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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 2 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 45,793.0 $5.5M 1.41% +2K +5.3% $120.34 +28.7%
22 LLY ELI LILLY & CO Healthcare 4,930.0 $5.3M 1.35% $1074.60 -0.9%
23 AAPL APPLE INC Technology 19,334.0 $5.3M 1.34% $271.86 +13.6%
24 TAXX BONDBLOXX ETF TRUST 101,105.0 $5.1M 1.31% +3K +2.6% $50.72 -0.3%
25 BNDX VANGUARD CHARLOTTE FDS 98,621.0 $4.8M 1.22% +3K +2.7% $48.32 -0.5%
26 MUB ISHARES TR 43,212.0 $4.6M 1.18% $107.11 -0.9%
27 JANW AIM ETF PRODUCTS TRUST 124,426.0 $4.6M 1.18% $37.01 +3.9%
28 VEA VANGUARD TAX-MANAGED FDS 67,475.0 $4.2M 1.08% -32K -32.2% $62.47 +12.8%
29 PM PHILIP MORRIS INTL INC Consumer Defensive 26,257.0 $4.2M 1.07% +361.0 +1.4% $160.40 +17.8%
30 NOC NORTHROP GRUMMAN CORP Industrials 7,265.0 $4.1M 1.06% +245.0 +3.5% $570.23 -2.6%
31 VTEB VANGUARD MUN BD FDS 80,294.0 $4.0M 1.03% $50.29 -0.8%
32 VO VANGUARD INDEX FDS 13,117.0 $3.8M 0.97% -262.0 -2.0% $290.21 -73.1%
33 JMST J P MORGAN EXCHANGE TRADED F 73,666.0 $3.8M 0.96% -3K -3.3% $50.94 -0.1%
34 JPM JPMORGAN CHASE & CO. Financial Services 11,594.0 $3.7M 0.95% -4K -26.5% $322.22 -4.9%
35 FIXD FIRST TR EXCHNG TRADED FD VI 81,277.0 $3.6M 0.92% +2K +2.0% $44.32 -2.2%
36 HII HUNTINGTON INGALLS INDS INC Industrials 10,534.0 $3.6M 0.91% +214.0 +2.1% $340.07 -5.7%
37 LOVE LOVESAC COMPANY Consumer Cyclical 241,532.0 $3.6M 0.91% +105K +77.4% $14.75 +9.6%
38 BERKSHIRE HATHAWAY INC DEL 6,883.0 $3.5M 0.88% +224.0 +3.4% $502.65
39 TXXI BONDBLOXX ETF TRUST 67,465.0 $3.4M 0.87% +3K +5.0% $50.60 -0.7%
40 NVDA NVIDIA CORPORATION Technology 18,263.0 $3.4M 0.87% -890.0 -4.7% $186.50 +15.5%
Page 2 of 9  ·  175 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%