Universe · entity
BCGM Wealth Management, LLC
Institutional manager (13F) · CIK 1830467
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $304M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $18M | 125,569 |
| 2 | ISHARES TR | $17M | 26,765 |
| 3 | J P MORGAN EXCHANGE TRADED F | $15M | 208,721 |
| 4 | INVESCO QQQ TR | $14M | 23,646 |
| 5 | BLACKROCK ETF TRUST | $13M | 217,879 |
| 6 | ISHARES TR | $12M | 28,280 |
| 7 | ISHARES TR | $10M | 53,660 |
| 8 | BLACKROCK ETF TRUST | $10M | 313,306 |
| 9 | EXXON MOBIL CORP | $8M | 47,817 |
| 10 | VANGUARD WHITEHALL FDS | $8M | 88,444 |
| 11 | ISHARES INC | $8M | 110,347 |
| 12 | FIRST TR EXCH TRADED FD III | $7M | 138,020 |
| 13 | VANGUARD INDEX FDS | $7M | 10,889 |
| 14 | ISHARES TR | $6M | 26,214 |
| 15 | ISHARES TR | $6M | 61,488 |
| 16 | ISHARES TR | $6M | 269,727 |
| 17 | DIAMOND HILL INVT GROUP INC | $6M | 33,593 |
| 18 | INNOVATOR ETFS TRUST | $6M | 122,471 |
| 19 | BONDBLOXX ETF TRUST | $5M | 107,931 |
| 20 | BLACKROCK ETF TRUST | $5M | 150,235 |
| 21 | SIBANYE STILLWATER LTD | $5M | 428,656 |
| 22 | NORTHROP GRUMMAN CORP | $5M | 7,398 |
| 23 | VANGUARD CHARLOTTE FDS | $5M | 103,089 |
| 24 | APPLE INC | $5M | 19,143 |
| 25 | BLACKROCK ETF TRUST | $5M | 115,498 |
| 26 | VANGUARD MUN BD FDS | $5M | 91,489 |
| 27 | AIM ETF PRODUCTS TRUST | $5M | 124,426 |
| 28 | ELI LILLY & CO | $5M | 4,909 |
| 29 | PHILIP MORRIS INTL INC | $4M | 27,094 |
| 30 | ISHARES TR | $4M | 41,932 |
| 31 | HUNTINGTON INGALLS INDS INC | $4M | 11,126 |
| 32 | BLACKROCK ETF TRUST | $4M | 127,580 |
| 33 | VANGUARD TAX-MANAGED FDS | $4M | 63,977 |
| 34 | COTERRA ENERGY INC | $4M | 109,669 |
| 35 | FIRST TR EXCHNG TRADED FD VI | $4M | 88,165 |
| 36 | J P MORGAN EXCHANGE TRADED F | $4M | 74,412 |
| 37 | BONDBLOXX ETF TRUST | $4M | 75,493 |
| 38 | BLACKROCK ETF TRUST II | $4M | 71,809 |
| 39 | LOVESAC COMPANY | $4M | 251,440 |
| 40 | VANGUARD INDEX FDS | $4M | 12,667 |
| 41 | U HAUL HOLDING COMPANY | $4M | 80,661 |
| 42 | BERKSHIRE HATHAWAY INC DEL | $3M | 7,143 |
| 43 | J P MORGAN EXCHANGE TRADED F | $3M | 67,560 |
| 44 | JPMORGAN CHASE & CO | $3M | 10,772 |
| 45 | SCHWAB STRATEGIC TR | $3M | 118,297 |
| 46 | NVIDIA CORPORATION | $3M | 17,960 |
| 47 | FARMLAND PARTNERS INC | $3M | 269,371 |
| 48 | VERIZON COMMUNICATIONS INC | $3M | 59,285 |
| 49 | ISHARES TR | $3M | 53,825 |
| 50 | MOBILEYE GLOBAL INC | $3M | 368,763 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.