Investor
BCGM Wealth Management, LLC
CIK 0001830467 · filed 2026-05-05 · SEC filing
13F book
$398.1M
Positions
178
10 new · 6 sold
Largest name
4.5%
Ishares Tr
Est. mark
−$5.13M
Price effect on 168 names still held. Flow $11.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 125.6K | $17.9M | 4.5% | −$704.2K | Added$1.16M |
| Ishares Tr | — | 26.8K | $17.5M | 4.4% | −$849.6K | Cut−$1.16M |
| J P Morgan Exchange Traded F | — | 208.7K | $15M | 3.8% | $6.29K | Cut−$106.7K |
| Invesco Qqq Tr | — | 23.6K | $13.6M | 3.4% | −$878.1K | Cut−$1.1M |
| Blackrock Etf Trust | — | 217.9K | $12.7M | 3.2% | −$573K | Cut−$1.48M |
| Ishares Tr | — | 28.3K | $12.1M | 3.0% | −$1.29M | Added−$944.3K |
| Ishares Tr | — | 53.7K | $10.3M | 2.6% | −$365.2K | Cut−$446.7K |
| Blackrock Etf Trust | — | 313.3K | $10.1M | 2.5% | — | New |
| Exxon Mobil Corp | — | 47.8K | $8.11M | 2.0% | $2.26M | Added$2.6M |
| Vanguard Whitehall Fds | — | 88.4K | $7.82M | 2.0% | −$257.6K | Added−$53.7K |
| Ishares Inc | — | 110.3K | $7.7M | 1.9% | $279.2K | Cut−$3.87M |
| First Tr Exch Traded Fd Iii | — | 138K | $6.99M | 1.8% | −$57.9K | Added$766.2K |
| Vanguard Index Fds | — | 10.9K | $6.51M | 1.6% | −$318.8K | Added−$260.3K |
| Ishares Tr | — | 26.2K | $6.29M | 1.6% | −$264.9K | Added−$132.6K |
| Ishares Tr | — | 61.5K | $6.19M | 1.6% | −$57.2K | Added$62.3K |
| Ishares Tr | — | 269.7K | $6.18M | 1.6% | −$1.79K | Added$5.82M |
| Diamond Hill Invt Group Inc | — | 33.6K | $5.78M | 1.5% | $87.3K | Cut$55.8K |
| Innovator Etfs Trust | — | 122.5K | $5.65M | 1.4% | −$109K | Held |
| Bondbloxx Etf Trust | — | 107.9K | $5.46M | 1.4% | −$16.7K | Added$328.4K |
| Blackrock Etf Trust | — | 150.2K | $5.44M | 1.4% | −$339.7K | Added−$156.2K |
| Sibanye Stillwater Ltd | — | 428.7K | $5.28M | 1.3% | −$827.3K | Cut−$1.72M |
| Northrop Grumman Corp | — | 7.4K | $5.05M | 1.3% | $813.6K | Added$904.4K |
| Vanguard Charlotte Fds | — | 103.1K | $4.95M | 1.2% | −$26.6K | Added$188.1K |
| Apple Inc. | AAPL | 19.1K | $4.86M | 1.2% | −$346K | Cut−$397.9K |
| Blackrock Etf Trust | — | 115.5K | $4.74M | 1.2% | — | New |
| Vanguard Mun Bd Fds | — | 91.5K | $4.56M | 1.1% | −$32.1K | Added$526.4K |
| Aim Etf Products Trust | — | 124.4K | $4.54M | 1.1% | −$65.9K | Held |
| Eli Lilly & Co | LLY | 4.91K | $4.51M | 1.1% | −$760.3K | Cut−$782.8K |
| Philip Morris Intl Inc | — | 27.1K | $4.48M | 1.1% | $129.7K | Added$268.1K |
| Ishares Tr | — | 41.9K | $4.45M | 1.1% | −$40.3K | Cut−$177.4K |
| Huntington Ingalls Inds Inc | — | 11.1K | $4.23M | 1.1% | $419.6K | Added$644.5K |
| Blackrock Etf Trust | — | 127.6K | $4.17M | 1.0% | — | New |
| Vanguard Tax-Managed Fds | — | 64K | $4.1M | 1.0% | $103K | Cut−$115.5K |
| Coterra Energy Inc | — | 109.7K | $3.85M | 1.0% | $912.4K | Added$1.13M |
| First Tr Exchng Traded Fd Vi | — | 88.2K | $3.84M | 1.0% | −$59.3K | Added$240.9K |
| J P Morgan Exchange Traded F | — | 74.4K | $3.79M | 1.0% | $2.98K | Added$41K |
| Bondbloxx Etf Trust | — | 75.5K | $3.79M | 1.0% | −$29.2K | Added$373.5K |
| Blackrock Etf Trust Ii | — | 71.8K | $3.73M | 0.9% | −$60.3K | Cut−$2.05M |
| Lovesac Company | LOVE | 251.4K | $3.71M | 0.9% | $4.83K | Added$151.2K |
| Vanguard Index Fds | — | 12.7K | $3.64M | 0.9% | −$38.3K | Cut−$168.9K |
| U Haul Holding Company | — | 80.7K | $3.6M | 0.9% | −$128.4K | Added$703.8K |
| Berkshire Hathaway Inc Del | — | 7.14K | $3.42M | 0.9% | −$161.4K | Added−$36.8K |
| J P Morgan Exchange Traded F | — | 67.6K | $3.18M | 0.8% | −$18.2K | Cut−$87.7K |
| Jpmorgan Chase & Co. | — | 10.8K | $3.17M | 0.8% | −$302.3K | Cut−$567.2K |
| Schwab Us Tips Etf | — | 118.3K | $3.15M | 0.8% | $13K | Added$274.8K |
| Nvidia Corp | NVDA | 18K | $3.13M | 0.8% | −$217.3K | Cut−$273.8K |
| Farmland Partners Inc. | FPI | 269.4K | $3.03M | 0.8% | $392.6K | Added$554.9K |
| Verizon Communications Inc | VZ | 59.3K | $2.98M | 0.7% | $537.4K | Added$664.9K |
| Ishares Tr | — | 53.8K | $2.61M | 0.7% | −$14.7K | Added$142.8K |
| Mobileye Global Inc. | MBLY | 368.8K | $2.53M | 0.6% | −$840K | Added$77K |
| Spdr Series Trust | — | 51.8K | $2.51M | 0.6% | $75.7K | Cut$49K |
| Disney Walt Co | — | 26K | $2.5M | 0.6% | −$432.2K | Added−$323K |
| Ishares Gold Tr | — | 27.1K | $2.39M | 0.6% | $189.3K | Cut−$3.32M |
| Boston Beer Co Inc | SAM | 9.94K | $2.29M | 0.6% | $338.8K | Added$416.9K |
| Kroger Co | KR | 30.4K | $2.2M | 0.6% | $298.6K | Added$313.9K |
| Cvs Health Corp | CVS | 29.5K | $2.12M | 0.5% | −$213.2K | Added−$122.6K |
| Simon Ppty Group Inc New | — | 11.4K | $2.12M | 0.5% | $15.3K | Added$118.1K |
| Unitedhealth Group Inc | UNH | 7.55K | $2.04M | 0.5% | −$404.9K | Added−$202.7K |
| Gilead Sciences, Inc. | GILD | 13.6K | $1.9M | 0.5% | $195.3K | Added$460.3K |
| Schwab Strategic Tr | — | 60.1K | $1.84M | 0.5% | $195.2K | Cut$162.4K |
| Howmet Aerospace Inc. | HWM | 7.78K | $1.79M | 0.4% | $197.7K | Cut$145.6K |
| First Solar, Inc. | FSLR | 8.48K | $1.67M | 0.4% | −$522.6K | Added−$460.9K |
| Ishares 0-3 Month | — | 16.5K | $1.66M | 0.4% | — | New |
| Gentex Corp | GNTX | 71.8K | $1.57M | 0.4% | −$95.6K | Added$1.15K |
| Ishares Tr | — | 31K | $1.57M | 0.4% | $1.21K | Cut−$11.3K |
| First Tr Exch Traded Fd Iii | — | 74.7K | $1.55M | 0.4% | $4.11K | Added$131.4K |
| Pfizer Inc | PFE | 54.4K | $1.53M | 0.4% | $156.5K | Added$302K |
| Ishares Tr | — | 15.6K | $1.45M | 0.4% | −$22.2K | Cut−$152.8K |
| Innovator Etfs Trust | — | 33.5K | $1.44M | 0.4% | −$22K | Held |
| Schwab Strategic Tr | — | 46.1K | $1.4M | 0.4% | $41K | Cut$3.32K |
| Check Point Software Tech Lt | — | 9.55K | $1.36M | 0.3% | −$387.1K | Added−$318K |
| Ishares Tr | — | 5.27K | $1.31M | 0.3% | −$148.2K | Added−$147.4K |
| Aim Etf Products Trust | — | 38K | $1.28M | 0.3% | $9.44K | Held |
| Innovator Etfs Trust | — | 32K | $1.28M | 0.3% | $11.2K | Held |
| Amazon Com Inc | AMZN | 6.12K | $1.27M | 0.3% | −$138K | Cut−$240.1K |
| Innovator Etfs Trust | — | 29.8K | $1.27M | 0.3% | −$15.8K | Held |
| Vanguard Bd Index Fds | — | 17.2K | $1.27M | 0.3% | −$6.7K | Added$104.6K |
| Alphabet Inc | — | 4.28K | $1.23M | 0.3% | −$108.3K | Added−$102.3K |
| Diageo Plc | — | 15.5K | $1.15M | 0.3% | −$167.7K | Added−$69.8K |
| Pimco Etf Tr | — | 22.2K | $1.12M | 0.3% | $453 | Cut−$10.2K |
| Innovator Etfs Trust | — | 21.4K | $1.06M | 0.3% | −$23K | Cut−$28.1K |
| Calamos Etf Tr | — | 35.6K | $1.03M | 0.3% | $8.22K | Held |
| J P Morgan Exchange Traded F | — | 17.5K | $994.3K | 0.3% | −$9.83K | Cut−$120.5K |
| J P Morgan Exchange Traded F | — | 19.2K | $959.1K | 0.2% | −$9.76K | Added−$5.37K |
| Innovator Etfs Trust | — | 22.5K | $937K | 0.2% | $6.78K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 38.3K | $879.7K | 0.2% | — | New |
| First Merchants Corp | — | 22.7K | $878.9K | 0.2% | $28.4K | Added$28.6K |
| Spdr S&P 500 Etf Tr | — | 1.24K | $805.1K | 0.2% | −$37.6K | Added−$7.05K |
| Aim Etf Products Trust | — | 25K | $790.4K | 0.2% | −$8.25K | Held |
| Innovator Etfs Trust | — | 19.7K | $789.7K | 0.2% | −$12.2K | Held |
| Spdr Series Trust | — | 13.8K | $778.8K | 0.2% | −$3.15K | Added−$2.86K |
| Vanguard Index Fds | — | 2.41K | $774.3K | 0.2% | −$34.9K | Cut−$91.2K |
| Meta Platforms, Inc. | META | 1.35K | $772.4K | 0.2% | −$118.7K | Cut−$143.2K |
| Ishares Tr | — | 8.08K | $719.3K | 0.2% | −$5.51K | Added$68.4K |
| Aim Etf Products Trust | — | 21.3K | $716.6K | 0.2% | −$13.6K | Held |
| Dominion Energy, Inc | D | 11.4K | $707.1K | 0.2% | $36.9K | Cut$17.7K |
| Duke Energy Corp New | — | 5.36K | $702.2K | 0.2% | $73.5K | Added$74.8K |
| First Tr Exchng Traded Fd Vi | — | 17.5K | $676.2K | 0.2% | −$11.6K | Held |
| Merchants Bancorp Ind | — | 15.5K | $664.1K | 0.2% | $137K | Held |
| Ishares Tr | — | 6.45K | $656.5K | 0.2% | $21.2K | Cut−$5.45K |
| Abrdn Silver Etf Trust | SIVR | 9.03K | $646.9K | 0.2% | $34K | Added$67.9K |
| Vanguard World Fd | — | 927 | $646.8K | 0.2% | −$51.9K | Held |
| Ishares Tr | — | 3.96K | $632.1K | 0.2% | −$8.36K | Held |
| Ishares Tr | — | 5.57K | $630.2K | 0.2% | −$53.7K | Added−$22K |
| Broadcom Inc. | AVGO | 1.91K | $590.2K | 0.1% | −$69.2K | Added−$63.6K |
| Ishares Tr | — | 1.84K | $586K | 0.1% | −$39.7K | Added$38.9K |
| Innovator Etfs Trust | — | 13.6K | $585.7K | 0.1% | −$11K | Held |
| Pacer Fds Tr | — | 8.54K | $534K | 0.1% | $20.4K | Cut$14.9K |
| Chevron Corp New | CVX | 2.52K | $522.1K | 0.1% | $137.5K | Cut$128.6K |
| Schwab Strategic Tr | — | 19.2K | $521.1K | 0.1% | $6.94K | Added$228.3K |
| First Tr Exchng Traded Fd Vi | — | 10K | $517.8K | 0.1% | −$11.7K | Held |
| Ishares Tr | — | 5.7K | $516K | 0.1% | $6.1K | Held |
| Microsoft Corp | MSFT | 1.3K | $481.4K | 0.1% | −$147.9K | Cut−$198.6K |
| Innovator Etfs Trust | — | 10K | $480.8K | 0.1% | −$11.7K | Held |
| Palantir Technologies Inc. | PLTR | 3.14K | $459K | 0.1% | −$98.8K | Cut−$187.6K |
| American Elec Pwr Co Inc | — | 3.25K | $425.6K | 0.1% | $51.2K | Held |
| Ishares Tr | — | 4.75K | $420.3K | 0.1% | −$4.89K | Added$10.8K |
| Innovator Etfs Trust | — | 9.98K | $417.4K | 0.1% | −$532 | Held |
| J P Morgan Exchange Traded F | — | 6.53K | $417.3K | 0.1% | −$16.4K | Added−$16K |
| Ishares Tr | — | 3.83K | $407.9K | 0.1% | −$748 | Added−$322 |
| Procter And Gamble Co | PG | 2.75K | $397.5K | 0.1% | $3.03K | Added$4.91K |
| J P Morgan Exchange Traded F | — | 8.32K | $393.5K | 0.1% | −$2.14K | Cut−$119.3K |
| Costco Whsl Corp New | — | 388 | $386.4K | 0.1% | $51.3K | Added$52.3K |
| Timothy Plan | — | 8.3K | $385.5K | 0.1% | $8.22K | Held |
| Wisdomtree Tr | — | 7.33K | $385.4K | 0.1% | $6.87K | Cut−$28.2K |
| Vanguard World Fd | — | 1.38K | $375K | 0.1% | −$21.4K | Held |
| Aim Etf Products Trust | — | 9.71K | $373.7K | 0.1% | −$5.15K | Held |
| Innovator Etfs Trust | — | 6.92K | $369.3K | 0.1% | −$11.9K | Held |
| Ishares Tr | — | 13K | $367.3K | 0.1% | −$453 | Held |
| J P Morgan Exchange Traded F | — | 7.08K | $358.1K | 0.1% | $130 | Cut−$38.8K |
| Ishares Tr | — | 1.64K | $351.2K | 0.1% | $5.28K | Added$8.49K |
| Pgim Rock Etf Tr | — | 11.7K | $348.6K | 0.1% | −$2.95K | Held |
| Mcdonalds Corp | MCD | 1.12K | $346.8K | 0.1% | $5.69K | Added$7.86K |
| Aim Etf Products Trust | — | 10.1K | $344.6K | 0.1% | −$2.56K | Held |
| Ishares Tr | — | 2.68K | $343.9K | 0.1% | −$23.7K | Held |
| Ishares Tr | — | 2.41K | $342.4K | 0.1% | $13K | Added$14.5K |
| Vanguard World Fd | — | 1.44K | $341.1K | 0.1% | −$21.3K | Cut−$9.18M |
| Ishares Tr | — | 1.37K | $339.4K | 0.1% | $2.5K | Added$9.69K |
| Ishares Tr | — | 2.28K | $332.4K | 0.1% | $10.6K | Added$10.7K |
| Nextera Energy Inc | — | 3.56K | $330.9K | 0.1% | $43.3K | Added$54.6K |
| Spdr Series Trust | — | 4.29K | $328.5K | 0.1% | −$15.4K | Added−$7.38K |
| Ishares Tr | — | 4.85K | $327.6K | 0.1% | $7.11K | Added$23.2K |
| Innovator Etfs Trust | — | 8.19K | $326K | 0.1% | $5.57K | Held |
| Coca Cola Co | KO | 4.22K | $320.6K | 0.1% | $25.8K | Added$26.7K |
| Johnson & Johnson | JNJ | 1.3K | $317.2K | 0.1% | $48.2K | Added$50.9K |
| At&T Inc | — | 10.9K | $316.6K | 0.1% | $43.9K | Added$54K |
| Ishares Tr | — | 3.38K | $308.5K | 0.1% | $17.3K | Cut$12.3K |
| Tesla, Inc. | TSLA | 821 | $305.2K | 0.1% | −$63.4K | Added−$60.4K |
| First Tr Exchng Traded Fd Vi | — | 7.11K | $297.9K | 0.1% | −$6.26K | Held |
| Ishares U S Etf Tr | — | 5.91K | $297.3K | 0.1% | $117 | Added$1.38K |
| Franklin Templeton Etf Tr | — | 7.33K | $291.8K | 0.1% | $6.75K | Cut−$4.38K |
| Pgim Rock Etf Tr | — | 9.9K | $287.3K | 0.1% | −$4.57K | Cut−$13K |
| Innovator Etfs Trust | — | 7.88K | $285.8K | 0.1% | $946 | Held |
| Pepsico Inc | PEP | 1.83K | $283.5K | 0.1% | $21.4K | Cut$18K |
| Hershey Co | HSY | 1.36K | $283.2K | 0.1% | $35.1K | Added$36.9K |
| Spdr Series Trust | — | 6.16K | $279.4K | 0.1% | — | New |
| Air Lease Corp | — | 4.17K | $270.6K | 0.1% | $2.96K | Cut−$236.6K |
| Ishares Tr | — | 3.03K | $263K | 0.1% | −$1.42K | Cut−$268.4K |
| NIKE, Inc. | NKE | 4.98K | $262.9K | 0.1% | −$50.9K | Added−$35K |
| Spdr Series Trust | — | 2.76K | $260.8K | 0.1% | $9.89K | Added$11K |
| Mckesson Corp | MCK | 300 | $259.6K | 0.1% | $13.5K | Held |
| Aim Etf Products Trust | — | 9.24K | $255.1K | 0.1% | −$7.9K | Held |
| First Tr Exchng Traded Fd Vi | — | 6.62K | $252.1K | 0.1% | −$4.17K | Held |
| Walmart Inc. | WMT | 2.03K | $251.8K | 0.1% | $26.1K | Cut$25.2K |
| Ishares Tr | — | 2.01K | $249.8K | 0.1% | $7.93K | Added$18.5K |
| Innovator Etfs Trust | — | 5.75K | $244.5K | 0.1% | −$5.06K | Held |
| Innovator Etfs Trust | — | 7.61K | $243.7K | 0.1% | $2.5K | Held |
| Ishares Tr | — | 2.42K | $241.7K | 0.1% | −$12.2K | Cut−$57.7K |
| Ishares Tr | — | 1.01K | $221.8K | 0.1% | $4.14K | Cut−$2.57M |
| Vanguard Admiral Fds Inc | — | 1.76K | $220.2K | 0.1% | $8.5K | Held |
| Sempra | — | 2.25K | $218.3K | 0.1% | — | New |
| Pacer Fds Tr | — | 5.01K | $212.7K | 0.1% | — | New |
| Aim Etf Products Trust | — | 5.47K | $212.2K | 0.1% | −$1.69K | Held |
| Uber Technologies, Inc | UBER | 2.92K | $210K | 0.1% | −$28.5K | Held |
| Select Sector Spdr Tr | — | 3.4K | $208.2K | 0.1% | — | New |
| Amgen Inc | AMGN | 587 | $206.4K | 0.1% | $14.1K | Cut$2K |
| ImmunityBio, Inc. | IBRX | 17K | $130.6K | 0.0% | — | New |
| Blink Charging Co. | BLNK | 10K | $5.69K | 0.0% | −$1K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.