BCGM Wealth Management, LLC
CIK: 0001830467SEC EDGAR →
Portfolio Value
$391.9M
Holdings
175
As of
Q4 2025
New Positions
13
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 27,221 | $18.6M | 4.76% |
| 2 | ISHARES TR | 112,499 | $16.7M | 4.27% |
| 3 | J P MORGAN EXCHANGE TRADED F | 210,296 | $15.1M | 3.85% |
| 4 | INVESCO QQQ TR | 24,002 | $14.7M | 3.76% |
| 5 | BLACKROCK ETF TRUST | 232,755 | $14.2M | 3.61% |
| 6 | ISHARES TR | 27,473 | $13.0M | 3.32% |
| 7 | ISHARES INC | 172,108 | $11.6M | 2.95% |
| 8 | ISHARES TR | 54,070 | $10.7M | 2.74% |
| 9 | VANGUARD WORLD FD | 37,905 | $9.5M | 2.43% |
| 10 | VANGUARD WHITEHALL FDS | 86,139 | $7.9M | 2.01% |
Quarterly Changes
Top Buys
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 106 | $274.3M | 69.5% |
| Unknown | 15 | $37.4M | 9.5% |
| Healthcare | 9 | $13.4M | 3.4% |
| Technology | 9 | $13.4M | 3.4% |
| Energy | 4 | $10.8M | 2.7% |
| Consumer Cyclical | 7 | $10.1M | 2.6% |
| Industrials | 5 | $9.9M | 2.5% |
| Basic Materials | 1 | $7.0M | 1.8% |
| Consumer Defensive | 9 | $6.7M | 1.7% |
| Communication Services | 4 | $5.3M | 1.4% |
| Real Estate | 2 | $4.5M | 1.1% |
| Utilities | 4 | $2.0M | 0.5% |