BCGM Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Lafayette, IN
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
188
Total value ($000)
$500,278
Net value change ($000)
+27,286 (5.8%)
New positions
14
Sold out positions
8
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
CGIE 11,561 NEW
XOM 8,587 NEW
SGOV 2,993 59.6%
BLCR 2,409 48.3%
ITOT 2,390 6.6%
VIGI 2,085 24.4%
VBIL 2,007 NEW
CALM 1,746 NEW
VEA 1,570 45.3%
IALT 1,318 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -6,836 -100.0%
MTUM -5,853 -84.5%
KR -1,783 -100.0%
VTEB -1,467 -30.1%
QQQ -1,415 -8.3%
MBLY -1,215 -31.4%
LOVE -718 -16.3%
LPX -692 -16.8%
FSLR -574 -19.7%
TFI -510 -31.5%
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