BCGM Wealth Management, LLC

Est. AUM

$398.1M

13F long equity, this entity only

Positions

178

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$17.9M	125569	4.49%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$17.5M	26765	4.39%	SOLE
3	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$15.0M	208721	3.76%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$13.6M	23646	3.43%	SOLE
5	BLACKROCK ETF TRUST	ISHARES US EQUIT	$12.7M	217879	3.18%	SOLE
6	ISHARES TR	RUS 1000 GRW ETF	$12.1M	28280	3.03%	SOLE
7	ISHARES TR	MSCI USA QLT FCT	$10.3M	53660	2.59%	SOLE
8	BLACKROCK ETF TRUST	ISHARES INTL CTR	$10.1M	313306	2.53%	SOLE
9	EXXON MOBIL CORP	COM	$8.1M	47817	2.04%	SOLE
10	VANGUARD WHITEHALL FDS	INTL DVD ETF	$7.8M	88444	1.97%	SOLE
11	ISHARES INC	CORE MSCI EMKT	$7.7M	110347	1.93%	SOLE
12	FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$7.0M	138020	1.76%	SOLE
13	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.5M	10889	1.63%	SOLE
14	ISHARES TR	MSCI USA MMENTM	$6.3M	26214	1.58%	SOLE
15	ISHARES TR	10-20 YR TRS ETF	$6.2M	61488	1.56%	SOLE
16	ISHARES TR	US TREAS BD ETF	$6.2M	269727	1.55%	SOLE
17	DIAMOND HILL INVT GROUP INC	COM NEW	$5.8M	33593	1.45%	SOLE
18	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$5.7M	122471	1.42%	SOLE
19	BONDBLOXX ETF TRUST	IR M TAXAWARE	$5.5M	107931	1.37%	SOLE
20	BLACKROCK ETF TRUST	ISHARES US THEMA	$5.4M	150235	1.37%	SOLE
21	SIBANYE STILLWATER LTD	SPONSORED ADR	$5.3M	428656	1.33%	SOLE
22	NORTHROP GRUMMAN CORP	COM	$5.0M	7398	1.27%	SOLE
23	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$5.0M	103089	1.24%	SOLE
24	APPLE INC	COM	$4.9M	19143	1.22%	SOLE
25	BLACKROCK ETF TRUST	ISHARES LARGE CA	$4.7M	115498	1.19%	SOLE
26	VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.6M	91489	1.15%	SOLE
27	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$4.5M	124426	1.14%	SOLE
28	ELI LILLY & CO	COM	$4.5M	4909	1.13%	SOLE
29	PHILIP MORRIS INTL INC	COM	$4.5M	27094	1.13%	SOLE
30	ISHARES TR	NATIONAL MUN ETF	$4.5M	41932	1.12%	SOLE
31	HUNTINGTON INGALLS INDS INC	COM	$4.2M	11126	1.06%	SOLE
32	BLACKROCK ETF TRUST	ISHARES DEFENSE	$4.2M	127580	1.05%	SOLE
33	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.1M	63977	1.03%	SOLE
34	COTERRA ENERGY INC	COM	$3.9M	109669	0.97%	SOLE
35	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$3.8M	88165	0.97%	SOLE
36	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$3.8M	74412	0.95%	SOLE
37	BONDBLOXX ETF TRUST	IR M TAX AWARE	$3.8M	75493	0.95%	SOLE
38	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$3.7M	71809	0.94%	SOLE
39	LOVESAC COMPANY	COM	$3.7M	251440	0.93%	SOLE
40	VANGUARD INDEX FDS	MID CAP ETF	$3.6M	12667	0.91%	SOLE
41	U HAUL HOLDING COMPANY	COM SER N	$3.6M	80661	0.91%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.4M	7143	0.86%	SOLE
43	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$3.2M	67560	0.80%	SOLE
44	JPMORGAN CHASE & CO	COM	$3.2M	10772	0.80%	SOLE
45	SCHWAB STRATEGIC TR	US TIPS ETF	$3.1M	118297	0.79%	SOLE
46	NVIDIA CORPORATION	COM	$3.1M	17960	0.79%	SOLE
47	FARMLAND PARTNERS INC	COM	$3.0M	269371	0.76%	SOLE
48	VERIZON COMMUNICATIONS INC	COM	$3.0M	59285	0.75%	SOLE
49	ISHARES TR	CORE 1 5 YR USD	$2.6M	53825	0.66%	SOLE
50	MOBILEYE GLOBAL INC	COMMON CLASS A	$2.5M	368763	0.64%	SOLE

1–50 of 178

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.