BCGM Wealth Management, LLC
All 13F Filings
- Location
- Lafayette, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 472,992
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 182 | 472,992 | 13F-HR | BCGM Wealth Management, LLC |
| 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 | 142 K | 30.0% | 8.211 K | 0 | 8.211 K |
| ETFs | 330.9 K | 70.0% | 66.68 K | 0 | 66.68 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
472,992
Holdings
182
QoQ value change ($000)
74,884
(18.8%)
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.