Bcgm Wealth Management, LLC Options Holdings

Bcgm Wealth Management, LLC

  • $347 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
ORCC
Owl Rock Capital Corp

Financial Services
PUT
$455,000
34K
Q3 2025
Added 9.68%
ARCC
Ares Capital Corp

Financial Services
PUT
$289,000
14.2K
Q3 2025
New holding
GBDC
Golub Capital Bdc, Inc.

Financial Services
PUT
$150,000
11K
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $347 Million
  • Prior Value $322 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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