BCGM Wealth Management

BCGM Wealth Management as of March 31, 2026

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