BCGM Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Lafayette, IN
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
182
Total value ($000)
$472,992
Net value change ($000)
+74,884 (18.8%)
New positions
17
Sold out positions
13
Turnover %
13.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VCRB 25,442 NEW
ITOT 18,270 102.2%
PYLD 6,605 NEW
LLY 6,216 137.7%
LPX 4,114 NEW
QQQ 3,453 25.3%
SGOV 3,362 202.9%
DVN 2,992 NEW
IWF 2,868 23.8%
DYNF 2,614 20.6%
Top Reduces (Value $000, Stocks/ETFs)
DHIL -5,781 -100.0%
QUAL -4,734 -46.0%
CTRA -3,854 -100.0%
DIS -2,505 -100.0%
JMST -2,288 -60.3%
IEMG -1,839 -23.9%
SBSW -1,586 -30.0%
MARB -1,547 -100.0%
XOM -1,277 -15.7%
JAVA -1,101 -7.4%
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