BCGM Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Lafayette, IN
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
178
Total value ($000)
$398,108
Net value change ($000)
+6,248 (1.6%)
New positions
10
Sold out positions
6
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CORO 10,074 NEW
GOVT 5,820 1621.2%
BLCR 4,742 NEW
IDEF 4,174 NEW
XOM 2,602 47.2%
SGOV 1,657 NEW
ITOT 1,158 6.9%
CTRA 1,131 41.5%
NOC 904 21.8%
PZA 880 NEW
Top Reduces (Value $000, Stocks/ETFs)
MGC -9,180 -96.4%
IEMG -3,872 -33.5%
IAU -3,321 -58.2%
ITA -2,574 -92.1%
BINC -2,053 -35.5%
SBSW -1,721 -24.6%
DYNF -1,478 -10.4%
IVV -1,162 -6.2%
QQQ -1,097 -7.4%
IWF -944 -7.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type