Universe · entity

BCGM Wealth Management, LLC

Institutional manager (13F) · CIK 1830467
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $304M
#IssuerValueShares
1ISHARES TR$18M125,569
2ISHARES TR$17M26,765
3J P MORGAN EXCHANGE TRADED F$15M208,721
4INVESCO QQQ TR$14M23,646
5BLACKROCK ETF TRUST$13M217,879
6ISHARES TR$12M28,280
7ISHARES TR$10M53,660
8BLACKROCK ETF TRUST$10M313,306
9EXXON MOBIL CORP$8M47,817
10VANGUARD WHITEHALL FDS$8M88,444
11ISHARES INC$8M110,347
12FIRST TR EXCH TRADED FD III$7M138,020
13VANGUARD INDEX FDS$7M10,889
14ISHARES TR$6M26,214
15ISHARES TR$6M61,488
16ISHARES TR$6M269,727
17DIAMOND HILL INVT GROUP INC$6M33,593
18INNOVATOR ETFS TRUST$6M122,471
19BONDBLOXX ETF TRUST$5M107,931
20BLACKROCK ETF TRUST$5M150,235
21SIBANYE STILLWATER LTD$5M428,656
22NORTHROP GRUMMAN CORP$5M7,398
23VANGUARD CHARLOTTE FDS$5M103,089
24APPLE INC$5M19,143
25BLACKROCK ETF TRUST$5M115,498
26VANGUARD MUN BD FDS$5M91,489
27AIM ETF PRODUCTS TRUST$5M124,426
28ELI LILLY & CO$5M4,909
29PHILIP MORRIS INTL INC$4M27,094
30ISHARES TR$4M41,932
31HUNTINGTON INGALLS INDS INC$4M11,126
32BLACKROCK ETF TRUST$4M127,580
33VANGUARD TAX-MANAGED FDS$4M63,977
34COTERRA ENERGY INC$4M109,669
35FIRST TR EXCHNG TRADED FD VI$4M88,165
36J P MORGAN EXCHANGE TRADED F$4M74,412
37BONDBLOXX ETF TRUST$4M75,493
38BLACKROCK ETF TRUST II$4M71,809
39LOVESAC COMPANY$4M251,440
40VANGUARD INDEX FDS$4M12,667
41U HAUL HOLDING COMPANY$4M80,661
42BERKSHIRE HATHAWAY INC DEL$3M7,143
43J P MORGAN EXCHANGE TRADED F$3M67,560
44JPMORGAN CHASE & CO$3M10,772
45SCHWAB STRATEGIC TR$3M118,297
46NVIDIA CORPORATION$3M17,960
47FARMLAND PARTNERS INC$3M269,371
48VERIZON COMMUNICATIONS INC$3M59,285
49ISHARES TR$3M53,825
50MOBILEYE GLOBAL INC$3M368,763
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.