BCGM Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
BCGM Wealth Management, LLC 13F Holdings
CIK 0001830467 · LAFAYETTE, IN
As of Sep 30, 2025, BCGM Wealth Management, LLC reported
175 positions worth $384.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 27,390 |
|
8.3M4.77% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 88,657 |
7.2M | 4.49% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 115,242 |
6.8M | 4.37% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 24,346 |
4.6M | 3.80% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 231,992 |
3.7M | 3.57% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 27,859 |
3.0M | 3.40% |
| JPMORGAN ACTIVE VALUE ETF | JAVA | — | 157,291 |
0.8M | 2.82% |
| VANGUARD MEGA CAP INDEX FUND | MGC | — | 38,081 | $9.3M | 2.42% |
| SIBANYE STILLWATER LTD | SBSW | Basic Materials | 705,462 | $7.9M | 2.06% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 86,892 | $7.8M | 2.03% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 115,684 | $7.6M | 1.98% |
| ISHARES 10-20 YEAR TREASURY BOND ETF | TLH | — | 65,526 | $6.7M | 1.76% |
| VANGUARD 500 INDEX FUND | VOO | — | 10,768 | $6.6M | 1.72% |
| FIRST TRUST MANAGED MUNICIPAL ETF | FMB | — | 124,264 | $6.3M | 1.64% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 99,482 | $6.0M | 1.55% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 106,359 | $5.7M | 1.47% |
| INNOVATOR US EQUITY POWER BUFFER ETF - JANUARY | PJAN | — | 122,471 | $5.6M | 1.46% |
| ISHARES US THEMATIC ROTATION ACTIVE ETF | THRO | — | 145,202 | $5.5M | 1.43% |
| ISHARES GOLD TRUST | IAU | — | 71,651 | $5.2M | 1.36% |
| BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF | TAXX | — | 98,507 | $5.0M | 1.31% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 15,773 | $5.0M | 1.29% |
| APPLE INC | AAPL | Technology | 19,382 | $4.9M | 1.28% |
| EXXON MOBIL CORP | XOM | Energy | 43,487 | $4.9M | 1.28% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 96,048 | $4.8M | 1.24% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 43,304 | $4.6M | 1.20% |