BCGM Wealth Management, LLC: 13F holdings
CIK 18304672026Q2
| Positions | 182 |
|---|---|
| Reported value | $473.0m |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ITOT ISHARES TR | 220,096 | $36.2m | 7.6% |
| VANGUARD MALVERN FDS | 329,425 | $25.4m | 5.4% |
| IVV ISHARES TR | 26,331 | $19.7m | 4.2% |
| QQQ INVESCO QQQ TR | 23,222 | $17.1m | 3.6% |
| DYNF BLACKROCK ETF TRUST | 224,827 | $15.3m | 3.2% |
| IWF ISHARES TR | 120,216 | $14.9m | 3.2% |
| JAVA J P MORGAN EXCHANGE TRADED F | 174,732 | $13.9m | 2.9% |
| BLACKROCK ETF TRUST | 337,387 | $12.3m | 2.6% |
| LLY ELI LILLY & CO | 8,946 | $10.7m | 2.3% |
| VIGI VANGUARD WHITEHALL FDS | 91,367 | $8.5m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1830467")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.