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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MCD MCDONALDS CORP Consumer Cyclical 1,139.0 $308K 0.07% +30.0 +2.7% $270.28 -0.8%
62 NEE NEXTERA ENERGY INC Utilities 3,469.0 $305K 0.06% +28.0 +0.8% $87.78 -4.1%
63 MEAR ISHARES U S ETF TR 5,946.0 $300K 0.06% +66.0 +1.1% $50.38 -0.3%
64 IJR ISHARES TR 1,991.0 $295K 0.06% +66.0 +3.4% $148.33 -1.1%
65 PEP PEPSICO INC Consumer Defensive 1,935.0 $262K 0.06% +85.0 +4.6% $135.43 +5.1%
66 WMT WALMART INC Consumer Defensive 2,151.0 $244K 0.05% +117.0 +5.8% $113.27 -7.0%
67 VUG VANGUARD INDEX FDS 2,723.0 $235K 0.05% +2K +556.1% $86.13 +1.5%
68 MCK MCKESSON CORP Healthcare 306.0 $231K 0.05% +6.0 +2.0% $755.60 +19.8%
69 UBER UBER TECHNOLOGIES INC Technology 3,148.0 $227K 0.05% +229.0 +7.8% $72.16 +11.3%
Page 4 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%