BCGM Wealth Management, LLC

Q4 2025 13F Holdings

  • Location
    lafayette, IN
  • Num holdings

    175

  • Value ($000)

    $391,860

  • Date Filed
    01/07/2026
  • Form type
    13F-HR
  • CIK
    0001830467
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
$18.65 M
5 %

27,221

I
ITOT

ISHARES TR

CORE S&P TTL STK
$16.73 M
4 %

112,499

J
JAVA

J P MORGAN EXCHANGE TRADED F

ACTIVE VALUE ETF
$15.08 M
4 %

210,296

N
NDQ

INVESCO QQQ TR

UNIT SER 1
$14.74 M
4 %

24,002

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$14.15 M
4 %

232,755

I
IWF

ISHARES TR

RUS 1000 GRW ETF
$13.00 M
3 %

27,473

I
IEMG

ISHARES INC

CORE MSCI EMKT
$11.57 M
3 %

172,108

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
$10.74 M
3 %

54,070

M
MGC

VANGUARD WORLD FD

MEGA CAP INDEX
$9.52 M
2 %

37,905

V
VIGI

VANGUARD WHITEHALL FDS

INTL DVD ETF
$7.88 M
2 %

86,139

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