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CIK: 0001830467
Total reported value
$473.0M
$473.0M
163 檔
15.8%
According to the latest 13F quarterly dataset, BCGM Wealth Management, LLC managed an equity portfolio of $473.0M at the end of Q2 2025, spanning 163 distinct U.S. exchange-listed positions.
During Q2 2025, 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 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.80% | -0.22% | -1.41% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.50% | -1.41% | +3.69% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.41% | +3.15% | -51.72% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.98% | +0.19% | +13.61% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.44% | +0.13% | -2.54% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.21% | -0.30% | — | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.04% | +0.05% | +5.46% | |
| 8 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 2.76% | -0.83% | +10.39% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.16% | -0.17% | +2.48% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.73% | -0.69% | +121.88% | |
| 11 | FMB | First Trust Managed Municipa | ETF-Other | 1.73% | -0.15% | +5.63% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.73% | -0.05% | -1.87% | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.70% | -0.34% | +16.11% | |
| 14 | PJAN | Innovator U.s. Equity Power | ETF-Other | 1.52% | -0.15% | +1.11% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | -0.03% | -0.41% | |
| 16 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.49% | +0.02% | -47.10% | |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.46% | -0.13% | -1.60% | |
| 18 | SBSW | Sibanye-stillwater Ltd-adr | Stock-Other | 1.41% | -0.55% | +3.93% | |
| 19 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.41% | -0.31% | +1160.69% | |
| 20 | PM | Philip Morris International | Stock-Consumer Staples | 1.36% | +0.07% | +1.94% | |
| 21 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 1.35% | -0.16% | +7.44% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.31% | -0.59% | +1.17% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.28% | -0.19% | — | |
| 24 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 1.24% | -0.12% | -0.15% | |
| 25 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.22% | -0.01% | +46.65% | |
| 26 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.22% | -0.08% | +1.88% | |
| 27 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.20% | -0.63% | -6.46% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.17% | -0.12% | +1.56% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 1.14% | -0.19% | -8.93% | |
| 30 | MBLY | Mobileye Global Inc-a | Stock-Other | 1.12% | +0.18% | +3.42% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.10% | -0.12% | +34.15% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 1.10% | -0.40% | +3.13% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.07% | -0.13% | -6.66% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | +1.14% | +2.13% | |
| 35 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.94% | -0.44% | +1.24% | |
| 36 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.94% | -0.11% | +2.19% | |
| 37 | IAU | Ishares Gold Trust | ETF-Commodities | 0.93% | -0.12% | +4.25% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.30% | +1.81% | |
| 39 | TXXI | Bblx Irm Tax-aware I Dur ETF | ETF-Other | 0.88% | -0.12% | +9.07% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | -0.03% | +0.53% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.84% | -0.63% | EXIT | |
| 42 | BVE | Diamond Hill Investment Grp | Stock-Other | 0.81% | -1.45% | EXIT | |
| 43 | AL | Air Lease CORP | Stock-Other | 0.78% | -0.07% | EXIT | |
| 44 | FPI | Farmland Partners Inc | Stock-Other | 0.76% | -0.26% | +0.29% | |
| 45 | CTRA | Coterra Energy Inc | Stock-Energy | 0.76% | -0.97% | EXIT | |
| 46 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.75% | -0.09% | +1.85% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.72% | -0.02% | -3.76% | |
| 48 | LOVE | Lovesac Co/the | Stock-Other | 0.71% | — | -5.80% | |
| 49 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.67% | -0.38% | +7.55% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.19% | +5.28% |
According to official SEC Form 13F filings, BCGM Wealth Management, LLC reported a total U.S. public equity portfolio value of $473.0M across 163 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, QUAL, ITOT) accounted for 15.8% of total reported equity market value during Q2 2025.
During Q2 2025, BCGM Wealth Management, LLC's top holdings by market value included IVV (4.8%)、QUAL (4.5%)、ITOT (4.4%). The largest single position, IVV, represented 4.8% of total portfolio value.
In Q2 2025, 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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