BCGM Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, BCGM Wealth Management, LLC held in its portfolio 161 assets valued at $391,859,714 (i.e. $391.86M).
The most valuable assets in the portfolio included: ISHARES TR ($18.65M), ISHARES TR ($16.73M), and J P MORGAN EXCHANGE TRADED F ($15.08M).
The chart below shows the top 10 valuable assets, and the table below shows the top 161 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BCGM Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 27221 | 18645076 | CORE S&P500 ETF |
| ISHARES TR | 112499 | 16727461 | CORE S&P TTL STK |
| J P MORGAN EXCHANGE TRADED F | 210296 | 15082402 | ACTIVE VALUE ETF |
| INVESCO QQQ TR | 24002 | 14744797 | UNIT SER 1 |
| BLACKROCK ETF TRUST | 232755 | 14153823 | ISHARES US EQUIT |
| ISHARES TR | 27473 | 13002940 | RUS 1000 GRW ETF |
| ISHARES INC | 172108 | 11569077 | CORE MSCI EMKT |
| ISHARES TR | 54070 | 10739288 | MSCI USA QLT FCT |
| INNOVATOR ETFS TRUST | 236944 | 10554506 | US EQTY PWR BUF |
| VANGUARD WORLD FD | 37905 | 9520561 | MEGA CAP INDEX |
| VANGUARD WHITEHALL FDS | 86139 | 7877422 | INTL DVD ETF |
| SIBANYE STILLWATER LTD | 491358 | 7001852 | SPONSORED ADR |
| VANGUARD INDEX FDS | 10791 | 6767114 | S&P 500 ETF SHS |
| ISHARES TR | 25663 | 6423691 | MSCI USA MMENTM |
| FIRST TR EXCH TRADED FD III | 121753 | 6225865 | MANAGD MUN ETF |
| ISHARES TR | 60301 | 6130760 | 10-20 YR TRS ETF |
| BLACKROCK ETF TRUST II | 109568 | 5781915 | ISHARES FLEXIBLE |
| DIAMOND HILL INVT GROUP INC | 33779 | 5725623 | COM NEW |
| ISHARES GOLD TR | 70338 | 5709335 | ISHARES NEW |
| BLACKROCK ETF TRUST | 145168 | 5597667 | ISHARES US THEMA |
| EXXON MOBIL CORP | 45793 | 5510779 | COM |
| ELI LILLY & CO | 4930 | 5297766 | COM |
| APPLE INC | 19334 | 5256193 | COM |
| BONDBLOXX ETF TRUST | 101105 | 5128046 | IR M TAXAWARE |
| AIM ETF PRODUCTS TRUST | 134141 | 4983891 | ALLIANZIM US EQU |
| VANGUARD CHARLOTTE FDS | 98621 | 4765343 | TOTAL INT BD ETF |
| ISHARES TR | 43212 | 4628441 | NATIONAL MUN ETF |
| VANGUARD TAX-MANAGED FDS | 67475 | 4215145 | VAN FTSE DEV MKT |
| PHILIP MORRIS INTL INC | 26257 | 4211616 | COM |
| NORTHROP GRUMMAN CORP | 7265 | 4142713 | COM |
| VANGUARD MUN BD FDS | 80294 | 4037974 | TAX EXEMPT BD |
| SPDR SERIES TRUST | 73110 | 3823632 | STATE STREET SPD |
| VANGUARD INDEX FDS | 13117 | 3806738 | MID CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 73666 | 3752522 | ULTRA SHT MUNCPL |
| JPMORGAN CHASE & CO. | 11594 | 3735830 | COM |
| FIRST TR EXCHNG TRADED FD VI | 81277 | 3602199 | SMITH OPPORT FXD |
| HUNTINGTON INGALLS INDS INC | 10534 | 3582297 | COM |
| LOVESAC COMPANY | 241532 | 3562597 | COM |
| BERKSHIRE HATHAWAY INC DEL | 6883 | 3459740 | CL B NEW |
| BONDBLOXX ETF TRUST | 67465 | 3413729 | IR M TAX AWARE |
| NVIDIA CORPORATION | 18263 | 3406096 | COM |
| J P MORGAN EXCHANGE TRADED F | 69027 | 3268442 | CORE PLUS BD ETF |
| U HAUL HOLDING COMPANY | 62030 | 2899282 | COM SER N |
| SCHWAB STRATEGIC TR | 108460 | 2873104 | US TIPS ETF |
| DISNEY WALT CO | 24855 | 2827768 | COM |
| ISHARES TR | 13024 | 2796123 | US AER DEF ETF |
| COTERRA ENERGY INC | 103443 | 2722624 | COM |
| FARMLAND PARTNERS INC | 254918 | 2470157 | COM |
| ISHARES TR | 50574 | 2465499 | CORE 1 5 YR USD |
| MOBILEYE GLOBAL INC | 235292 | 2456448 | COMMON CLASS A |
| VERIZON COMMUNICATIONS INC | 56746 | 2311257 | COM |
| UNITEDHEALTH GROUP INC | 6802 | 2245332 | COM |
| CVS HEALTH CORP | 28279 | 2244236 | COM |
| FIRST SOLAR INC | 8170 | 2134249 | COM |
| SIMON PPTY GROUP INC NEW | 10803 | 1999725 | COM |
| KROGER CO | 30229 | 1888734 | COM |
| BOSTON BEER INC | 9605 | 1874224 | CL A |
| CHECK POINT SOFTWARE TECH LT | 9064 | 1681916 | ORD |
| SCHWAB STRATEGIC TR | 61252 | 1680142 | US DIVIDEND EQ |
| HOWMET AEROSPACE INC | 8031 | 1646595 | COM |
| ISHARES TR | 16979 | 1598765 | MSCI USA MIN VOL |
| ISHARES TR | 31202 | 1578213 | ULTRA SHORT DUR |
| GENTEX CORP | 67332 | 1566821 | COM |
| AMAZON COM INC | 6563 | 1514872 | COM |
| ISHARES TR | 5271 | 1459711 | RUS TP200 GR ETF |
| GILEAD SCIENCES INC | 11746 | 1441731 | COM |
| FIRST TR EXCH TRADED FD III | 68580 | 1415494 | MERGER ARBITRA |
| SCHWAB STRATEGIC TR | 47323 | 1401243 | US LCAP VA ETF |
| ALPHABET INC | 4259 | 1332983 | CAP STK CL A |
| INNOVATOR ETFS TRUST | 29776 | 1287812 | US EQTY PWR BF |
| AIM ETF PRODUCTS TRUST | 38018 | 1275333 | US LAGCP B20 MAY |
| PFIZER INC | 49218 | 1225528 | COM |
| DIAGEO PLC | 14189 | 1224081 | SPON ADR NEW |
| INNOVATOR ETFS TRUST | 30067 | 1171411 | US SML CP PWR B |
| VANGUARD BD INDEX FDS | 15684 | 1161701 | TOTAL BND MRKT |
| PIMCO ETF TR | 22459 | 1132619 | SHTRM MUN BD ACT |
| J P MORGAN EXCHANGE TRADED F | 19476 | 1114792 | EQUITY PREMIUM |
| INNOVATOR ETFS TRUST | 21452 | 1088966 | US EQTY BUFR JUL |
| CALAMOS ETF TR | 35650 | 1020481 | S P 500 STRUCTUR |
| J P MORGAN EXCHANGE TRADED F | 19097 | 964419 | MUNICIPAL ETF |
| FIRST TR EXCHNG TRADED FD VI | 24120 | 944036 | FT VEST U.S EQT |
| META PLATFORMS INC | 1387 | 915545 | CL A |
| VANGUARD INDEX FDS | 2582 | 865567 | TOTAL STK MKT |
| FIRST MERCHANTS CORP | 22687 | 850296 | COM |
| FIRST TR EXCHNG TRADED FD VI | 17107 | 833609 | FT VEST US EQT |
| SPDR S&P 500 ETF TR | 1191 | 812167 | TR UNIT |
| INVESCO EXCHANGE TRADED FD T | 10677 | 801309 | S&P500 QUALITY |
| AIM ETF PRODUCTS TRUST | 25022 | 798662 | ALLIANZIM US LRG |
| AIM ETF PRODUCTS TRUST | 21302 | 730233 | ALLIANZIM US EQ |
| VANGUARD WORLD FD | 927 | 698605 | INF TECH ETF |
| DOMINION ENERGY INC | 11765 | 689332 | COM |
| MICROSOFT CORP | 1406 | 680058 | COM |
| ISHARES TR | 6721 | 662002 | CONV BD ETF |
| BROADCOM INC | 1889 | 653872 | COM |
| ISHARES TR | 5291 | 652203 | S&P 500 GRWT ETF |
| PGIM ROCK ETF TR | 21920 | 651818 | S&P 500 BUFFER |
| ISHARES TR | 7252 | 650940 | SYSTEMATIC BD ET |
| PALANTIR TECHNOLOGIES INC | 3638 | 646655 | CL A |
| ISHARES TR | 3964 | 640487 | MSCI USA SZE FT |
| DUKE ENERGY CORP NEW | 5353 | 627411 | COM NEW |
| ABRDN SILVER ETF TRUST | 8561 | 579066 | PHYSCL SILVR SHS |
| ISHARES TR | 1595 | 547130 | S&P 100 ETF |
| ISHARES TR | 6097 | 531420 | 20 YR TR BD ETF |
| MERCHANTS BANCORP IND | 15477 | 527157 | COM |
| PACER FDS TR | 8627 | 519069 | US CASH COWS 100 |
| J P MORGAN EXCHANGE TRADED F | 10782 | 512774 | SHORT DURA CORE |
| ISHARES TR | 5700 | 509918 | CORE MSCI EAFE |
| AIR LEASE CORP | 7896 | 507160 | CL A |
| INNOVATOR ETFS TRUST | 10000 | 492500 | US EQTY BUF SEP |
| J P MORGAN EXCHANGE TRADED F | 6522 | 433269 | HEDGED EQUITY LA |
| WISDOMTREE TR | 8014 | 413528 | US MIDCAP DIVID |
| ISHARES TR | 4573 | 409558 | CORE 80/20 AGGRE |
| ISHARES TR | 3826 | 408203 | SHRT NAT MUN ETF |
| J P MORGAN EXCHANGE TRADED F | 7846 | 396944 | ULTRA SHRT ETF |
| VANGUARD WORLD FD | 1377 | 396338 | HEALTH CAR ETF |
| CHEVRON CORP NEW | 2582 | 393530 | COM |
| PROCTER AND GAMBLE CO | 2739 | 392573 | COM |
| INNOVATOR ETFS TRUST | 6925 | 381245 | US EQTY BUFR JAN |
| TIMOTHY PLAN | 8300 | 377235 | US LRGMD CP CORE |
| AMERICAN ELEC PWR CO INC | 3247 | 374412 | COM |
| ISHARES TR | 13045 | 367783 | LARGE CAP MAX BU |
| ISHARES TR | 2684 | 367547 | RUS MD CP GR ETF |
| TESLA INC | 813 | 365622 | COM |
| ISHARES TR | 15582 | 358771 | US TREAS BD ETF |
| BLACKROCK ETF TRUST II | 7328 | 356709 | ISHARES HIGH YIE |
| AIM ETF PRODUCTS TRUST | 10108 | 347139 | US LARCP B20 MAR |
| ISHARES TR | 1629 | 342724 | RUS 1000 VAL ETF |
| MCDONALDS CORP | 1109 | 338937 | COM |
| COSTCO WHSL CORP NEW | 387 | 334075 | COM |
| ISHARES TR | 1339 | 329691 | RUSSELL 2000 ETF |
| ISHARES TR | 2398 | 327913 | MSCI USA VALUE |
| ISHARES TR | 2280 | 321637 | RUS MDCP VAL ETF |
| INNOVATOR ETFS TRUST | 8191 | 320432 | US EQT PWR BUF |
| ISHARES TR | 4612 | 304366 | CORE S&P MCP ETF |
| ISHARES TR | 2852 | 299433 | GLOBAL TECH ETF |
| NIKE INC | 4676 | 297908 | CL B |
| ISHARES TR | 3434 | 296181 | MSCI EAFE MIN VL |
| FRANKLIN TEMPLETON ETF TR | 7615 | 296136 | INTL COR DIV TIL |
| ISHARES U S ETF TR | 5880 | 295897 | SHORT MATURITY M |
| COCA COLA CO | 4205 | 293975 | COM |
| SCHWAB STRATEGIC TR | 11020 | 292801 | FUNDAMENTAL US B |
| INNOVATOR ETFS TRUST | 7877 | 284832 | INTRNL DEV JAN |
| NEXTERA ENERGY INC | 3441 | 276238 | COM |
| JOHNSON & JOHNSON | 1287 | 266249 | COM |
| PEPSICO INC | 1850 | 265535 | COM |
| AIM ETF PRODUCTS TRUST | 9240 | 262977 | ALLIANZIM US EQT |
| AT&T INC | 10571 | 262588 | COM |
| HERSHEY CO | 1353 | 246293 | COM |
| MCKESSON CORP | 300 | 246087 | COM |
| ELEVANCE HEALTH INC FORMERLY | 696 | 243983 | COM |
| UBER TECHNOLOGIES INC | 2919 | 238511 | COM |
| ISHARES TR | 1925 | 231308 | CORE S&P SCP ETF |
| APPLOVIN CORP | 337 | 227077 | COM CL A |
| WALMART INC | 2034 | 226608 | COM |
| AIM ETF PRODUCTS TRUST | 5467 | 213869 | US LRGCP B20 JUL |
| VANGUARD ADMIRAL FDS INC | 1761 | 211696 | MIDCP 400 GRTH |
| THORNBURG ETF TR | 6638 | 208100 | INTL EQUITY ETF |
| AMGEN INC | 624 | 204403 | COM |
| VANGUARD INDEX FDS | 415 | 202268 | GROWTH ETF |
| BLINK CHARGING CO | 10035 | 6693 | COM |
| ARES CAPITAL CORP | 14200 | 3591 | COM |
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