BCGM Wealth Management, LLC
All 13F Filings
- Location
- Lafayette, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 398,108
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 178 | 398,108 | 13F-HR | BCGM Wealth Management, LLC |
| Q4 2025 | 1/7/2026 | 175 | 391,860 | 13F-HR | BCGM Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 175 | 384,331 | 13F-HR | BCGM Wealth Management, LLC |
| Q2 2025 | 8/5/2025 | 163 | 354,632 | 13F-HR | BCGM Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133.8 K | 33.6% | 0 | 117 K | -117 K |
| ETFs | 264.3 K | 66.4% | 125.7 K | 0 | 125.7 K |
| Other | 0 | 0.0% | 0 | 2.465 K | -2.465 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
398,108
Holdings
178
QoQ value change ($000)
6,248
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.