	$IVZ	Invesco Ltd.	Financials	$1.8M	0.4%	77K	+102%
64	$SAM	BOSTON BEER CO INC	Consumer Staples	$1.8M	0.4%	10K	+3%
65	$KR	KROGER CO	Consumer Staples	$1.8M	0.4%	32K	+5%
66	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$1.8M	0.4%	55K	-8%
67	—	SPDR SERIES TRUST - ST STR NUVEE ETF	—	$1.6M	0.3%	35K	+474%
68	$GOOGL	Alphabet Inc.	Technology	$1.6M	0.3%	4,463	+4%
69	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$1.6M	0.3%	45K	-3%
70	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.6M	0.3%	6,522	+7%
71	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$1.5M	0.3%	33K	—
72	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL	—	$1.5M	0.3%	30K	-60%
73	—	ISHARES TR - MSCI USA MIN ETF	—	$1.4M	0.3%	15K	-7%
74	$PFE	PFIZER INC	Healthcare	$1.4M	0.3%	57K	+5%
75	—	INNOVATOR ETFS TRUST - US EQTY PWR BF	—	$1.4M	0.3%	30K	—
76	—	AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF	—	$1.3M	0.3%	38K	—
77	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$1.3M	0.3%	32K	—
78	$CHKP	CHECK POINT SOFTWARE TECHNOLOGIES LTD	Technology	$1.3M	0.3%	9,993	+5%
79	$DEO	DIAGEO PLC	Consumer Staples	$1.3M	0.3%	16K	+4%
80	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$1.3M	0.3%	17K	-0.9%
81	—	ISHARES TR - ULTRA SHORT DUR	—	$1.2M	0.3%	24K	-24%
82	$RIG	Transocean Ltd.	Energy	$1.2M	0.3%	244K	New
83	—	ISHARES TR - RUS TP200 GR ETF	—	$1.2M	0.3%	4,101	-22%
84	—	ISHARES TR - S&P 500 GRWT ETF	—	$1.2M	0.3%	8,572	+54%
85	—	INNOVATOR ETFS TRUST - US EQTY BUFR JUL	—	$1.2M	0.3%	21K	—
86	—	CALAMOS ETF TR - S P 500 STRUCTUR	—	$1.0M	0.2%	36K	—
87	—	VANGUARD MALVERN FDS - STRM INFPROIDX	—	$1.0M	0.2%	21K	New
88	—	INNOVATOR ETFS TRUST - US SML CP PWR B	—	$1.0M	0.2%	22K	—
89	—	PIMCO ETF TR - SHTRM MUN BD ACT	—	$1.0M	0.2%	20K	-9%
90	$FRME	FIRST MERCHANTS CORP	Financials	$989K	0.2%	23K	-0.2%
91	$SPY	SPDR S&P 500 ETF TRUST	—	$927K	0.2%	1,242	+0.3%
92	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$894K	0.2%	2,415	+0.0%
93	—	VANGUARD WORLD FD - INF TECH ETF	—	$858K	0.2%	7,176	+674%
94	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$848K	0.2%	20K	—
95	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	—	$836K	0.2%	25K	—
96	—	SPDR SERIES TRUST - ST STR P500VAL	—	$813K	0.2%	13K	-3%
97	$D	DOMINION ENERGY, INC	Utilities	$806K	0.2%	12K	+3%
98	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$784K	0.2%	14K	-21%
99	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQ	—	$777K	0.2%	21K	—
100	$AVGO	Broadcom Inc.	Technology	$773K	0.2%	2,045	+7%
101	—	ISHARES TR - SYSTEMATIC BD ET	—	$751K	0.2%	8,462	+5%
102	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	—	$727K	0.1%	18K	—
103	$DUK	Duke Energy CORP	Utilities	$712K	0.1%	5,624	+5%
104	—	ISHARES TR - MSCI USA SZE FT	—	$707K	0.1%	3,964	—
105	—	ISHARES TR - S&P 100 ETF	—	$660K	0.1%	1,803	-2%
106	—	PACER FDS TR - US CASH COWS 100	—	$616K	0.1%	9,899	+16%
107	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US B	—	$611K	0.1%	20K	+5%
108	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$597K	0.1%	13K	-5%
109	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$565K	0.1%	10K	—
110	$META	Meta Platforms, Inc.	Technology	$555K	0.1%	985	-27%
111	—	J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF	—	$538K	0.1%	11K	-45%
112	—	INNOVATOR ETFS TRUST - US EQTY BUF SEP	—	$527K	0.1%	10K	—
113	$SIVR	abrdn Silver ETF Trust	Financials	$507K	0.1%	9,023	-0.1%
114	$MBIN	Merchants Bancorp	Financials	$505K	0.1%	10K	-35%
115	$TSLA	Tesla, Inc.	Consumer Discretionary	$493K	0.1%	1,172	+43%
116	—	ISHARES TR - MSCI USA VALUE	—	$482K	0.1%	2,413	+0.2%
117	—	ISHARES TR - CORE 80 20 ETF	—	$472K	0.1%	4,840	+2%
118	$AEP	AMERICAN ELECTRIC POWER CO INC	Utilities	$463K	0.1%	3,387	+4%
119	$CVX	CHEVRON CORP	Energy	$443K	0.1%	2,673	+6%
120	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$431K	0.1%	9,979	—
121	—	J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF	—	$430K	0.1%	6,363	-3%
122	—	TIMOTHY PLAN - US LRGMD CP CORE	—	$418K	0.1%	8,300	—
123	—	J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE	—	$412K	0.1%	8,748	+5%
124	—	VANGUARD WORLD FD - HEALTH CAR ETF	—	$412K	0.1%	1,377	—
125	—	ISHARES TR - RUSSELL 2000 ETF	—	$411K	0.1%	1,369	+0.1%
126	—	ISHARES TR - CORE MSCI EAFE	—	$411K	0.1%	4,258	-25%
127	—	INNOVATOR ETFS TRUST - US EQTY BUFR JAN	—	$408K	0.1%	6,925	—
128	$PG	PROCTER & GAMBLE Co	Consumer Staples	$404K	0.1%	2,754	+0.1%
129	—	ISHARES TR - RUS 1000 VAL ETF	—	$399K	0.1%	1,645	+0.1%
130	—	AIM ETF PRODUCTS TRUST - ALLIA US OCT ETF	—	$397K	0.1%	9,715	—
131	—	ISHARES TR - RUS MD CP GR ETF	—	$393K	0.1%	2,684	—
132	—	ISHARES TR - SHRT NAT MUN ETF	—	$392K	0.1%	3,686	-4%
133	—	SPDR SERIES TRUST - ST STR P500ETF	—	$388K	0.1%	4,414	+3%
134	—	ISHARES TR - LARG CAP JUN ETF	—	$380K	0.1%	13K	—
135	—	VANGUARD WORLD FD - MEGA CAP INDEX	—	$379K	0.1%	1,386	-4%
136	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$376K	0.1%	402	+4%
137	—	ISHARES TR - RUS MDCP VAL ETF	—	$375K	0.1%	2,281	—
138	$PLTR	Palantir Technologies Inc.	Technology	$374K	0.1%	3,202	+2%
139	—	PGIM ROCK ETF TR - S&P 500 BUFFER	—	$367K	0.1%	12K	—
140	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	—	$365K	0.1%	10K	—
141	—	ISHARES TR - CORE S&P MCP ETF	—	$359K	0.1%	4,657	-4%
142	$KO	COCA COLA CO	Consumer Staples	$357K	0.1%	4,393	+4%
143	$GLD	SPDR GOLD TRUST	Financials	$353K	0.1%	958	New
144	—	ISHARES TR - GLOBAL TECH ETF	—	$349K	0.1%	2,418	—
145	$JNJ	JOHNSON & JOHNSON	Healthcare	$346K	0.1%	1,364	+5%
146	—	INNOVATOR ETFS TRUST - US EQT PWR BUF	—	$346K	0.1%	8,191	—
147	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$320K	0.1%	7,107	—
148	—	ISHARES TR - US AER DEF ETF	—	$320K	0.1%	1,318	+30%
149	$MCD	MCDONALDS CORP	Consumer Discretionary	$308K	0.1%	1,139	+2%
150	—	PGIM ROCK ETF TR - S&P 500 BUFFER	—	$306K	0.1%	9,903	—

What changed in Q2 2026

Against the previous quarter's 13F: 15 new, 80 added to, 50 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.

New positions (15)

VANGUARD MALVERN FDS - CORE BD ETF$25.4M
first bought this quarter
PIMCO ETF TR - MULTISECTOR BD$6.6M
first bought this quarter
$LPXLOUISIANA-PACIFIC CORP$4.1M
first bought this quarter
$DVNDEVON ENERGY CORP/DE$3.0M
first bought this quarter
$FDSFACTSET RESEARCH SYSTEMS INC$2.5M
first bought this quarter
$RIGTransocean Ltd.$1.2M
first bought this quarter

+9 more in the Excel export

Added to (80)

ISHARES TR - CORE S&P TTL STK+75%
now $36.2M
ISHARES TR - RUS 1000 GRW ETF+325%
now $14.9M
$LLYELI LILLY & Co+82%
now $10.7M · held 3+ qtrs
ISHARES TR - 0-3 MTH TREASURY+203%
now $5.0M
VANGUARD INDEX FDS - MID CAP ETF+262%
now $3.7M
$GNTXGENTEX CORP+96%
now $3.6M · held 3+ qtrs, 2 adds in a row

+74 more in the Excel export

Trimmed (50)

ISHARES TR - MSCI USA QLT FCT-53%
now $5.6M
ISHARES INC - CORE MSCI EMKT-36%
now $5.9M
J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF-16%
now $13.9M
J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL-60%
now $1.5M
ISHARES TR - MSCI USA MMENTM-23%
now $6.9M
$AAPLApple Inc.-30%
now $3.9M · held 3+ qtrs

+44 more in the Excel export

Sold out (13)

$DHILDIAMOND HILL INVESTMENT GROUP INCwas $5.8M
held 9+ qtrs
$CTRACoterra Energy Inc.was $3.9M
held 9+ qtrs
$DISWalt Disney Cowas $2.5M
held 9+ qtrs
FIRST TR EXCH TRADED FD IIIwas $1.5M
ISHARES TRwas $657K
J P MORGAN EXCHANGE TRADED Fwas $358K

+7 more in the Excel export

Firm AUM (Form ADV): $541.5M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F BCGM Wealth Management, LLC has filed, 22 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of BCGM Wealth Management's top 20 holdings: 65/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

-1.3%

Value-weighted move of the 10 largest stock positions

Turnover

10%

Last quarter

Top 10 weight

37%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

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.

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AI-Powered Hedge Fund Analysis: BCGM Wealth Management, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For BCGM Wealth Management, LLC (SEC CIK: 1830467), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in BCGM Wealth Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.