Bcgm Wealth Management, LLC Portfolio Holdings

Bcgm Wealth Management, LLC

  • $344 Million
  • Q4 2025

Bcgm Wealth Management, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $344 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $18.4M, Ishares Core S&P Total U.S. St with a value of $16.5M, Jp Morgan ETF Fd Tr Active Val with a value of $14.6M, Invesco Qqq Trust, Series 1 with a value of $14.5M, and Blackrock ETF Tr U S Equity Fa with a value of $14M.

Examining the 13F form we can see an decrease of $3.65M in the current position value, from $347M to 344M.

Below you can find more details about Bcgm Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $344 Million
ETFs: $244 Million
Technology: $14.9 Million
Healthcare: $13.1 Million
Financial Services: $13 Million
Consumer Defensive: $11 Million
Industrials: $9.55 Million
Energy: $8.51 Million
Communication Services: $7.24 Million
Other: $19 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.4 Million 5.35% of portfolio
27,221
Q4 2025 Reduced 0.62%
$0
$16.5 Million 4.79% of portfolio
112,499
Q4 2025 Reduced 2.38%
$0
$14.6 Million 4.26% of portfolio
210,296
Q4 2025 Added 33.7%
$0
$14.5 Million 4.21% of portfolio
24,002
Q4 2025 Reduced 1.41%
$0
$14 Million 4.06% of portfolio
232,755
Q4 2025 Added 0.33%
$0
$12.9 Million 3.76% of portfolio
27,473
Q4 2025 Reduced 1.39%
$0
$10.5 Million 3.06% of portfolio
54,070
Q4 2025 Reduced 39.01%
$0
$9.38 Million 2.73% of portfolio
37,905
Q4 2025 Reduced 0.46%
$0
$9.23 Million 2.69% of portfolio
172,108
Q4 2025 Added 48.77%
$0
$7.8 Million 2.27% of portfolio
86,139
Q4 2025 Reduced 0.87%
$0
$6.67 Million 1.94% of portfolio
10,791
Q4 2025 Added 0.21%
$0
$6.31 Million 1.84% of portfolio
25,663
Q4 2025 Added 44.96%
$0
$6.23 Million 1.81% of portfolio
121,753
Q4 2025 Reduced 2.02%
$0
$6.19 Million 1.8% of portfolio
60,301
Q4 2025 Reduced 7.97%
$0
$5.65 Million 1.64% of portfolio
122,471
Q2 2025 Added 1.11%
$7.86B
$5.46 Million 1.59% of portfolio
491,358
Q4 2025 Reduced 30.35%
$65.3B
$5.41 Million 1.57% of portfolio
70,338
Q4 2025 Reduced 1.83%
$4.3T
$5.17 Million 1.5% of portfolio
19,334
Q4 2025 Reduced 0.25%
$971B
$5.04 Million 1.46% of portfolio
4,930
Q4 2025 Added 0.06%
$0
$4.88 Million 1.42% of portfolio
98,621
Q4 2025 Added 2.68%
$0
$4.62 Million 1.34% of portfolio
43,212
Q4 2025 Reduced 0.21%
$393M
$4.4 Million 1.28% of portfolio
33,779
Q4 2025 Added 65.63%
$0
$4.14 Million 1.2% of portfolio
67,475
Q4 2025 Reduced 32.17%
$86.7B
$4.09 Million 1.19% of portfolio
7,265
Q4 2025 Added 3.49%
$237B
$4.01 Million 1.17% of portfolio
26,257
Q4 2025 Added 1.39%
$0
$4.04 Million 1.17% of portfolio
80,294
Q4 2025 Added 0.36%
$0
$3.75 Million 1.09% of portfolio
73,666
Q4 2025 Reduced 3.32%
$0
$3.76 Million 1.09% of portfolio
13,117
Q4 2025 Reduced 1.96%
$0
$3.61 Million 1.05% of portfolio
81,277
Q4 2025 Added 2.0%
$662B
$3.5 Million 1.02% of portfolio
6,883
Q4 2025 Added 3.36%
$881B
$3.48 Million 1.01% of portfolio
11,594
Q4 2025 Reduced 26.49%
$465B
$3.41 Million 0.99% of portfolio
18,263
Q4 2025 Reduced 4.65%
$12.5B
$3.31 Million 0.96% of portfolio
10,534
Q4 2025 Added 2.07%
$0
$3.27 Million 0.95% of portfolio
69,027
Q4 2025 Added 13.34%
$185M
$2.94 Million 0.85% of portfolio
241,532
Q4 2025 Added 77.36%
$0
$2.91 Million 0.85% of portfolio
108,460
Q4 2025 Added 1.8%
$0
$2.9 Million 0.84% of portfolio
235,292
Q4 2025 Added 5.54%
$21B
$2.72 Million 0.79% of portfolio
103,443
Q4 2025 Reduced 2.05%
$0
$2.68 Million 0.78% of portfolio
13,024
Q4 2025 Added 2.33%
$193B
$2.63 Million 0.76% of portfolio
24,855
Q4 2025 Added 2.24%
$529M
$2.47 Million 0.72% of portfolio
254,918
Q4 2025 Added 5.38%
$0
$2.46 Million 0.72% of portfolio
50,574
Q4 2025 Added 0.68%
$0
$2.39 Million 0.69% of portfolio
52,418
Q4 2025 Reduced 1.67%
$172B
$2.33 Million 0.68% of portfolio
56,746
Q4 2025 Added 2.8%
$103B
$2.22 Million 0.64% of portfolio
28,279
Q4 2025 Added 0.92%
$300B
$2.18 Million 0.63% of portfolio
6,802
Q4 2025 Added 4.42%
$27B
$2.07 Million 0.6% of portfolio
8,170
Q4 2025 Reduced 19.0%
$47.8B
$2.02 Million 0.59% of portfolio
30,229
Q4 2025 Added 1.72%
$59.8B
$1.97 Million 0.57% of portfolio
10,803
Q4 2025 Added 1.62%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $344 Million
  • Prior Value $347 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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