BCGM Wealth Management, LLC - Portfolio overview

BCGM Wealth Management, LLC has 187 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Healthcare.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 4.44%
2. IVV - ISHARES TR, 4.34%
3. JAVA - J P MORGAN EXCHANGE TRADED F, 3.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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