BCGM Wealth Management, LLC
•CIK: 1830467•Filing: Q4 2025
**BCGM Wealth Management, LLC** manages $392M across a diversified portfolio of 175 positions. The firm exhibits a notable allocation to broad market indices and sector ETFs, with top holdings including IVV at $18.6M and ITOT at $16.7M. Significant weightings are also observed in technology and specialized indices, such as JAVA ($15.1M) and NDQ ($14.7M). This structure suggests a core strategy focused on capturing broad market beta while maintaining targeted exposure to key growth sectors.
Total AUM
$391.9M
+ $3.6K in options
QoQ Performance
+2.0%
Positions
95
+ 1 option
Top 10 Concentration
33.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV4.8%
ITOT4.3%
JAVA3.8%
NDQ3.8%
DYNF3.6%
IWF3.3%
IEMG3.0%
QUAL2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.9%
ETF6.7%
Healthcare3.3%
Technology3.1%
Financial2.4%
Energy1.4%
Consumer0.8%
Communication0.8%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW9 new positions
↑69 increased
↓55 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023