BCGM Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Lafayette, IN
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
175
Total value ($000)
$384,331
Net value change ($000)
+29,699 (8.4%)
New positions
11
Sold out positions
1
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 1/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MGC 4,955 114.2%
DYNF 2,936 27.2%
SBSW 2,926 58.5%
ITA 2,663 NEW
UHAL 2,391 NEW
IAU 1,901 57.4%
IEMG 1,479 24.1%
SAM 1,329 196.0%
IVV 1,316 7.7%
QUAL 1,301 8.2%
Top Reduces (Value $000, Stocks/ETFs)
VEA -5,424 -47.6%
JCPB -2,389 -45.2%
AL -2,195 -79.2%
ISTB -1,860 -43.1%
MBLY -830 -20.9%
PM -614 -12.8%
JMST -350 -8.3%
JPM -316 -6.0%
GNW -249 -100.0%
LOVE -225 -8.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 8 (0.0% of total reported value)
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