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Portfolio (Quarterly) Guide ↗

BCGM Wealth Management, LLC

· CIK 0001830467
13F Portfolio $473M AUM 182 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 22 New 69 Added 56 Reduced 15 Exited
Page 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVGO BROADCOM INC Technology 2,045.0 $772K 0.16% +156.0 +8.3% $377.75 -5.6%
42 SYSB ISHARES TR 8,462.0 $751K 0.16% +1K +16.7% $88.72 -1.0%
43 DUK DUKE ENERGY CORP NEW Utilities 5,624.0 $712K 0.15% +271.0 +5.1% $126.57 -3.9%
44 OEF ISHARES TR 1,803.0 $660K 0.14% +208.0 +13.0% $365.97 +3.3%
45 COWZ PACER FDS TR 9,899.0 $616K 0.13% +1K +14.7% $62.20 +15.9%
46 FNDB SCHWAB STRATEGIC TR 20,047.0 $611K 0.13% +9K +81.9% $30.46 +4.1%
47 SIVR ABRDN SILVER ETF TRUST Financial Services 9,023.0 $507K 0.11% +462.0 +5.4% $56.22 +16.5%
48 TSLA TESLA INC Consumer Cyclical 1,172.0 $493K 0.10% +359.0 +44.2% $420.60 -16.7%
49 VLUE ISHARES TR 2,413.0 $482K 0.10% +15.0 +0.6% $199.85 +0.7%
50 AOA ISHARES TR 4,840.0 $472K 0.10% +267.0 +5.8% $97.60 +1.7%
51 AEP AMERICAN ELEC PWR CO INC Utilities 3,387.0 $463K 0.10% +140.0 +4.3% $136.81 -10.3%
52 CVX CHEVRON CORPORATION Energy 2,673.0 $443K 0.09% +91.0 +3.5% $165.78 +20.6%
53 IWM ISHARES TR 1,369.0 $411K 0.09% +30.0 +2.2% $300.39 -0.4%
54 PG PROCTER & GAMBLE CO Consumer Defensive 2,754.0 $404K 0.09% +15.0 +0.6% $146.66 -0.9%
55 IWD ISHARES TR 1,645.0 $399K 0.08% +16.0 +1.0% $242.40 +6.5%
56 SPYM SPDR SERIES TRUST 4,414.0 $388K 0.08% +227.0 +5.4% $87.88 +2.6%
57 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 402.0 $376K 0.08% +15.0 +3.9% $934.95 +2.7%
58 IJH ISHARES TR 4,657.0 $359K 0.08% +45.0 +1.0% $77.11 -1.3%
59 KO COCA COLA CO Consumer Defensive 4,393.0 $357K 0.07% +188.0 +4.5% $81.27 +12.8%
60 JNJ JOHNSON & JOHNSON Healthcare 1,364.0 $346K 0.07% +77.0 +6.0% $253.91 +7.6%
Page 3 of 4  ·  69 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 22.2%
Healthcare 16.3%
Energy 10.9%
Consumer Cyclical 10.7%
Consumer Defensive 9.4%
Technology 7.9%
Industrials 7.2%
Basic Materials 5.9%
Real Estate 3.8%
Communication Services 3.6%