BCGM Wealth Management, LLC holds a diversified book of 182 stocks worth $473.0M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Vanguard Core Bond ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P Total U.S. at 8% of the equity book. Cloning the disclosed picks since 2025 would be +8% (+11.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1830467/holdings"
Use Arkolith to show BCGM Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning BCGM Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
26% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as BCGM Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Farther Finance Advisors, LLC | 79 / 80 | $2.8B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $100.8B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $16.5B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $14.2B |
| JPMORGAN CHASE & CO | 77 / 80 | $332.3B |
| HARBOUR INVESTMENTS, INC. | 77 / 80 | $1.1B |
| LPL Financial LLC | 76 / 80 | $76.0B |
| Cetera Investment Advisers | 76 / 80 | $20.1B |
Ranked by how many of BCGM Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P TTL STK | $36.2M | 220.1K | 7.6% | ▲+75% Added · +95K sh | |
| 2 | Vanguard Malvern FDS CORE BD ETF | $25.4M | 329.4K | 5.4% | ▲New New position | |
| 3 | Ishares TR CORE S&P500 ETF | $19.7M | 26.3K | 4.2% | ▼−1.6% Reduced · −434 sh | |
| 4 | Invesco QQQ TR UNIT SER 1 | $17.1M | 23.2K | 3.6% | ▼−1.8% Reduced · −424 sh | |
| 5 | BlackRock ETF Trust ISHARES US EQUIT | $15.3M | 224.8K | 3.2% | ▲+3.2% Added · +7K sh | |
| 6 | Ishares TR RUS 1000 GRW ETF | $14.9M | 120.2K | 3.2% | ▲+325% Added · +92K sh | |
| 7 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $13.9M | 174.7K | 2.9% | ▼−16% Reduced · −34K sh | |
| 8 | BlackRock ETF Trust ISHA IN CTRY ETF | $12.3M | 337.4K | 2.6% | ▲+7.7% Added · +24K sh | |
| 9 | Eli Lilly & Co COM | $10.7M | 8.9K | 2.3% | ▲+82% Added · +4K sh | |
| 10 | Vanguard Whitehall FDS INTL DVD ETF | $8.5M | 91.4K | 1.8% | ▲+3.3% Added · +3K sh | |
| 11 | First TR Exch Traded FD III MANAGD MUN ETF | $7.6M | 147.8K | 1.6% | ▲+7.1% Added · +10K sh | |
| 12 | Vanguard Index FDS S&P 500 ETF SHS | $7.5M | 10.9K | 1.6% | ▼~0% Reduced · −3 sh | |
| 13 | Ishares TR US TREAS BD ETF | $7.2M | 315.3K | 1.5% | ▲+17% Added · +46K sh | |
| 14 | Ishares TR MSCI USA MMENTM | $6.9M | 20.2K | 1.5% | ▼−23% Reduced · −6K sh | |
| 15 | Exxon Mobil Corp COM | $6.8M | 50.0K | 1.4% | ▲+4.5% Added · +2K sh | |
| 16 | Pimco ETF TR MULTISECTOR BD | $6.6M | 249.1K | 1.4% | ▲New New position | |
| 17 | Innovator Etfs Trust US EQTY PWR BUF | $6.0M | 121.4K | 1.3% | ▼−0.9% Reduced · −1K sh | |
| 18 | Ishares Inc CORE MSCI EMKT | $5.9M | 70.7K | 1.2% | ▼−36% Reduced · −40K sh | |
| 19 | Ishares TR 10-20 YR TRS ETF | $5.8M | 57.3K | 1.2% | ▼−6.8% Reduced · −4K sh | |
| 20 | Bondbloxx ETF Trust IR M TAXAWARE | $5.7M | 112.5K | 1.2% | ▲+4.2% Added · +5K sh | |
| 21 | Philip Morris Intl Inc COM | $5.7M | 31.3K | 1.2% | ▲+15% Added · +4K sh | |
| 22 | Ishares TR MSCI USA QLT FCT | $5.6M | 25.3K | 1.2% | ▼−53% Reduced · −28K sh | |
| 23 | BlackRock ETF Trust ISHA US THEM ETF | $5.0M | 116.6K | 1.1% | ▼−22% Reduced · −34K sh | |
| 24 | Ishares TR 0-3 MTH TREASURY | $5.0M | 49.9K | 1.1% | ▲+203% Added · +33K sh | |
| 25 | BlackRock ETF Trust ISHA LA CORE ETF | $5.0M | 99.0K | 1.1% | ▼−14% Reduced · −16K sh | |
| 26 | Vanguard Charlotte FDS TOTAL INT BD ETF | $5.0M | 102.7K | 1.1% | ▼−0.3% Reduced · −348 sh | |
| 27 | U Haul Holding Company COM SER N | $4.9M | 85.8K | 1.0% | ▲+6.3% Added · +5K sh | |
| 28 | Vanguard Mun BD FDS TAX EXEMPT BD | $4.9M | 96.2K | 1.0% | ▲+5.2% Added · +5K sh | |
| 29 | Aim ETF Products Trust ALLIA US JAN ETF | $4.8M | 124.4K | 1.0% | —Held | |
| 30 | BlackRock ETF Trust ISHARES DEFENSE | $4.7M | 148.2K | 1.0% | ▲+16% Added · +21K sh | |
| 31 | Ishares TR NATIONAL MUN ETF | $4.4M | 40.9K | 0.9% | ▼−2.5% Reduced · −1K sh | |
| 32 | Lovesac Co COM | $4.4M | 263.2K | 0.9% | ▲+4.7% Added · +12K sh | |
| 33 | Louisiana Pac Corp COM | $4.1M | 52.3K | 0.9% | ▲New New position | |
| 34 | First TR Exchng Traded FD VI SMITH OPPORT FXD | $4.0M | 92.8K | 0.9% | ▲+5.2% Added · +5K sh | |
| 35 | Northrop Grumman Corp COM | $3.9M | 7.8K | 0.8% | ▲+4.8% Added · +352 sh | |
| 36 | Bondbloxx ETF Trust IR M TAX AWARE | $3.9M | 76.8K | 0.8% | ▲+1.8% Added · +1K sh | |
| 37 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $3.9M | 82.9K | 0.8% | ▲+23% Added · +15K sh | |
| 38 | Apple Inc COM | $3.9M | 13.4K | 0.8% | ▼−30% Reduced · −6K sh | |
| 39 | Mobileye Global Inc COMMON CLASS A | $3.9M | 399.4K | 0.8% | ▲+8.3% Added · +31K sh | |
| 40 | BlackRock ETF Trust II ISHA FLEX IN ETF | $3.8M | 73.3K | 0.8% | ▲+2.1% Added · +1K sh | |
| 41 | Vanguard Index FDS MID CAP ETF | $3.7M | 45.9K | 0.8% | ▲+262% Added · +33K sh | |
| 42 | Sibanye Stillwater Ltd SPONSORED ADR | $3.7M | 435.2K | 0.8% | ▲+1.5% Added · +7K sh | |
| 43 | JPMorgan Chase & Co COM | $3.6M | 11.1K | 0.8% | ▲+2.6% Added · +286 sh | |
| 44 | Nvidia Corporation COM | $3.6M | 18.0K | 0.8% | ▲+0.5% Added · +86 sh | |
| 45 | Gentex Corp COM | $3.6M | 140.5K | 0.8% | ▲+96% Added · +69K sh | |
| 46 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.5M | 48.7K | 0.7% | ▼−24% Reduced · −15K sh | |
| 47 | Unitedhealth Group Inc COM | $3.3M | 8.0K | 0.7% | ▲+6.3% Added · +478 sh | |
| 48 | Schwab Strategic TR US TIPS ETF | $3.3M | 124.4K | 0.7% | ▲+5.2% Added · +6K sh | |
| 49 | Huntington Ingalls Inds Inc COM | $3.2M | 11.5K | 0.7% | ▲+3.0% Added · +340 sh | |
| 50 | CVS Health Corp COM | $3.2M | 30.6K | 0.7% | ▲+3.6% Added · +1K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.