Institutional Manager · CIK 0001830467
BCGM Wealth Management, LLC
LAFAYETTE, IN · File #028-20886
Latest AUM
$391.9M
Positions
175
Top-10 Concentration
43.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025175 pos · $391.9M
- 13F HOLDINGS REPORTQ/E Sep 2025177 pos · $384.3M
- 13F HOLDINGS REPORTQ/E Jun 2025163 pos · $354.6M
- 13F HOLDINGS REPORTQ/E Mar 2025153 pos · $325.4M
- 13F HOLDINGS REPORTQ/E Dec 2024149 pos · $315.2M
- 13F HOLDINGS REPORTQ/E Sep 2024154 pos · $308.3M
- 13F HOLDINGS REPORTQ/E Jun 2024150 pos · $288.7M
- 13F HOLDINGS REPORTQ/E Mar 2024145 pos · $278.6M
- 13F HOLDINGS REPORTQ/E Dec 2023120 pos · $217.7M
- 13F HOLDINGS REPORTQ/E Sep 2023116 pos · $227.1M
- 13F HOLDINGS REPORTQ/E Jun 202396 pos · $198.3M
- 13F HOLDINGS REPORTQ/E Mar 2023108 pos · $205.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 27,221 | $18.6M | 6.12% |
| 2 | ISHARES TR | 464287150 | 112,499 | $16.7M | 5.49% |
| 3 | J P MORGAN EXCHANGE TRADED F | 46641Q167 | 210,296 | $15.1M | 4.95% |
| 4 | INVESCO QQQ TR | IVZ | 24,002 | $14.7M | 4.84% |
| 5 | BLACKROCK ETF TRUST | BLK | 232,755 | $14.2M | 4.65% |
| 6 | ISHARES TR | 464287614 | 27,473 | $13.0M | 4.27% |
| 7 | ISHARES INC | 46434G103 | 172,108 | $11.6M | 3.80% |
| 8 | ISHARES TR | 46432F339 | 54,070 | $10.7M | 3.53% |
| 9 | VANGUARD WORLD FD | 921910873 | 37,905 | $9.5M | 3.13% |
| 10 | VANGUARD WHITEHALL FDS | 921946810 | 86,139 | $7.9M | 2.59% |
| 11 | SIBANYE STILLWATER LTD | SBYSF | 491,358 | $7.0M | 2.30% |
| 12 | VANGUARD INDEX FDS | 922908363 | 10,791 | $6.8M | 2.22% |
| 13 | ISHARES TR | 46432F396 | 25,663 | $6.4M | 2.11% |
| 14 | FIRST TR EXCH TRADED FD III | 33739N108 | 121,753 | $6.2M | 2.04% |
| 15 | ISHARES TR | 464288653 | 60,301 | $6.1M | 2.01% |
| 16 | BLACKROCK ETF TRUST II | BLK | 109,568 | $5.8M | 1.90% |
| 17 | INNOVATOR ETFS TRUST | INHD | 122,471 | $5.8M | 1.89% |
| 18 | DIAMOND HILL INVT GROUP INC | 25264R207 | 33,779 | $5.7M | 1.88% |
| 19 | ISHARES GOLD TR | IAU | 70,338 | $5.7M | 1.87% |
| 20 | BLACKROCK ETF TRUST | BLK | 145,168 | $5.6M | 1.84% |