BCGM Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    lafayette, IN
  • CIK
    0001830467
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

149

$315.24M
ITOT, IVV, QUAL, NDQ
13F-HR
Feb 4, 2025
000176538025000033

154

$308.28M
ITOT, IVV, JCPB, QUAL
13F-HR
Nov 6, 2024
000176538024000402

150

$288.67M
ITOT, IVV, QUAL, NDQ
13F-HR
Jul 30, 2024
000176538024000245

145

$278.60M
ITOT, IVV, QUAL, NDQ
13F-HR
May 7, 2024
000176538024000193

134

$245.59M
ITOT, IVV, SCHD, NDQ
RESTATEMENT
Feb 13, 2024
000176538024000105

120

$217.67M
ITOT, SCHD, IVV, NDQ
13F-HR
Nov 8, 2023
000176538023000213

116

$227.07M
IVV, SCHD, NDQ, JMST
13F-HR
Aug 7, 2023
000176538023000128

96

$198.26M
IVV, SCHD, VIGI, JMST
13F-HR
May 2, 2023
000176538023000070

108

$205.62M
IVV, SCHD, NDQ, JMST
13F-HR
Feb 7, 2023
000176538023000030

109

$200.21M
IVV, SCHD, NDQ, JMST
13F-HR
Nov 3, 2022
000176538022000138

104

$197.19M
IVV, SCHD, NDQ, VIGI
13F-HR
Aug 1, 2022
000183046722000005

106

$184.02M
IVV, SCHD, VOO, NDQ
13F-HR
May 2, 2022
000183046722000004

107

$186.09M
IVV, BBUS, VOO, NDQ
13F-HR
Feb 1, 2022
000183046722000002

101

$179.63M
IVV, BBUS, ISTB, VOO
13F-HR
Nov 1, 2021
000183046721000007

97

$168.68M
IVV, BBUS, ISTB, VOO
13F-HR
Aug 2, 2021
000183046721000006

94

$146.25M
IVV, NDQ, VOO, ISTB
13F-HR
Apr 21, 2021
000183046721000003

95

$141.22M
IVV, NDQ, SCHV, VOO
13F-HR
Feb 16, 2021
000183046721000002
Bcgm Wealth Management, Llc 13F Filings