BCGM Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Lafayette, IN
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
175
Total value ($000)
$391,860
Net value change ($000)
+7,529 (2.0%)
New positions
9
Sold out positions
7
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
JAVA 4,235 39.0%
IEMG 3,943 51.7%
DHIL 2,871 100.6%
MTUM 1,884 41.5%
LLY 1,539 40.9%
GILD 1,442 NEW
LOVE 1,257 54.5%
PFE 1,226 NEW
SYSB 651 NEW
HII 611 20.6%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -6,505 -37.7%
VEA -1,746 -29.3%
JPM -1,239 -24.9%
SBSW -927 -11.7%
TSLA -899 -71.1%
WBS -897 -100.0%
Unilever PLC -807 -100.0%
VTIP -761 -100.0%
JSCP -757 -59.6%
MBLY -692 -22.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4 (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