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CIK: 0001830467
Total reported value
$473.0M
$473.0M
178 檔
16.2%
As reported in its official Q1 2026 Form 13F filing, BCGM Wealth Management, LLC's tracked investment portfolio stood at $473.0M with 178 total positions.
In Q1 2026, BCGM Wealth Management, LLC displayed an active expansion posture, initiating 10 new positions and adding to 77 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.49% | +3.15% | +11.62% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.39% | -0.22% | -1.68% | |
| 3 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 3.76% | -0.83% | -0.75% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.43% | +0.19% | -1.48% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.18% | +0.05% | -6.39% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.03% | +0.13% | +2.94% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.59% | -1.41% | -0.76% | |
| 8 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 2.53% | +0.08% | — | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.04% | -0.59% | +4.42% | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.97% | -0.17% | +2.68% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.93% | -0.69% | -35.88% | |
| 12 | FMB | First Trust Managed Municipa | ETF-Other | 1.76% | -0.15% | +13.36% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | -0.05% | +0.91% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.58% | -0.12% | +2.15% | |
| 15 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.56% | -0.34% | +1.97% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.55% | -0.03% | +1631.02% | |
| 17 | BVE | Diamond Hill Investment Grp | Stock-Other | 1.45% | -1.45% | EXIT | |
| 18 | PJAN | Innovator U.s. Equity Power | ETF-Other | 1.42% | -0.15% | — | |
| 19 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 1.37% | -0.16% | +6.75% | |
| 20 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.37% | -0.31% | +3.49% | |
| 21 | SBSW | Sibanye-stillwater Ltd-adr | Stock-Other | 1.33% | -0.55% | -12.76% | |
| 22 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.27% | -0.44% | +1.83% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.24% | -0.19% | +4.53% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.22% | -0.40% | -0.99% | |
| 25 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 1.19% | -0.14% | — | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.15% | -0.12% | +13.94% | |
| 27 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 1.14% | -0.12% | — | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.13% | +1.14% | -0.43% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 1.13% | +0.07% | +3.19% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 1.12% | -0.19% | -2.96% | |
| 31 | HII | Huntington Ingalls Industrie | Stock-Industrials | 1.06% | -0.38% | +5.62% | |
| 32 | IDEF | Ishares Def Industrials Act | ETF-Other | 1.05% | -0.05% | — | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.03% | -0.30% | -5.18% | |
| 34 | CTRA | Coterra Energy Inc | Stock-Energy | 0.97% | -0.97% | EXIT | |
| 35 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.97% | -0.11% | +8.47% | |
| 36 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.95% | -0.63% | +1.01% | |
| 37 | TXXI | Bblx Irm Tax-aware I Dur ETF | ETF-Other | 0.95% | -0.12% | +11.90% | |
| 38 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.94% | -0.13% | -34.46% | |
| 39 | LOVE | Lovesac Co/the | Stock-Other | 0.93% | — | +4.10% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.91% | -0.13% | -3.43% | |
| 41 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 0.91% | +0.14% | +30.04% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.30% | +3.78% | |
| 43 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.80% | +0.02% | -2.13% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.03% | -7.09% | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.79% | -0.09% | +9.07% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | -0.03% | -1.66% | |
| 47 | FPI | Farmland Partners Inc | Stock-Other | 0.76% | -0.26% | +5.67% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.75% | -0.19% | +4.47% | |
| 49 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.66% | -0.08% | +6.43% | |
| 50 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.64% | +0.18% | +56.73% |
According to official SEC Form 13F filings, BCGM Wealth Management, LLC reported a total U.S. public equity portfolio value of $473.0M across 178 disclosed positions in Q1 2026.
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 ITOT, IVV, JAVA) accounted for 16.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $10.1M
Top Position Liquidated / Trimmed
SPHQ
前期市值: $801.3K
During Q1 2026, BCGM Wealth Management, LLC's top holdings by market value included ITOT (4.5%)、IVV (4.4%)、JAVA (3.8%). The largest single position, ITOT, represented 4.5% of total portfolio value.
In Q1 2026, BCGM Wealth Management, LLC made 144 total portfolio adjustments, initiating 10 new buys, adding to 77 positions, trimming 50 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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