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CIK: 0001830467
Total reported value
$473.0M
$473.0M
175 檔
17.1%
In Q3 2025, BCGM Wealth Management, LLC's U.S. equity holdings reached a combined market value of $473.0M, distributed across 175 disclosed stock positions.
In Q3 2025, BCGM Wealth Management, LLC displayed an active expansion posture, initiating 10 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.77% | -0.22% | -0.05% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.49% | -1.41% | +1.66% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.37% | +3.15% | -0.55% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.80% | +0.19% | -4.89% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.57% | +0.05% | +17.01% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.40% | +0.13% | -2.95% | |
| 7 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 2.82% | -0.83% | +5.18% | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.42% | -0.01% | +97.33% | |
| 9 | SBSW | Sibanye-stillwater Ltd-adr | Stock-Other | 2.06% | -0.55% | +1.81% | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.03% | -0.17% | +2.43% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.98% | -0.69% | +12.97% | |
| 12 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.76% | -0.34% | +10.43% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | -0.05% | -0.16% | |
| 14 | FMB | First Trust Managed Municipa | ETF-Other | 1.64% | -0.15% | +0.77% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.55% | -0.30% | -50.18% | |
| 16 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.47% | -0.13% | +8.37% | |
| 17 | PJAN | Innovator U.s. Equity Power | ETF-Other | 1.46% | -0.15% | — | |
| 18 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.43% | -0.31% | +3.64% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.36% | -0.12% | +34.87% | |
| 20 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 1.31% | -0.16% | +5.18% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | -0.03% | -13.57% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.28% | -0.40% | +1.64% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.28% | -0.59% | +1.18% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.24% | -0.19% | +4.76% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 1.20% | -0.19% | +12.10% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.18% | -0.12% | +2.57% | |
| 27 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 1.17% | -0.12% | -1.19% | |
| 28 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.11% | -0.44% | +4.89% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 1.09% | +0.07% | -2.03% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.04% | -0.12% | +0.14% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.02% | -0.13% | -0.97% | |
| 32 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.01% | -0.63% | -8.48% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +1.14% | +2.62% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | -0.03% | -0.86% | |
| 35 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.92% | -0.11% | +5.44% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.30% | +2.79% | |
| 37 | TXXI | Bblx Irm Tax-aware I Dur ETF | ETF-Other | 0.84% | -0.12% | +2.19% | |
| 38 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.82% | +0.18% | +0.76% | |
| 39 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.77% | -0.38% | +4.90% | |
| 40 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.75% | +0.02% | -45.77% | |
| 41 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.75% | -0.09% | +6.35% | |
| 42 | BVE | Diamond Hill Investment Grp | Stock-Other | 0.74% | -1.45% | EXIT | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.72% | -0.63% | EXIT | |
| 44 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.69% | +0.01% | — | |
| 45 | FPI | Farmland Partners Inc | Stock-Other | 0.68% | -0.26% | +2.71% | |
| 46 | CTRA | Coterra Energy Inc | Stock-Energy | 0.65% | -0.97% | EXIT | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.64% | -0.02% | -10.45% | |
| 48 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.64% | -0.08% | -43.33% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.63% | -0.19% | +5.16% | |
| 50 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 0.62% | +0.14% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGC | Vanguard Mega Cap ETF | +1.6% | +97.33% | Add |
| 2 | THRO | Ishares U.s. Thematic Rotati | +1.3% | +3.64% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +1.2% | +12.97% | Add |
| 4 | SBSW | Sibanye-stillwater Ltd-adr | +1.1% | +1.81% | Add |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.8% | +17.01% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | -4.89% | Add |
| 7 | IAU | Ishares Gold Trust | +0.4% | +34.87% | Add |
| 8 | NVDA | Nvidia CORP | +0.3% | -0.86% | Trim |
| 9 | FSLR | First Solar Inc | +0.2% | +6.15% | Add |
| 10 | HII | Huntington Ingalls Industrie | +0.2% | +4.90% | Add |
| 11 | JAVA | Jpmorgan Active Value ETF | +0.2% | +5.18% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +44.78% | Add |
| 13 | IWF | Ishares Russell 1000 Growth | +0.1% | -2.95% | Trim |
| 14 | TLH | Ishares 10-20 Year Treasury | +0.1% | +10.43% | Add |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +0.14% | Add |
| 16 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +2.57% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +31.11% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | +4.14% | Add |
| 19 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +1.66% | Add |
| 20 | NOC | Northrop Grumman CORP | +0.1% | +4.89% | Add |
| 21 | GNTX | Gentex CORP | +0.1% | +6.06% | Add |
| 22 | AAPL | Apple Inc | 0% | +1.64% | Add |
| 23 | DIS | Walt Disney Co/the | — | +1.39% | Add |
| 24 | VOO | Vanguard S&p 500 ETF | 0% | -0.16% | Trim |
| 25 | IVV | Ishares Core S&p 500 ETF | 0% | -0.05% | Trim |
| 26 | TAXX | Bblx Irm Tax-aware S Dur ETF | 0% | +5.18% | Add |
| 27 | PJAN | Innovator U.s. Equity Power | -0.1% | — | Add |
| 28 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | +2.43% | Add |
| 29 | JPM | Jpmorgan Chase & Co | -0.1% | -13.57% | Trim |
| 30 | FNDB | Schwab Fndmntl US Brd Mr ETF | -0.2% | -1.50% | Trim |
| 31 | KR | Kroger Co | -0.3% | +4.16% | Trim |
| 32 | CTRA | Coterra Energy Inc | -0.3% | -0.73% | Add |
| 33 | JMST | JPM Ultra-short Muni Income | -0.4% | -8.48% | Trim |
| 34 | AL | Air Lease CORP | -0.6% | -80.83% | Trim |
| 35 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.7% | -43.33% | Trim |
| 36 | DIVI | Franklin International Core | -1% | -36.63% | Trim |
| 37 | JCPB | Jpmorgan Core Plus Bond ETF | -2.3% | -45.77% | Trim |
| 38 | ITOT | Ishares Core S&p Total U.s. | -4.6% | -0.55% | Trim |
| 39 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 40 | BNDX | Vanguard Total Intl Bond ETF | — | NEW | New buy |
| 41 | ITA | Ishares U.s. Aerospace & Def | — | NEW | New buy |
| 42 | UHAL-B | U-haul Holding Co-non Voting | — | NEW | New buy |
| 43 | SAM | Boston Beer Company Inc-a | — | NEW | New buy |
| 44 | HWM | Howmet Aerospace Inc | — | NEW | New buy |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | EXIT | Sold out |
| 46 | APD | Air Products & Chemicals Inc | — | EXIT | Sold out |
| 47 | VTIP | Vanguard Short-term Tips | — | NEW | New buy |
| 48 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 49 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 50 | AVGO | Broadcom Inc | — | NEW | New buy |
According to official SEC Form 13F filings, BCGM Wealth Management, LLC reported a total U.S. public equity portfolio value of $473.0M across 175 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QUAL, ITOT) accounted for 17.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
VEA
市值: $6.0M
Top Position Liquidated / Trimmed
EMXC
前期市值: $1.4M
During Q3 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 Q3 2025, BCGM Wealth Management, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 25 positions, trimming 13 holdings, and fully liquidating 2 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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