StockDriftsStockDriftsTop 50 BCGM Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 7.64% | 220.1K | $36.2M | +75.28%(+94.53K) | $126.15(+34.62%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 5.38% | 329.4K | $25.4M | new | $77.20(-1.51%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.17% | 26.3K | $19.7M | -1.62%(-434) | $406.19(+91.76%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.62% | 23.2K | $17.1M | -1.79%(-424) | $351.76(+108.24%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.23% | 224.8K | $15.3M | +3.19%(+6.95K) | $45.98(+52.61%) | 2026-06-30 | |
| IWF | ISHARES TR | 3.16% | 120.2K | $14.9M | +6.27%(+7.10K) | $85.74(+43.91%) | 2026-06-30 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 2.93% | 174.7K | $13.9M | -16.28%(-33.99K) | $61.44(+35.23%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 2.61% | 337.4K | $12.3M | +7.69%(+24.08K) | $31.77(+17.17%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.27% | 8.9K | $10.7M | +82.24%(+4.04K) | $670.90(+75.79%) | 2026-06-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 1.8% | 91.4K | $8.5M | +3.30%(+2.92K) | $78.96(+25.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.76% | +51.16% | +7.66% | +44.61% |
| Top 20 Holdings Unweighted | +13.17% | +44.94% | +6.38% | +36.21% |
BCGM Wealth Management, LLC reports $472.99M in US-listed equity holdings across 182 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (7.6%), VCRB (5.4%) and IVV (4.2%). The top 20 holdings account for 50.77% of reported assets. Its disclosed equity book has returned +51.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BCGM Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1830467). View BCGM Wealth Management, LLC’s 13F filings on SEC