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BCGM Wealth Management, LLC

Q2 2026 13F filing

Updated 38 days ago

182 disclosed positions worth $473M

Portfolio value
$473M
Total holdings
182
New positions
17
Closed positions
13
Increased
80
Decreased
50
Turnover
16.5%
Filed
2026-08-04

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+75.3%
Value
$36.2M
Shares
220.1K
% Port
7.64%
?
2.N/A

VANGUARD MALVERN FDS

Value
$25.4M
Shares
329.4K
% Port
5.38%
E

ISHARES TR

-1.6%
Value
$19.7M
Shares
26.3K
% Port
4.17%
Q
4.QQQ

INVESCO QQQ TR

-1.8%
Value
$17.1M
Shares
23.2K
% Port
3.62%
E

BLACKROCK ETF TRUST

+3.2%
Value
$15.3M
Shares
224.8K
% Port
3.23%
E

ISHARES TR

+325.1%
Value
$14.9M
Shares
120.2K
% Port
3.16%
?
7.N/A

J P MORGAN EXCHANGE TRADED F

-16.3%
Value
$13.9M
Shares
174.7K
% Port
2.93%
E

BLACKROCK ETF TRUST

+7.7%
Value
$12.3M
Shares
337.4K
% Port
2.61%
L
9.LLY

ELI LILLY & CO

+82.2%
Value
$10.7M
Shares
8.9K
% Port
2.27%
V
10.VGES

VANGUARD WHITEHALL FDS

+3.3%
Value
$8.5M
Shares
91.4K
% Port
1.80%
F
11.FPF

FIRST TR EXCH TRADED FD III

+7.1%
Value
$7.6M
Shares
147.8K
% Port
1.61%
V
12.VGES

VANGUARD INDEX FDS

-0.0%
Value
$7.5M
Shares
10.9K
% Port
1.58%
E
13.ETHA

ISHARES TR

+16.9%
Value
$7.2M
Shares
315.3K
% Port
1.52%
E
14.ETHA

ISHARES TR

-22.9%
Value
$6.9M
Shares
20.2K
% Port
1.46%
X
15.XOM

EXXON MOBIL CORP

+4.6%
Value
$6.8M
Shares
50.0K
% Port
1.45%
P
16.PDI

PIMCO ETF TR

Value
$6.6M
Shares
249.1K
% Port
1.40%
?
17.N/A

INNOVATOR ETFS TRUST

-0.9%
Value
$6M
Shares
121.4K
% Port
1.27%
E
18.ETHA

ISHARES INC

-35.9%
Value
$5.9M
Shares
70.7K
% Port
1.24%
E
19.ETHA

ISHARES TR

-6.8%
Value
$5.8M
Shares
57.3K
% Port
1.22%
?
20.N/A

BONDBLOXX ETF TRUST

+4.3%
Value
$5.7M
Shares
112.5K
% Port
1.21%
P
21.PM

PHILIP MORRIS INTL INC

+15.5%
Value
$5.7M
Shares
31.3K
% Port
1.20%
E
22.ETHA

ISHARES TR

-52.8%
Value
$5.6M
Shares
25.3K
% Port
1.18%
E
23.ETHA

BLACKROCK ETF TRUST

-22.4%
Value
$5M
Shares
116.6K
% Port
1.06%
E
24.ETHA

ISHARES TR

+202.9%
Value
$5M
Shares
49.9K
% Port
1.06%
E
25.ETHA

BLACKROCK ETF TRUST

-14.3%
Value
$5M
Shares
99.0K
% Port
1.05%
V
26.VGES

VANGUARD CHARLOTTE FDS

-0.3%
Value
$5M
Shares
102.7K
% Port
1.05%
U

U HAUL HOLDING COMPANY

+6.3%
Value
$4.9M
Shares
85.8K
% Port
1.05%
V
28.VGES

VANGUARD MUN BD FDS

+5.2%
Value
$4.9M
Shares
96.2K
% Port
1.03%
?
29.N/A

AIM ETF PRODUCTS TRUST

Unchanged
Value
$4.8M
Shares
124.4K
% Port
1.02%
B
30.BSTZ

BLACKROCK ETF TRUST

+16.2%
Value
$4.7M
Shares
148.2K
% Port
1.00%
E
31.ETHA

ISHARES TR

-2.5%
Value
$4.4M
Shares
40.9K
% Port
0.93%
L
32.LOVE

LOVESAC CO

+4.7%
Value
$4.4M
Shares
263.2K
% Port
0.93%
L
33.LPX

LOUISIANA PAC CORP

Value
$4.1M
Shares
52.3K
% Port
0.87%
F
34.FPF

FIRST TR EXCHNG TRADED FD VI

+5.2%
Value
$4M
Shares
92.8K
% Port
0.86%
N
35.NOC

NORTHROP GRUMMAN CORP

+4.8%
Value
$3.9M
Shares
7.8K
% Port
0.83%
?
36.N/A

BONDBLOXX ETF TRUST

+1.8%
Value
$3.9M
Shares
76.8K
% Port
0.83%
J

J P MORGAN EXCHANGE TRADED F

+22.7%
Value
$3.9M
Shares
82.9K
% Port
0.82%
A
38.AAPL

APPLE INC

-29.9%
Value
$3.9M
Shares
13.4K
% Port
0.82%
M
39.MBLY

MOBILEYE GLOBAL INC

+8.3%
Value
$3.9M
Shares
399.4K
% Port
0.82%
E
40.ETHA

BLACKROCK ETF TRUST II

+2.1%
Value
$3.8M
Shares
73.3K
% Port
0.81%
V
41.VGES

VANGUARD INDEX FDS

+262.4%
Value
$3.7M
Shares
45.9K
% Port
0.78%
S

SIBANYE STILLWATER LTD

+1.5%
Value
$3.7M
Shares
435.2K
% Port
0.78%
J

JPMORGAN CHASE & CO

+2.7%
Value
$3.6M
Shares
11.1K
% Port
0.77%
N
44.NVDA

NVIDIA CORPORATION

+0.5%
Value
$3.6M
Shares
18.0K
% Port
0.76%
G
45.GNTX

GENTEX CORP

+95.8%
Value
$3.6M
Shares
140.5K
% Port
0.75%
V
46.VGES

VANGUARD TAX-MANAGED FDS

-23.9%
Value
$3.5M
Shares
48.7K
% Port
0.73%
U
47.UNH

UNITEDHEALTH GROUP INC

+6.3%
Value
$3.3M
Shares
8.0K
% Port
0.71%
S

SCHWAB STRATEGIC TR

+5.2%
Value
$3.3M
Shares
124.4K
% Port
0.70%
H
49.HII

HUNTINGTON INGALLS INDS INC

+3.1%
Value
$3.2M
Shares
11.5K
% Port
0.68%
C
50.CVS

CVS HEALTH CORP

+3.6%
Value
$3.2M
Shares
30.6K
% Port
0.67%