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CIK: 0001830467
Total reported value
$473.0M
$473.0M
149 檔
16.6%
During the Q4 2024 filing period, BCGM Wealth Management, LLC (CIK: 0001830467) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $473.0M across 149 reported positions.
During Q4 2024, BCGM Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 7.92% | +3.15% | +4.84% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.27% | -0.22% | +0.78% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.58% | -1.41% | +4.22% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.63% | +0.19% | +1.11% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.53% | +0.13% | -0.88% | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.40% | +0.02% | -20.99% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.88% | +0.05% | +5.91% | |
| 8 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.86% | -0.17% | +5.70% | |
| 9 | DIVI | Franklin International Core | ETF-Other | 2.27% | -0.01% | — | |
| 10 | FMB | First Trust Managed Municipa | ETF-Other | 1.95% | -0.15% | +12.66% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.94% | -0.05% | -3.78% | |
| 12 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.90% | -0.83% | +8.65% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.64% | -0.19% | +12.63% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.59% | -0.63% | -2.06% | |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.56% | -0.13% | +19.84% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.47% | -0.40% | -1.47% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.41% | -0.59% | +1.35% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | -0.03% | -12.41% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.30% | — | +11.46% | |
| 20 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 1.29% | -0.12% | — | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.29% | -0.13% | -0.39% | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.27% | -0.08% | +2.78% | |
| 23 | MBLY | Mobileye Global Inc-a | Stock-Other | 1.26% | +0.18% | +4.91% | |
| 24 | PJAN | Innovator U.s. Equity Power | ETF-Other | 1.17% | -0.15% | — | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.15% | +1.14% | +14.22% | |
| 26 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 1.09% | -0.16% | +7.64% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.08% | -0.12% | +336.18% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.06% | -0.07% | EXIT | |
| 29 | LOVE | Lovesac Co/the | Stock-Other | 1.02% | — | +1.20% | |
| 30 | FPI | Farmland Partners Inc | Stock-Other | 0.98% | -0.26% | +0.39% | |
| 31 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.97% | -0.11% | +3.41% | |
| 32 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.97% | -0.44% | +2.85% | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.96% | +0.07% | +4.29% | |
| 34 | BVE | Diamond Hill Investment Grp | Stock-Other | 0.96% | -1.45% | EXIT | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.92% | -0.02% | -0.10% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.30% | -28.29% | |
| 37 | CTRA | Coterra Energy Inc | Stock-Energy | 0.85% | -0.97% | EXIT | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.80% | -0.09% | +197.41% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.78% | -0.63% | EXIT | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.78% | -0.09% | +106.67% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | -0.03% | +2.02% | |
| 42 | KR | Kroger Co | Stock-Consumer Staples | 0.73% | -0.17% | +0.97% | |
| 43 | AL | Air Lease CORP | Stock-Other | 0.70% | -0.07% | EXIT | |
| 44 | SBSW | Sibanye-stillwater Ltd-adr | Stock-Other | 0.67% | -0.55% | +2.81% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | -0.69% | +5.65% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.62% | -0.12% | +36.39% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.20% | +3.85% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.60% | -0.19% | +5.17% | |
| 49 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.55% | +0.03% | +1.41% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.54% | -0.06% | +0.82% |
According to official SEC Form 13F filings, BCGM Wealth Management, LLC reported a total U.S. public equity portfolio value of $473.0M across 149 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, IVV, QUAL) accounted for 16.6% of total reported equity market value during Q4 2024.
During Q4 2024, BCGM Wealth Management, LLC's top holdings by market value included ITOT (7.9%)、IVV (5.3%)、QUAL (4.6%). The largest single position, ITOT, represented 7.9% of total portfolio value.
In Q4 2024, BCGM Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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