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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.86B
$5.46 Million 1.59% of portfolio
491,358
Q4 2025 Reduced 30.35%
$490B
$5.39 Million 1.57% of portfolio
45,793
Q4 2025 Added 5.3%
$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%
$393M
$4.4 Million 1.28% of portfolio
33,779
Q4 2025 Added 65.63%
$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%
$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%
$185M
$2.94 Million 0.85% of portfolio
241,532
Q4 2025 Added 77.36%
$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%
$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%
$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%
$2.03B
$1.9 Million 0.55% of portfolio
9,605
Q4 2025 Added 1.2%
$24.8B
$1.79 Million 0.52% of portfolio
9,064
Q4 2025 Added 3.12%
$84.4B
$1.63 Million 0.47% of portfolio
8,031
Q4 2025 Reduced 0.31%
$2.39T
$1.54 Million 0.45% of portfolio
6,563
Q4 2025 Added 0.02%
$5.38B
$1.54 Million 0.45% of portfolio
67,332
Q4 2025 Added 2.53%
$156B
$1.46 Million 0.42% of portfolio
11,746
Q4 2025 New
$53B
$1.32 Million 0.38% of portfolio
14,189
Q4 2025 Reduced 21.98%
$141B
$1.23 Million 0.36% of portfolio
49,218
Q4 2025 New
$1.65T
$1.18 Million 0.34% of portfolio
4,259
Q4 2025 Added 0.02%
$1.37T
$845,000 0.25% of portfolio
1,387
Q4 2025 Added 2.29%
$2.14B
$822,000 0.24% of portfolio
22,687
Q4 2025 Added 0.03%
$3.78T
$713,000 0.21% of portfolio
1,406
Q4 2025 Reduced 3.7%
$50.4B
$712,000 0.21% of portfolio
11,765
Q4 2025 Reduced 0.09%
$96.4B
$670,000 0.19% of portfolio
5,353
Q4 2025 Added 0.22%
$139B
$647,000 0.19% of portfolio
1,889
Q4 2025 Added 0.16%
$342B
$633,000 0.18% of portfolio
3,638
Q3 2025 New
$7.09B
$504,000 0.15% of portfolio
7,896
Q4 2025 Reduced 13.12%
$1.38B
$494,000 0.14% of portfolio
15,477
Q2 2025 Added 0.27%
$346B
$399,000 0.12% of portfolio
2,739
Q4 2025 Reduced 0.25%
$303B
$399,000 0.12% of portfolio
2,582
Q4 2025 Reduced 0.23%
$62.3B
$393,000 0.11% of portfolio
3,247
Q2 2025 Reduced 3.13%
$404B
$353,000 0.1% of portfolio
387
Q4 2025 Reduced 2.52%
$224B
$338,000 0.1% of portfolio
1,109
Q4 2025 Reduced 42.06%
$1.29T
$332,000 0.1% of portfolio
813
Q4 2025 Reduced 71.42%
$168B
$295,000 0.09% of portfolio
3,441
Q4 2025 Reduced 1.4%
$79.2B
$294,000 0.09% of portfolio
4,676
Q4 2025 Added 47.23%
$306B
$297,000 0.09% of portfolio
4,205
Q4 2025 Reduced 6.93%
$204B
$273,000 0.08% of portfolio
1,850
Q4 2025 Added 6.26%

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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