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BCGM Wealth Management

Latest statistics and disclosures from BCGM Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, IVV, JAVA, QQQ, DYNF, and represent 19.26% of BCGM Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CORO (+$10M), GOVT (+$5.8M), BLCR, IDEF, ITOT, SGOV, MBLY, PZA, UHAL.B, FMB.
Started 10 new stock positions in SRE, IBRX, XLE, SGOV, IDEF, PZA, ICOW, CORO, TFI, BLCR.
Reduced shares in these 10 stocks: MGC (-$8.6M), IEMG, IAU, ITA, BINC, DYNF, SPHQ, SBSW, HIMU, IVV.
Sold out of its positions in ELV, APP, ARCC, HIMU, SPHQ, TXUE, VUG.
BCGM Wealth Management was a net buyer of stock by $12M.
BCGM Wealth Management has $398M in assets under management (AUM), dropping by 1.59%.
Central Index Key (CIK): 0001830467

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Portfolio Holdings for BCGM Wealth Management

BCGM Wealth Management holds 178 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	4.5	$18M	+11%	126k	142.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.4	$18M		27k	653.21	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	3.8	$15M		209k	71.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.4	$14M		24k	577.18	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.2	$13M	-6%	218k	58.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.0	$12M	+2%	28k	426.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.6	$10M		54k	191.81	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	2.5	$10M	NEW	313k	32.15	View chart
Exxon Mobil Corporation (XOM)	2.0	$8.1M	+4%	48k	169.66	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.0	$7.8M	+2%	88k	88.46	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$7.7M	-35%	110k	69.75	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.8	$7.0M	+13%	138k	50.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$6.5M		11k	597.56	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.6	$6.3M	+2%	26k	239.99	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.6	$6.2M		62k	100.72	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.6	$6.2M	+1631%	270k	22.91	View chart
Diamond Hill Invt Group Com New (DHIL)	1.5	$5.8M		34k	172.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	1.4	$5.6M		123k	46.13	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	1.4	$5.5M	+6%	108k	50.55	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.4	$5.4M	+3%	150k	36.22	View chart
Sibanye Stillwater Sponsored Adr (SBSW)	1.3	$5.3M	-12%	429k	12.32	View chart
Northrop Grumman Corporation (NOC)	1.3	$5.0M		7.4k	682.22	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.2	$5.0M	+4%	103k	48.05	View chart
Apple (AAPL)	1.2	$4.9M		19k	253.79	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	1.2	$4.7M	NEW	116k	41.06	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$4.6M	+13%	92k	49.89	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	1.1	$4.5M		124k	36.48	View chart
Eli Lilly & Co. (LLY)	1.1	$4.5M		4.9k	919.72	View chart
Philip Morris International (PM)	1.1	$4.5M	+3%	27k	165.34	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$4.5M	-2%	42k	106.15	View chart
Huntington Ingalls Inds (HII)	1.1	$4.2M	+5%	11k	379.90	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	1.0	$4.2M	NEW	128k	32.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$4.1M	-5%	64k	64.08	View chart
Cabot Oil & Gas Corporation (CTRA)	1.0	$3.9M	+6%	110k	35.14	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	1.0	$3.8M	+8%	88k	43.59	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.0	$3.8M		74k	50.98	View chart
Bondbloxx Etf Trust Ir M Tax Aware (TXXI)	1.0	$3.8M	+11%	76k	50.17	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.9	$3.7M	-34%	72k	51.93	View chart
Lovesac Company (LOVE)	0.9	$3.7M	+4%	251k	14.77	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$3.6M	-3%	13k	287.19	View chart
U Haul Holding Company Com Ser N (UHAL.B)	0.9	$3.6M	+30%	81k	44.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$3.4M	+3%	7.1k	479.20	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.8	$3.2M	-2%	68k	47.08	View chart
JPMorgan Chase & Co. (JPM)	0.8	$3.2M	-7%	11k	294.16	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$3.1M	+9%	118k	26.61	View chart
NVIDIA Corporation (NVDA)	0.8	$3.1M		18k	174.40	View chart
Farmland Partners (FPI)	0.8	$3.0M	+5%	269k	11.23	View chart
Verizon Communications (VZ)	0.7	$3.0M	+4%	59k	50.20	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.7	$2.6M	+6%	54k	48.46	View chart
Mobileye Global Common Class A (MBLY)	0.6	$2.5M	+56%	369k	6.87	View chart
Spdr Series Trust State Street Spd (SPSM)	0.6	$2.5M		52k	48.32	View chart
Walt Disney Company (DIS)	0.6	$2.5M	+4%	26k	96.38	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$2.4M	-61%	27k	88.16	View chart
Boston Beer Cl A (SAM)	0.6	$2.3M	+3%	9.9k	230.40	View chart
Kroger (KR)	0.6	$2.2M		30k	72.36	View chart
CVS Caremark Corporation (CVS)	0.5	$2.1M	+4%	30k	71.82	View chart
Simon Property (SPG)	0.5	$2.1M	+5%	11k	186.52	View chart
UnitedHealth (UNH)	0.5	$2.0M	+10%	7.5k	270.58	View chart
Gilead Sciences (GILD)	0.5	$1.9M	+16%	14k	139.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$1.8M		60k	30.68	View chart
Howmet Aerospace (HWM)	0.5	$1.8M	-3%	7.8k	230.45	View chart
First Solar (FSLR)	0.4	$1.7M	+3%	8.5k	197.26	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$1.7M	NEW	17k	100.66	View chart
Gentex Corporation (GNTX)	0.4	$1.6M	+6%	72k	21.85	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.4	$1.6M		31k	50.62	View chart
First Tr Exch Traded Fd Iii Merger Arbitra (MARB)	0.4	$1.5M	+8%	75k	20.70	View chart
Pfizer (PFE)	0.4	$1.5M	+10%	54k	28.08	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$1.4M	-8%	16k	92.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.4	$1.4M		34k	43.06	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$1.4M	-2%	46k	30.50	View chart
Check Point Software Tech Lt Ord (CHKP)	0.3	$1.4M	+5%	9.5k	142.85	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$1.3M		5.3k	248.82	View chart
Aim Etf Products Trust Allianzim Us Equ (MAYW)	0.3	$1.3M		38k	33.79	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.3	$1.3M		32k	39.94	View chart
Amazon (AMZN)	0.3	$1.3M	-6%	6.1k	208.27	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$1.3M		30k	42.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.3M	+9%	17k	73.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.2M		4.3k	287.55	View chart
Diageo Spon Adr New (DEO)	0.3	$1.2M	+9%	16k	74.45	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.3	$1.1M		22k	50.45	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.3	$1.1M		21k	49.69	View chart
Calamos Etf Tr S P 500 Structur (CPSM)	0.3	$1.0M		36k	28.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$994k	-9%	18k	56.68	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$959k		19k	49.99	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.2	$937k		23k	41.72	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$880k	NEW	38k	22.98	View chart
First Merchants Corporation (FRME)	0.2	$879k		23k	38.73	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$805k	+3%	1.2k	650.34	View chart
Aim Etf Products Trust Allianzim Us Eqt (SEPW)	0.2	$790k		25k	31.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$790k		20k	40.10	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$779k		14k	56.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$774k	-6%	2.4k	320.76	View chart
Meta Platforms Cl A (META)	0.2	$772k	-2%	1.4k	572.13	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.2	$719k	+11%	8.1k	89.00	View chart
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	0.2	$717k		21k	33.64	View chart
Dominion Resources (D)	0.2	$707k	-2%	11k	61.82	View chart
Duke Energy Corp Com New (DUK)	0.2	$702k		5.4k	130.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.2	$676k		18k	38.63	View chart
Merchants Bancorp Ind (MBIN)	0.2	$664k		16k	42.91	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$657k	-4%	6.5k	101.79	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$647k	+5%	9.0k	71.61	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$647k		927.00	697.68	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.2	$632k		4.0k	159.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$630k	+5%	5.6k	113.12	View chart
Broadcom (AVGO)	0.1	$590k		1.9k	309.51	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$586k	+15%	1.8k	318.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$586k		14k	43.11	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$534k		8.5k	62.56	View chart
Chevron Corporation (CVX)	0.1	$522k	-2%	2.5k	206.87	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.1	$521k	+73%	19k	27.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$518k		10k	51.78	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$516k		5.7k	90.53	View chart
Microsoft Corporation (MSFT)	0.1	$481k	-7%	1.3k	370.04	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$481k		10k	48.08	View chart
Palantir Technologies Cl A (PLTR)	0.1	$459k	-13%	3.1k	146.28	View chart
American Electric Power Company (AEP)	0.1	$426k		3.2k	131.08	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$420k	+3%	4.8k	88.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$417k		10k	41.83	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$417k		6.5k	63.91	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$408k		3.8k	106.50	View chart
Procter & Gamble Company (PG)	0.1	$398k		2.8k	144.43	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$394k	-22%	8.3k	47.30	View chart
Costco Wholesale Corporation (COST)	0.1	$386k		388.00	995.85	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.1	$386k		8.3k	46.44	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$385k	-8%	7.3k	52.54	View chart
Vanguard World Health Car Etf (VHT)	0.1	$375k		1.4k	272.31	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.1	$374k		9.7k	38.47	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$369k		6.9k	53.33	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.1	$367k		13k	28.16	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$358k	-9%	7.1k	50.61	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$351k		1.6k	213.63	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)	0.1	$349k		12k	29.72	View chart
McDonald's Corporation (MCD)	0.1	$347k		1.1k	310.75	View chart
Aim Etf Products Trust Allianzim Us Eqt (MARW)	0.1	$345k		10k	34.09	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$344k		2.7k	128.12	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$342k		2.4k	142.18	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$341k	-96%	1.4k	236.40	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$339k	+2%	1.4k	248.09	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$332k		2.3k	145.71	View chart
Nextera Energy (NEE)	0.1	$331k	+3%	3.6k	92.87	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$329k	+2%	4.3k	76.54	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$328k	+5%	4.9k	67.54	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$326k		8.2k	39.80	View chart
Coca-Cola Company (KO)	0.1	$321k		4.2k	76.05	View chart
Johnson & Johnson (JNJ)	0.1	$317k		1.3k	244.35	View chart
At&t (T)	0.1	$317k	+3%	11k	28.99	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$309k		3.4k	91.37	View chart
Tesla Motors (TSLA)	0.1	$305k		821.00	371.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$298k		7.1k	41.91	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$297k		5.9k	50.34	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$292k	-3%	7.3k	39.81	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBDE)	0.1	$287k	-2%	9.9k	29.01	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$286k		7.9k	36.28	View chart
Pepsi (PEP)	0.1	$284k		1.8k	155.25	View chart
Hershey Company (HSY)	0.1	$283k		1.4k	207.94	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$279k	NEW	6.2k	45.34	View chart
Air Lease Corp Cl A	0.1	$271k	-47%	4.2k	64.94	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$263k	-50%	3.0k	86.69	View chart
Nike CL B (NKE)	0.1	$263k	+6%	5.0k	52.82	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$261k		2.8k	94.58	View chart
McKesson Corporation (MCK)	0.1	$260k		300.00	865.36	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTU)	0.1	$255k		9.2k	27.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$252k		6.6k	38.11	View chart
Wal-Mart Stores (WMT)	0.1	$252k		2.0k	124.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$250k	+4%	2.0k	124.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$245k		5.8k	42.50	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$244k		7.6k	32.03	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$242k	-15%	2.4k	99.96	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$222k	-92%	1.0k	218.77	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$220k		1.8k	125.04	View chart
Sempra Energy (SRE)	0.1	$218k	NEW	2.2k	97.15	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$213k	NEW	5.0k	42.44	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.1	$212k		5.5k	38.81	View chart
Uber Technologies (UBER)	0.1	$210k		2.9k	71.93	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$208k	NEW	3.4k	61.27	View chart
Amgen (AMGN)	0.1	$206k	-5%	587.00	351.63	View chart
Immunitybio (IBRX)	0.0	$131k	NEW	17k	7.67	View chart
Blink Charging (BLNK)	0.0	$5.7k		10k	0.57	View chart

Past Filings by BCGM Wealth Management

SEC 13F filings are viewable for BCGM Wealth Management going back to 2020

BCGM Wealth Management 2026 Q1 filed May 5, 2026
BCGM Wealth Management 2025 Q4 filed Jan. 7, 2026
BCGM Wealth Management 2025 Q3 filed Nov. 12, 2025
BCGM Wealth Management 2025 Q2 filed Aug. 5, 2025
BCGM Wealth Management 2025 Q1 filed May 8, 2025
BCGM Wealth Management 2024 Q4 filed Feb. 4, 2025
BCGM Wealth Management 2024 Q3 filed Nov. 6, 2024
BCGM Wealth Management 2024 Q2 filed July 30, 2024
BCGM Wealth Management 2024 Q1 filed May 7, 2024
BCGM Wealth Management 2023 Q4 filed Feb. 8, 2024
BCGM Wealth Management 2023 Q3 filed Nov. 8, 2023
BCGM Wealth Management 2023 Q2 filed Aug. 7, 2023
BCGM Wealth Management 2023 Q1 filed May 2, 2023
BCGM Wealth Management 2022 Q4 filed Feb. 7, 2023
BCGM Wealth Management 2022 Q3 filed Nov. 3, 2022
BCGM Wealth Management 2022 Q2 filed Aug. 1, 2022

View all past filings

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