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CIK: 0001830467
Total reported value
$473.0M
$473.0M
175 檔
16.8%
According to the latest 13F quarterly dataset, BCGM Wealth Management, LLC managed an equity portfolio of $473.0M at the end of Q4 2025, spanning 175 distinct U.S. exchange-listed positions.
BCGM Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 9 new positions while fully exiting 7 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.76% | -0.22% | -0.62% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.27% | +3.15% | -2.38% | |
| 3 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 3.85% | -0.83% | +33.70% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.76% | +0.19% | -1.41% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.61% | +0.05% | +0.33% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.32% | +0.13% | -1.39% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.95% | -0.69% | +48.77% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.74% | -1.41% | -39.01% | |
| 9 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.43% | -0.01% | -0.46% | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.01% | -0.17% | -0.87% | |
| 11 | SBSW | Sibanye-stillwater Ltd-adr | Stock-Other | 1.79% | -0.55% | -30.35% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.73% | -0.05% | +0.21% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.64% | -0.12% | +44.96% | |
| 14 | FMB | First Trust Managed Municipa | ETF-Other | 1.59% | -0.15% | -2.02% | |
| 15 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.56% | -0.34% | -7.97% | |
| 16 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.48% | -0.13% | +3.02% | |
| 17 | PJAN | Innovator U.s. Equity Power | ETF-Other | 1.47% | -0.15% | — | |
| 18 | BVE | Diamond Hill Investment Grp | Stock-Other | 1.46% | -1.45% | EXIT | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.46% | -0.12% | -1.83% | |
| 20 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.43% | -0.31% | -0.02% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.41% | -0.59% | +5.30% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | +1.14% | +0.06% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.34% | -0.40% | -0.25% | |
| 24 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 1.31% | -0.16% | +2.64% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.22% | -0.19% | +2.68% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 1.18% | -0.19% | -0.21% | |
| 27 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 1.18% | -0.12% | — | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.08% | -0.30% | -32.17% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 1.07% | +0.07% | +1.39% | |
| 30 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.06% | -0.44% | +3.49% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.03% | -0.12% | +0.36% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.97% | -0.13% | -1.96% | |
| 33 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.96% | -0.63% | -3.32% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | -0.03% | -26.49% | |
| 35 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.92% | -0.11% | +2.00% | |
| 36 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.91% | -0.38% | +2.07% | |
| 37 | LOVE | Lovesac Co/the | Stock-Other | 0.91% | — | +77.36% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.30% | +3.36% | |
| 39 | TXXI | Bblx Irm Tax-aware I Dur ETF | ETF-Other | 0.87% | -0.12% | +5.00% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | -0.03% | -4.65% | |
| 41 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.83% | +0.02% | +13.34% | |
| 42 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 0.74% | +0.14% | +32.08% | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.73% | -0.09% | +1.80% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.72% | -0.63% | EXIT | |
| 45 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.71% | +0.01% | +2.33% | |
| 46 | CTRA | Coterra Energy Inc | Stock-Energy | 0.69% | -0.97% | EXIT | |
| 47 | FPI | Farmland Partners Inc | Stock-Other | 0.63% | -0.26% | +5.38% | |
| 48 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.63% | -0.08% | +0.68% | |
| 49 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.63% | +0.18% | +5.54% | |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.63% | -0.02% | -1.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JAVA | Jpmorgan Active Value ETF | +1% | +33.70% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +1% | +48.77% | Add |
| 3 | BVE | Diamond Hill Investment Grp | +0.7% | +65.63% | Add |
| 4 | MTUM | Ishares Msci USA Momentum Fa | +0.5% | +44.96% | Add |
| 5 | LLY | Eli Lilly & Co | +0.4% | +0.06% | Add |
| 6 | LOVE | Lovesac Co/the | +0.3% | +77.36% | Add |
| 7 | HII | Huntington Ingalls Industrie | +0.1% | +2.07% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.1% | +5.30% | Add |
| 9 | UHAL-B | U-haul Holding Co-non Voting | +0.1% | +32.08% | Add |
| 10 | IAU | Ishares Gold Trust | +0.1% | -1.83% | Trim |
| 11 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +13.34% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.02% | Add |
| 13 | AAPL | Apple Inc | +0.1% | -0.25% | Trim |
| 14 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +79.53% | Add |
| 15 | SIVR | Abrdn Physical Silver Shares | +0.1% | +1.13% | Add |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +0.33% | Add |
| 17 | CTRA | Coterra Energy Inc | 0% | -2.05% | Trim |
| 18 | MGC | Vanguard Mega Cap ETF | 0% | -0.46% | Trim |
| 19 | IVV | Ishares Core S&p 500 ETF | 0% | -0.62% | Trim |
| 20 | HIMU | Ishares High Yild Muni A ETF | -0.1% | -33.25% | Trim |
| 21 | MCD | Mcdonald's CORP | -0.1% | -42.06% | Trim |
| 22 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -10.93% | Trim |
| 23 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | -9.96% | Trim |
| 24 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -17.34% | Trim |
| 25 | GNTX | Gentex CORP | -0.1% | +2.53% | Add |
| 26 | DEO | Diageo Plc-sponsored Adr | -0.1% | -21.98% | Trim |
| 27 | MBLY | Mobileye Global Inc-a | -0.2% | +5.54% | Add |
| 28 | JSCP | Jpmorgan Short Duration Core | -0.2% | -59.57% | Trim |
| 29 | TLH | Ishares 10-20 Year Treasury | -0.2% | -7.97% | Trim |
| 30 | TSLA | Tesla Inc | -0.2% | -71.42% | Trim |
| 31 | SBSW | Sibanye-stillwater Ltd-adr | -0.3% | -30.35% | Trim |
| 32 | JPM | Jpmorgan Chase & Co | -0.3% | -26.49% | Trim |
| 33 | VEA | Vanguard Ftse Developed ETF | -0.5% | -32.17% | Trim |
| 34 | QUAL | Ishares Msci USA Quality Fac | -1.8% | -39.01% | Trim |
| 35 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 36 | PFE | Pfizer Inc | — | NEW | New buy |
| 37 | WBS | Webster Financial CORP | — | EXIT | Sold out |
| 38 | UL | Unilever PLC | — | EXIT | Sold out |
| 39 | VTIP | Vanguard Short-term Tips | — | EXIT | Sold out |
| 40 | SYSB | Ishares Systematic Bond ETF | — | NEW | New buy |
| 41 | OCTW | Alianzim US Eq Bfr20 Oct-usd | — | NEW | New buy |
| 42 | TPHD | Timothy Plan High Dvd Stck | — | EXIT | Sold out |
| 43 | PBDE | Pgim S&p 500 Buff 20 ETF Dec | — | NEW | New buy |
| 44 | ELV | Elevance Health Inc | — | NEW | New buy |
| 45 | ICOW | Pacer Developed Markets Inte | — | EXIT | Sold out |
| 46 | TXUE | Thornburg Interntin Eqty ETF | — | NEW | New buy |
| 47 | AMGN | Amgen Inc | — | NEW | New buy |
| 48 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | — | EXIT | Sold out |
| 49 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 50 | SRE | Sempra | — | EXIT | Sold out |
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 Q4 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, ITOT, JAVA) accounted for 16.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
GILD
市值: $1.4M
Top Position Liquidated / Trimmed
WBS
前期市值: $896.9K
During Q4 2025, BCGM Wealth Management, LLC's top holdings by market value included IVV (4.8%)、ITOT (4.3%)、JAVA (3.9%). The largest single position, IVV, represented 4.8% of total portfolio value.
In Q4 2025, BCGM Wealth Management, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 16 positions, trimming 18 holdings, and fully liquidating 7 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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