BCGM Wealth Management, LLC

CIK 0001830467 · LAFAYETTE, IN · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

BCGM Wealth Management, LLC reported 182 positions worth $473.0M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: ITOT (7.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$473.0M
2026 Q2
Positions
182
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.8%
Est. Net Flow (Q)
2026 Q2
10 / 182 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ITOTISHARES TRSH$36.2M7.64%220,096
2VCRBVANGUARD MALVERN FDSSH$25.4M5.38%329,425
3IVVISHARES TRSH$19.7M4.17%26,331
4QQQINVESCO QQQ TRSH$17.1M3.62%23,222
5DYNFBLACKROCK ETF TRUSTSH$15.3M3.23%224,827
6IWFISHARES TRSH$14.9M3.16%120,216
7JAVAJ P MORGAN EXCHANGE TRADED FSH$13.9M2.93%174,732
8COROBLACKROCK ETF TRUSTSH$12.3M2.61%337,387
9LLYELI LILLY & COSH$10.7M2.27%8,946
10VIGIVANGUARD WHITEHALL FDSSH$8.5M1.80%91,367

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BCGM Wealth Management, LLC hold as of Q2 2026?

BCGM Wealth Management, LLC reported 182 positions worth $473.0M in its Q2 2026 13F filing. Largest positions: ITOT (7.6%), VCRB (5.4%), IVV (4.2%), QQQ (3.6%) and DYNF (3.2%).

What did BCGM Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BCGM Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.