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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  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEE NEXTERA ENERGY INC Utilities 3,441.0 $276K 0.07% -49.0 -1.4% $80.28 +11.7%
42 JNJ JOHNSON & JOHNSON Healthcare 1,287.0 $266K 0.07% -40.0 -3.0% $206.88 +12.0%
43 T AT&T INC Communication Services 10,571.0 $263K 0.07% -330.0 -3.0% $24.84 +0.4%
44 SLYV SPDR SERIES TRUST 2,745.0 $250K 0.06% -324.0 -10.6% $90.98 +12.6%
45 UBER UBER TECHNOLOGIES INC Technology 2,919.0 $239K 0.06% -145.0 -4.7% $81.71 -8.7%
46 IJR ISHARES TR 1,925.0 $231K 0.06% -490.0 -20.3% $120.16 +13.4%
47 WMT WALMART INC Consumer Defensive 2,034.0 $227K 0.06% -66.0 -3.1% $111.41 +17.4%
Page 3 of 3  ·  47 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%