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Portfolio (Quarterly) Guide ↗

BCGM Wealth Management, LLC

· CIK 0001830467
13F Portfolio $392M AUM 175 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 51 Added 47 Reduced 9 Exited
Page 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OEF ISHARES TR 1,595.0 $547K 0.14% +9.0 +0.6% $343.03 +8.0%
42 TLT ISHARES TR 6,097.0 $531K 0.14% +3K +79.5% $87.16 -3.4%
43 AOA ISHARES TR 4,573.0 $410K 0.10% +82.0 +1.8% $89.56 +7.9%
44 J P MORGAN EXCHANGE TRADED F 7,846.0 $397K 0.10% +3K +59.3% $50.59
45 ISHARES TR 13,045.0 $368K 0.09% +101.0 +0.8% $28.19
46 SPYM SPDR SERIES TRUST 4,187.0 $336K 0.09% +56.0 +1.4% $80.22 +9.0%
47 NKE NIKE INC Consumer Cyclical 4,676.0 $298K 0.08% +2K +47.2% $63.71 -30.3%
48 EFAV ISHARES TR 3,434.0 $296K 0.08% +28.0 +0.8% $86.25 +6.8%
49 MEAR ISHARES U S ETF TR 5,880.0 $296K 0.08% +56.0 +1.0% $50.32 -0.3%
50 PEP PEPSICO INC Consumer Defensive 1,850.0 $266K 0.07% +109.0 +6.3% $143.53 +3.7%
51 HSY HERSHEY CO Consumer Defensive 1,353.0 $246K 0.06% +9.0 +0.7% $182.03 +4.6%
Page 3 of 3  ·  51 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.0%
Healthcare 11.1%
Technology 10.6%
Consumer Defensive 9.0%
Energy 8.9%
Consumer Cyclical 8.3%
Industrials 7.7%
Communication Services 6.3%
Basic Materials 5.8%
Real Estate 3.7%