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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 6 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SIZE ISHARES TR 3,964.0 $640K 0.16% $161.58 +7.6%
102 DUK DUKE ENERGY CORP NEW Utilities 5,353.0 $627K 0.16% $117.21 +7.2%
103 POCT INNOVATOR ETFS TRUST 13,587.0 $597K 0.15% +1K +9.3% $43.92 +4.8%
104 SIVR ABRDN SILVER ETF TRUST Financial Services 8,561.0 $579K 0.15% +96.0 +1.1% $67.64 +6.2%
105 OEF ISHARES TR 1,595.0 $547K 0.14% +9.0 +0.6% $343.03 +8.2%
106 TLT ISHARES TR 6,097.0 $531K 0.14% +3K +79.5% $87.16 -2.8%
107 FAUG FIRST TR EXCHNG TRADED FD VI 10,000.0 $530K 0.14% $52.95 +5.7%
108 MBIN MERCHANTS BANCORP IND Financial Services 15,477.0 $527K 0.14% $34.06 +35.0%
109 COWZ PACER FDS TR 8,627.0 $519K 0.13% -229.0 -2.6% $60.17 +6.9%
110 J P MORGAN EXCHANGE TRADED F 10,782.0 $513K 0.13% -16K -59.6% $47.56
111 IEFA ISHARES TR 5,700.0 $510K 0.13% $89.46 +8.7%
112 AIR LEASE CORP 7,896.0 $507K 0.13% -1K -13.1% $64.23
113 BSEP INNOVATOR ETFS TRUST 10,000.0 $492K 0.13% $49.25 +6.0%
114 HELO J P MORGAN EXCHANGE TRADED F 6,522.0 $433K 0.11% $66.43 +2.0%
115 PJUN INNOVATOR ETFS TRUST 9,979.0 $418K 0.11% $41.88 +3.4%
116 DON WISDOMTREE TR 8,014.0 $414K 0.11% -343.0 -4.1% $51.60 +7.1%
117 AOA ISHARES TR 4,573.0 $410K 0.10% +82.0 +1.8% $89.56 +8.0%
118 SUB ISHARES TR 3,826.0 $408K 0.10% -317.0 -7.7% $106.69 -0.4%
119 J P MORGAN EXCHANGE TRADED F 7,846.0 $397K 0.10% +3K +59.3% $50.59
120 VHT VANGUARD WORLD FD 1,377.0 $396K 0.10% -12.0 -0.9% $287.83 -3.0%
Page 6 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%