BCGM Wealth Management, LLC
Q2 2025 13F Holdings
- Locationlafayette, IN
- Num holdings
163
- Value ($000)
$354,632
- Date Filed08/05/2025
- Form type13F-HR
- CIK0001830467
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $17.02M | 5 % | 27,405 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $15.94M | 5 % | 87,206 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $15.65M | 4 % | 115,877 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $14.12M | 4 % | 25,597 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $12.19M | 3 % | 28,705 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $11.39M | 3 % | 199,702 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $10.80M | 3 % | 198,272 | ||
JAVA J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 | $9.80M | 3 % | 149,549 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $7.64M | 2 % | 84,831 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $6.15M | 2 % | 102,404 |
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