13F Insight
DOSSIER · 13F-HR · Q1 2026

BCGM Wealth Management, LLC

$398M in tracked AUM across 178 positions as of Q1 2026.

BW
CIK 0001830467 · last filed Mar 31, 2026
Total AUM
$398M
as of Q1 2026
Holdings
178
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

BCGM Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$18M126K4.5%02
IVV
ISHARES TR
$17M27K4.4%03
JAVA
J P MORGAN EXCHANGE TRADED F
$15M209K3.8%04
QQQ
INVESCO QQQ TR
$14M24K3.4%05
DYNF
BLACKROCK ETF TRUST
$13M218K3.2%06
IWF
ISHARES TR
$12M28K3.0%07
QUAL
ISHARES TR
$10M54K2.6%08
CORO
BLACKROCK ETF TRUST
$10M313K2.5%09
XOM
EXXON MOBIL CORP
$8M48K2.0%10
VIGI
VANGUARD WHITEHALL FDS
$8M88K2.0%

Filing history

2026Q1Mar 31
$398M▲ 1.6%
178 positionsView →2025Q4Dec 31
$392M▲ 107.5%
175 positionsView →2025Q3Sep 30
$189M▼ 46.8%
105 positionsView →2025Q2Jun 30
$355M▲ 9.0%
163 positionsLocked2025Q1Mar 31
$325M▲ 3.2%
153 positionsLocked2024Q4Dec 31
$315M▲ 2.3%
149 positionsLocked2024Q3Sep 30
$308M▲ 6.8%
154 positionsLocked2024Q2Jun 30
$289M▲ 3.6%
150 positionsLocked2024Q1Mar 31
$279M▲ 13.4%
145 positionsLocked2023Q4Dec 31
$246M▲ 12.8%
134 positionsLocked2023Q3Sep 30
$218M▼ 4.1%
120 positionsLocked2023Q2Jun 30
$227M▲ 14.5%
116 positionsLocked
Showing 12 of 22