BCGM Wealth Management, LLC holds a diversified book of 182 reported positions 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 reported non-option book. Cloning the disclosed picks since 2025 would be +7% (+8.2%/yr). That is a simulation of the disclosed long book, not audited returns.
BCGM Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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
+5 sectors below the cut, 4% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as BCGM Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Swiss Re Ltd | 18 / 80 | $1.0B |
| Fortune 45 LLC | 8 / 80 | $173.5M |
| Alternative Investment Advisors, LLC. | 11 / 80 | $189.5M |
| Potomac Fund Management Inc | 10 / 80 | $2.7B |
| Strategic Advisory Partners, LLC | 11 / 80 | $97.1M |
| Daniel Investment Group, Inc. | 9 / 80 | $115.9M |
| Financial Life Planners | 26 / 80 | $104.4M |
Ranked by the share of each fund's own book sitting in the names it shares with BCGM Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.