BCGM Wealth Management, LLC
CIK 1830467
13F filing for Q2 2026・No. 4,032
- Holdings
- US$472.99M
- Quarter change
- +US$74.88M
- Entries
- 182
- Net bought (estimate)
- +US$42.34M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 13
- Cut 52
- Added 78
- Corporate actions 0
- Unchanged 35
Largest holdings
182 stocks worth US$472.99M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRCORE S&P TTL STK | Added | 220,096 | US$36.16M | 7.64% |
| VANGUARD MALVERN FDSCORE BD ETF | New | 329,425 | US$25.44M | 5.38% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 26,331 | US$19.72M | 4.17% |
| QQQInvesco QQQUNIT SER 1 | Cut | 23,222 | US$17.1M | 3.62% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 224,827 | US$15.29M | 3.23% |
| IWFISHARES TRRUS 1000 GRW ETF | AddedSplit 4:1 | 120,216 | US$14.93M | 3.16% |
| J P MORGAN EXCHANGE TRADED FACTIVE VALUE ETF | Cut | 174,732 | US$13.88M | 2.93% |
| BLACKROCK ETF TRUSTISHA IN CTRY ETF | Added | 337,387 | US$12.35M | 2.61% |
| LLYELI LILLY & COCOM | Added | 8,946 | US$10.73M | 2.27% |
| VANGUARD WHITEHALL FDSINTL DVD ETF | Added | 91,367 | US$8.53M | 1.80% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.