CIK 1830467
BCGM Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
175
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 151–175 of 175
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FNDB | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| IJAN | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| OCTU | AIM ETF PRODUCTS TRUST | 9K | $100K–$500K | SH |
| T | AT&T INC | 11K | $100K–$500K | SH |
| GSEP | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| PDEC | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| HSY | HERSHEY CO | 1K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 300 | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 696 | $100K–$500K | SH |
| KJUL | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 337 | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| JULW | AIM ETF PRODUCTS TRUST | 5K | $100K–$500K | SH |
| IVOG | VANGUARD ADMIRAL FDS INC | 2K | $100K–$500K | SH |
| TXUE | THORNBURG ETF TR | 7K | $100K–$500K | SH |
| AMGN | AMGEN INC | 624 | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 415 | $100K–$500K | SH |
| BLNK | BLINK CHARGING CO | 10K | $1K–$15K | SH |
| ARCC | ARES CAPITAL CORP | 14K | $1K–$15K | SH (Put) |