BCGM Wealth Management, LLC
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$398.1M
Holdings
179
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ITOT
ISHARES TR
Q4 2025: New position (430 shares)
4.5%
02
$IVV
ISHARES TR
Q4 2025: New position (726 shares)
4.4%
03
$JAVA
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
3.8%
04
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +7.7% (2.8k → 3.0k shares)
3.4%
05
$DYNF
BLACKROCK ETF TRUST
Held since at least Q1 2024
3.2%
06
$IWF
ISHARES TR
Q1 2026: Sold 9.6% (1.5k → 1.4k shares)
3.0%
07
$QUAL
ISHARES TR
Held since at least Q1 2024
2.6%
08
$CORO
BLACKROCK ETF TRUST
Held since at least Q1 2024
2.5%
09
$XOM
EXXON MOBIL CORP
Q4 2025: New position (2.5k shares)
2.0%
10
$VIGI
VANGUARD WHITEHALL FDS
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:59 UTC.