13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Holding Co.›BCGM Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

BCGM Wealth Management, LLC

BCGM Wealth's holding co. based in New York, NY — $398M in tracked AUM across 178 positions as of Q1 2026.

BW
BCGM Wealth·New York, NY·Holding Co.
CIK 0001830467 · last filed Mar 31, 2026
Total AUM
$398M
▼ 12.8%
vs prior
Holdings
178
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in BCGM
haiku-4-5 · 178 positions indexed
Sector mix
  • Tech9%
  • Financials4%
  • Cons. Disc.49%
  • Industrials21%
  • Energy16%
  • Other1%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market