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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, QUAL, IWF, QQQ, and represent 24.73% of BCGM Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ITOT (+$5.6M), TLH, Bondbloxx Etf Trust, MGC, JAVA, IAU, PJAN, VTEB, TAXX, FNDB.
Started 9 new stock positions in SIVR, Bondbloxx Etf Trust, UBER, OEF, MGC, MCK, THRO, FNDB, Blackrock Etf Trust Ii.
Reduced shares in these 10 stocks: DIVI, TLT, EMXC, VIGI, JCPB, PAVE, MUB, JMST, PZA, PFEB.
Sold out of its positions in FFEB, PAVE, PZA, TJX, VB.
BCGM Wealth Management was a net buyer of stock by $15M.
BCGM Wealth Management has $325M in assets under management (AUM), dropping by 3.24%.
Central Index Key (CIK): 0001830467

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Portfolio Holdings for BCGM Wealth Management

BCGM Wealth Management holds 153 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	9.0	$29M	+23%	240k	122.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.8	$16M		28k	561.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.4	$14M	+3%	84k	170.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.3	$11M	+6%	30k	361.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$11M		23k	468.91	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.1	$10M	-8%	212k	47.04	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.8	$9.2M	+5%	188k	48.76	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	2.6	$8.6M	+42%	136k	63.54	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.1	$6.9M	-26%	83k	82.94	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.8	$5.9M	-3%	117k	50.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$5.6M	-3%	11k	513.89	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.6	$5.3M	+1078%	51k	103.75	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.6	$5.2M	+5%	100k	52.38	View chart
Exxon Mobil Corporation (XOM)	1.6	$5.1M	+2%	43k	118.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	1.5	$5.0M	+38%	121k	41.47	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.4	$4.5M	-9%	89k	50.85	View chart
JPMorgan Chase & Co. (JPM)	1.4	$4.5M	+2%	18k	245.30	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$4.5M	-12%	42k	105.44	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	1.4	$4.4M	+27%	87k	50.57	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.3	$4.2M	+3%	87k	48.35	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	1.3	$4.2M	+4%	126k	33.21	View chart
Philip Morris International (PM)	1.3	$4.1M	+2%	26k	158.73	View chart
Apple (AAPL)	1.3	$4.1M		19k	222.13	View chart
Eli Lilly & Co. (LLY)	1.2	$3.9M		4.7k	825.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$3.7M	-5%	15k	258.63	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.1	$3.5M	-55%	106k	32.59	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.1	$3.4M	+3%	17k	202.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$3.4M	+5%	6.4k	532.58	View chart
Northrop Grumman Corporation (NOC)	1.0	$3.4M		6.6k	512.00	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	1.0	$3.2M	+3%	74k	43.84	View chart
Mobileye Global Common Class A (MBLY)	0.9	$3.1M	+6%	214k	14.39	View chart
Sibanye Stillwater Sponsored Adr (SBSW)	0.9	$3.1M	+4%	667k	4.58	View chart
Cabot Oil & Gas Corporation (CTRA)	0.9	$3.0M		105k	28.90	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$3.0M	+118%	51k	58.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$3.0M	+51%	60k	49.62	View chart
Bondbloxx Etf Trust Ir M Tax Aware	0.9	$2.9M	NEW	58k	49.80	View chart
Diamond Hill Invt Group Com New (DHIL)	0.9	$2.8M		20k	142.84	View chart
Lovesac Company (LOVE)	0.8	$2.7M	+8%	148k	18.18	View chart
Vanguard World Mega Cap Index (MGC)	0.8	$2.6M	NEW	13k	201.38	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$2.6M	+3%	98k	26.89	View chart
Kroger (KR)	0.8	$2.6M	+2%	39k	67.69	View chart
Farmland Partners (FPI)	0.8	$2.6M	-10%	235k	11.15	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.8	$2.5M	-4%	62k	40.76	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$2.5M	+18%	46k	53.97	View chart
Air Lease Corp Cl A (AL)	0.7	$2.3M	+5%	49k	48.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$2.3M	-9%	83k	27.96	View chart
Walt Disney Company (DIS)	0.7	$2.3M	+6%	24k	98.70	View chart
Verizon Communications (VZ)	0.7	$2.3M	+5%	50k	45.36	View chart
UnitedHealth (UNH)	0.6	$2.1M	+3%	4.0k	523.80	View chart
NVIDIA Corporation (NVDA)	0.6	$2.1M	+6%	19k	108.38	View chart
Check Point Software Tech Lt Ord (CHKP)	0.6	$1.9M		8.4k	227.92	View chart
Huntington Ingalls Inds (HII)	0.6	$1.9M	+52%	9.1k	204.04	View chart
CVS Caremark Corporation (CVS)	0.6	$1.8M	+13%	27k	67.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$1.8M		19k	93.66	View chart
Simon Property (SPG)	0.5	$1.7M		10k	166.07	View chart
Ishares Tr Ultra Short-term (ICSH)	0.5	$1.5M	+7%	30k	50.70	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$1.4M	-64%	26k	55.09	View chart
Gentex Corporation (GNTX)	0.4	$1.4M	+5%	60k	23.30	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$1.4M		24k	57.14	View chart
Diageo Spon Adr New (DEO)	0.4	$1.4M	+5%	13k	104.79	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.4	$1.3M	-8%	27k	50.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.4	$1.3M		34k	38.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.4	$1.2M		35k	35.80	View chart
First Tr Exch Traded Fd Iii Merger Arbitra (MARB)	0.4	$1.2M	+4%	62k	19.97	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$1.2M	+6%	46k	26.58	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.4	$1.2M		32k	37.78	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$1.2M		5.6k	210.93	View chart
First Solar (FSLR)	0.4	$1.2M	+4%	9.4k	126.43	View chart
Aim Etf Products Trust Us Lagcp B20 May (MAYW)	0.4	$1.2M		38k	30.64	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.1M	+6%	15k	73.45	View chart
Air Products & Chemicals (APD)	0.3	$1.1M	+5%	3.6k	294.90	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.3	$1.1M	+10%	22k	47.21	View chart
Calamos Etf Tr S P 500 Structur (CPSM)	0.3	$958k		36k	26.88	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.3	$926k		22k	43.18	View chart
First Merchants Corporation (FRME)	0.3	$917k		23k	40.44	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$864k	-4%	13k	66.34	View chart
Unilever Spon Adr New (UL)	0.3	$858k	+9%	14k	59.55	View chart
Amazon (AMZN)	0.3	$851k		4.5k	190.26	View chart
Webster Financial Corporation (WBS)	0.3	$824k	+8%	16k	51.55	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.2	$813k	+140%	23k	35.74	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.2	$786k	NEW	34k	23.01	View chart
Meta Platforms Cl A (META)	0.2	$782k	+3%	1.4k	576.36	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$740k		15k	51.07	View chart
Tesla Motors (TSLA)	0.2	$707k	+3%	2.7k	259.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$705k	-33%	20k	35.82	View chart
Dominion Resources (D)	0.2	$685k	+12%	12k	56.07	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPW)	0.2	$665k		23k	28.55	View chart
Duke Energy Corp Com New (DUK)	0.2	$649k	-5%	5.3k	121.98	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$636k	-10%	12k	54.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$630k		1.1k	559.39	View chart
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)	0.2	$614k		21k	29.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.2	$601k		18k	34.33	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$589k	+53%	12k	50.00	View chart
McDonald's Corporation (MCD)	0.2	$579k		1.9k	312.34	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.2	$577k		4.0k	145.45	View chart
Merchants Bancorp Ind (MBIN)	0.2	$571k		15k	37.00	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$559k		6.7k	83.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$511k		1.9k	274.84	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$488k	-85%	5.4k	91.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$483k		12k	38.85	View chart
Procter & Gamble Company (PG)	0.1	$467k		2.7k	170.39	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$458k	-5%	4.3k	105.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$455k		10k	45.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$438k	-11%	5.8k	75.66	View chart
Blackrock Etf Trust Ii Ishares High Yie	0.1	$429k	NEW	8.7k	49.53	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$426k	NEW	1.6k	270.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$424k		2.7k	154.64	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$418k		10k	41.78	View chart
At&t (T)	0.1	$413k	-9%	15k	28.28	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$410k		8.3k	49.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$397k	+3%	4.3k	92.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$382k		6.6k	58.35	View chart
Microsoft Corporation (MSFT)	0.1	$377k	+2%	1.0k	375.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$369k		10k	37.01	View chart
American Electric Power Company (AEP)	0.1	$366k		3.4k	109.27	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$364k	+4%	6.1k	59.68	View chart
Chevron Corporation (CVX)	0.1	$362k		2.2k	167.32	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$360k		16k	22.98	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$354k		3.3k	106.65	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.1	$352k		8.3k	42.44	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$352k	NEW	11k	31.69	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$349k		9.8k	35.66	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.1	$334k		13k	25.79	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.1	$331k		8.8k	37.62	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$325k	-2%	4.3k	76.50	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$323k		2.6k	125.99	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$323k		6.9k	46.63	View chart
Coca-Cola Company (KO)	0.1	$321k		4.5k	71.62	View chart
Aim Etf Products Trust Us Larcp B20 Mar (MARW)	0.1	$313k		10k	30.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$306k		1.6k	188.12	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$306k		2.6k	117.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$305k		8.1k	37.67	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$280k	NEW	8.6k	32.51	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$279k	-38%	3.6k	77.92	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$268k		4.1k	65.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$266k		1.3k	199.45	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$262k		3.2k	83.01	View chart
Pepsi (PEP)	0.1	$254k	+8%	1.7k	149.92	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$252k		7.9k	31.97	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$252k	-3%	2.4k	104.59	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$250k	-53%	4.9k	50.63	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$239k		4.8k	50.24	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$238k		3.0k	78.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$228k		6.6k	34.53	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTU)	0.1	$228k		9.2k	24.65	View chart
Genworth Finl Com Shs (GNW)	0.1	$227k		32k	7.09	View chart
Hershey Company (HSY)	0.1	$226k		1.3k	171.04	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$223k		3.0k	75.73	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$216k		5.8k	37.60	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$213k		7.6k	27.97	View chart
Uber Technologies (UBER)	0.1	$213k	NEW	2.9k	72.86	View chart
McKesson Corporation (MCK)	0.1	$202k	NEW	300.00	672.99	View chart
Blink Charging (BLNK)	0.0	$9.2k		10k	0.92	View chart

Past Filings by BCGM Wealth Management

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

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
BCGM Wealth Management 2022 Q1 filed May 2, 2022
BCGM Wealth Management 2021 Q4 filed Feb. 1, 2022
BCGM Wealth Management 2021 Q3 filed Nov. 1, 2021
BCGM Wealth Management 2021 Q2 filed Aug. 2, 2021

View all past filings

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