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BCGM Wealth Management, LLC
BCGM Wealth Management, LLC is an institution, managing $380.3M across 169 long positions as of Q3 2025 with 68% ETF concentration and minimal technology exposure.
- Portfolio Value
- $380.3M
- Positions
- 169
- Top Holding
- IVV at 4.82%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BCGM Wealth Management, LLC's portfolio (34.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $18.3M | 4.82% | -$10.0K Sold | — 27.4K shares | |
ETF ETF | $17.2M | 4.53% | +$282.2K Bought | — 88.7K shares | |
ETF ETF | $16.8M | 4.41% | -$92.5K Sold | — 115.2K shares | |
ETF ETF | $14.6M | 3.84% | -$751.1K Sold | — 24.3K shares | |
ETF ETF | $13.7M | 3.61% | +$2.0M Bought | — 232.0K shares | |
ETF ETF | $13.0M | 3.43% | -$396.3K Sold | — 27.9K shares | |
ETF ETF | $10.8M | 2.85% | +$533.9K Bought | — 157.3K shares | |
ETF ETF | $9.3M | 2.44% | +$4.6M Bought | — 38.1K shares | |
Unknown Unknown | $7.9M | 2.09% | +$140.8K Bought | — 705.5K shares | |
ETF ETF | $7.8M | 2.05% | +$184.6K Bought | — 86.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BCGM Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-80.83% | |
-50.18% | |
-45.77% | |
-43.33% |
Analytics
Portfolio insights and performance metrics for BCGM Wealth Management, LLC
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