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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 1 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES TR 220,096.0 $36.2M 7.64% +108K +95.6% $164.27 +2.2%
2 VCRB VANGUARD MALVERN FDS 329,425.0 $25.4M 5.38% NEW $77.23 -1.1%
3 IVV ISHARES TR 26,331.0 $19.7M 4.17% -890.0 -3.3% $748.89 +2.7%
4 QQQ INVESCO QQQ TR Financial Services 23,222.0 $17.1M 3.62% -780.0 -3.2% $736.40 -3.4%
5 DYNF BLACKROCK ETF TRUST 224,827.0 $15.3M 3.23% -8K -3.4% $68.01 +1.6%
6 IWF ISHARES TR 120,216.0 $14.9M 3.16% +93K +337.6% $124.17 -1.8%
7 JAVA J P MORGAN EXCHANGE TRADED F 174,732.0 $13.9M 2.93% -36K -16.9% $79.41 +4.9%
8 BLACKROCK ETF TRUST 337,387.0 $12.3M 2.61% NEW $36.60
9 LLY ELI LILLY & CO Healthcare 8,946.0 $10.7M 2.27% +4K +81.5% $1199.49 +4.5%
10 VIGI VANGUARD WHITEHALL FDS 91,367.0 $8.5M 1.80% +5K +6.1% $93.38 +5.9%
11 FMB FIRST TR EXCH TRADED FD III 147,834.0 $7.6M 1.60% +26K +21.4% $51.37 -2.2%
12 VOO VANGUARD INDEX FDS 10,886.0 $7.5M 1.58% +95.0 +0.9% $686.82 +2.5%
13 GOVT ISHARES TR 315,310.0 $7.2M 1.52% +300K +1923.5% $22.78 -1.0%
14 MTUM ISHARES TR 20,205.0 $6.9M 1.46% -5K -21.3% $342.82 -11.7%
15 XOM EXXON MOBIL CORP Energy 49,996.0 $6.8M 1.45% +4K +9.2% $136.72 +18.4%
16 PYLD PIMCO ETF TR 249,054.0 $6.6M 1.40% NEW $26.52 -0.9%
17 PJAN INNOVATOR ETFS TRUST 121,396.0 $6.0M 1.27% -1K -0.9% $49.49 +1.9%
18 IEMG ISHARES INC 70,710.0 $5.9M 1.24% -101K -58.9% $82.84 -1.4%
19 TLH ISHARES TR 57,319.0 $5.8M 1.22% -3K -5.0% $100.35 -2.5%
20 TAXX BONDBLOXX ETF TRUST 112,514.0 $5.7M 1.21% +11K +11.3% $50.74 -0.3%
Page 1 of 10  ·  182 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%