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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 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IAU ISHARES GOLD TR Financial Services 30,166.0 $2.3M 0.48% -40K -57.1% $75.51 +16.2%
22 HWM HOWMET AEROSPACE INC Industrials 7,776.0 $2.1M 0.44% -255.0 -3.2% $268.85 -1.8%
23 SCHD SCHWAB STRATEGIC TR 55,332.0 $1.8M 0.37% -6K -9.7% $31.71 +10.7%
24 SCHV SCHWAB STRATEGIC TR 44,790.0 $1.6M 0.33% -3K -5.3% $34.81 +0.3%
25 AMZN AMAZON COM INC Consumer Cyclical 6,522.0 $1.6M 0.33% -41.0 -0.6% $238.34 +9.5%
26 JMST J P MORGAN EXCHANGE TRADED F 29,527.0 $1.5M 0.32% -44K -59.9% $51.00 -0.1%
27 USMV ISHARES TR 14,542.0 $1.4M 0.30% -2K -14.3% $96.46 +5.2%
28 ICSH ISHARES TR 23,609.0 $1.2M 0.25% -8K -24.3% $50.58 -0.1%
29 IWY ISHARES TR 4,101.0 $1.2M 0.25% -1K -22.2% $290.59 -2.0%
30 SMMU PIMCO ETF TR 20,231.0 $1.0M 0.22% -2K -9.9% $50.50 -0.3%
31 VTI VANGUARD INDEX FDS 2,415.0 $894K 0.19% -167.0 -6.5% $370.10 +2.2%
32 SPYV SPDR SERIES TRUST 13,367.0 $813K 0.17% -393.0 -2.9% $60.79 +4.6%
33 JEPI J P MORGAN EXCHANGE TRADED F 13,873.0 $784K 0.17% -6K -28.8% $56.48 +2.9%
34 POCT INNOVATOR ETFS TRUST 12,862.0 $597K 0.13% -725.0 -5.3% $46.41 +2.0%
35 META META PLATFORMS INC Communication Services 985.0 $555K 0.12% -402.0 -29.0% $563.29 +1.2%
36 JMUB J P MORGAN EXCHANGE TRADED F 10,624.0 $538K 0.11% -8K -44.4% $50.66 -1.8%
37 MBIN MERCHANTS BANCORP IND Financial Services 10,097.0 $505K 0.11% -5K -34.8% $50.00 +7.0%
38 HELO J P MORGAN EXCHANGE TRADED F 6,363.0 $430K 0.09% -159.0 -2.4% $67.57 +2.8%
39 J P MORGAN EXCHANGE TRADED F 8,748.0 $412K 0.09% -2K -18.9% $47.14
40 IEFA ISHARES TR 4,258.0 $411K 0.09% -1K -25.3% $96.57 +5.0%
Page 2 of 3  ·  56 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%