DOSSIER · 13F-HR · Q2 2026

BCGM Wealth Management, LLC

$473M in tracked AUM across 182 positions as of Q2 2026.

BW
CIK 0001830467 · last filed Jun 30, 2026
Total AUM
$473M
as of Q2 2026
Holdings
182
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

BCGM Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$36M220K7.6%
02
VCRB
VANGUARD MALVERN FDS
$25M329K5.4%
03
IVV
ISHARES TR
$20M26K4.2%
04
QQQ
INVESCO QQQ TR
$17M23K3.6%
05
DYNF
BLACKROCK ETF TRUST
$15M225K3.2%
06
IWF
ISHARES TR
$15M120K3.2%
07
JAVA
J P MORGAN EXCHANGE TRADED F
$14M175K2.9%
08
CORO
BLACKROCK ETF TRUST
$12M337K2.6%
09
LLY
ELI LILLY & CO
$11M9K2.3%
10
VIGI
VANGUARD WHITEHALL FDS
$9M91K1.8%

Filing history

2026Q2Jun 30
$473M 18.8%
182 positionsView →
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 positionsLocked
2025Q1Mar 31
$325M 3.2%
153 positionsLocked
2024Q4Dec 31
$315M 2.3%
149 positionsLocked
2024Q3Sep 30
$308M 6.8%
154 positionsLocked
2024Q2Jun 30
$289M 3.6%
150 positionsLocked
2024Q1Mar 31
$279M 13.4%
145 positionsLocked
2023Q4Dec 31
$246M 12.8%
134 positionsLocked
2023Q3Sep 30
$218M 4.1%
120 positionsLocked
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