Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BCGM Wealth Management, LLC (CIK 1830467) reported $398.1M across 178 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($17.9M, 4.49%), IVV ($17.5M, 4.39%), JAVA ($15.0M, 3.76%), QQQ ($13.6M, 3.43%), DYNF ($12.7M, 3.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $17.9M | 4.49% | 125,569 | Added |
| 2 | IVV | ISHARES TR | $17.5M | 4.39% | 26,765 | Trimmed |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | $15.0M | 3.76% | 208,721 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $13.6M | 3.43% | 23,646 | Trimmed |
| 5 | DYNF | BLACKROCK ETF TRUST | $12.7M | 3.18% | 217,879 | Trimmed |
| 6 | IWF | ISHARES TR | $12.1M | 3.03% | 28,280 | Added |
| 7 | QUAL | ISHARES TR | $10.3M | 2.59% | 53,660 | Trimmed |
| 8 | CORO | BLACKROCK ETF TRUST | $10.1M | 2.53% | 313,306 | New |
| 9 | XOM | EXXON MOBIL CORP | $8.1M | 2.04% | 47,817 | Added |
| 10 | VIGI | VANGUARD WHITEHALL FDS | $7.8M | 1.97% | 88,444 | Added |
| 11 | IEMG | ISHARES INC | $7.7M | 1.93% | 110,347 | Trimmed |
| 12 | FMB | FIRST TR EXCH TRADED FD III | $7.0M | 1.76% | 138,020 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $6.5M | 1.63% | 10,889 | Added |
| 14 | MTUM | ISHARES TR | $6.3M | 1.58% | 26,214 | Added |
| 15 | TLH | ISHARES TR | $6.2M | 1.56% | 61,488 | Added |
| 16 | GOVT | ISHARES TR | $6.2M | 1.55% | 269,727 | Added |
| 17 | DHIL | DIAMOND HILL INVT GROUP INC | $5.8M | 1.45% | 33,593 | Trimmed |
| 18 | PJAN | INNOVATOR ETFS TRUST | $5.6M | 1.42% | 122,471 | Hold |
| 19 | TAXX | BONDBLOXX ETF TRUST | $5.5M | 1.37% | 107,931 | Added |
| 20 | THRO | BLACKROCK ETF TRUST | $5.4M | 1.37% | 150,235 | Added |
| 21 | SBSW | SIBANYE STILLWATER LTD | $5.3M | 1.33% | 428,656 | Trimmed |
| 22 | NOC | NORTHROP GRUMMAN CORP | $5.0M | 1.27% | 7,398 | Added |
| 23 | BNDX | VANGUARD CHARLOTTE FDS | $5.0M | 1.24% | 103,089 | Added |
| 24 | AAPL | APPLE INC | $4.9M | 1.22% | 19,143 | Trimmed |
| 25 | BLCR | BLACKROCK ETF TRUST | $4.7M | 1.19% | 115,498 | New |
Source: SEC Form 13F filings · as of 2026-03-31