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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 7 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HELO J P MORGAN EXCHANGE TRADED F 6,363.0 $430K 0.09% -159.0 -2.4% $67.57 +2.8%
122 TPLC TIMOTHY PLAN 8,300.0 $418K 0.09% $50.35 +1.2%
123 J P MORGAN EXCHANGE TRADED F 8,748.0 $412K 0.09% -2K -18.9% $47.14
124 VHT VANGUARD WORLD FD 1,377.0 $412K 0.09% $298.99 +10.0%
125 IWM ISHARES TR 1,369.0 $411K 0.09% +30.0 +2.2% $300.39 -0.4%
126 IEFA ISHARES TR 4,258.0 $411K 0.09% -1K -25.3% $96.57 +5.0%
127 BJAN INNOVATOR ETFS TRUST 6,925.0 $408K 0.09% $58.87 +2.3%
128 PG PROCTER & GAMBLE CO Consumer Defensive 2,754.0 $404K 0.09% +15.0 +0.6% $146.66 -0.9%
129 IWD ISHARES TR 1,645.0 $399K 0.08% +16.0 +1.0% $242.40 +6.5%
130 OCTW AIM ETF PRODUCTS TRUST 9,715.0 $397K 0.08% $40.91 +1.8%
131 IWP ISHARES TR 2,684.0 $393K 0.08% $146.41 -3.1%
132 SUB ISHARES TR 3,686.0 $392K 0.08% -140.0 -3.7% $106.47 -0.1%
133 SPYM SPDR SERIES TRUST 4,414.0 $388K 0.08% +227.0 +5.4% $87.88 +2.6%
134 ISHARES TR 13,045.0 $380K 0.08% $29.13
135 MGC VANGUARD WORLD FD 1,386.0 $379K 0.08% -37K -96.3% $273.70 +2.4%
136 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 402.0 $376K 0.08% +15.0 +3.9% $934.95 +2.7%
137 IWS ISHARES TR 2,281.0 $375K 0.08% $164.58 +4.3%
138 PLTR PALANTIR TECHNOLOGIES INC Technology 3,202.0 $374K 0.08% -436.0 -12.0% $116.67 +48.1%
139 PGIM ROCK ETF TR 11,730.0 $367K 0.08% $31.29
140 MARW AIM ETF PRODUCTS TRUST 10,108.0 $365K 0.08% $36.11 +1.4%
Page 7 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%