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Portfolio (Quarterly) Guide ↗

BCGM Wealth Management, LLC

· CIK 0001830467
13F Portfolio $384M AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 175 New
Page 2 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO. Financial Services 15,773.0 $5.0M 1.29% NEW $315.44 -3.9%
22 AAPL APPLE INC Technology 19,382.0 $4.9M 1.28% NEW $254.63 +19.8%
23 XOM EXXON MOBIL CORP Energy 43,487.0 $4.9M 1.28% NEW $112.75 +38.6%
24 BNDX VANGUARD CHARLOTTE FDS 96,048.0 $4.8M 1.24% NEW $49.46 -3.0%
25 MUB ISHARES TR 43,304.0 $4.6M 1.20% NEW $106.49 -0.4%
26 MTUM ISHARES TR 17,703.0 $4.5M 1.18% NEW $256.45 +17.8%
27 JANW AIM ETF PRODUCTS TRUST 124,426.0 $4.5M 1.17% NEW $36.14 +6.3%
28 NOC NORTHROP GRUMMAN CORP Industrials 7,020.0 $4.3M 1.11% NEW $609.28 -9.5%
29 PM PHILIP MORRIS INTL INC Consumer Defensive 25,896.0 $4.2M 1.09% NEW $162.20 +16.3%
30 VTEB VANGUARD MUN BD FDS 80,009.0 $4.0M 1.04% NEW $50.07 -0.5%
31 VO VANGUARD INDEX FDS 13,379.0 $3.9M 1.02% NEW $293.74 -73.6%
32 JMST J P MORGAN EXCHANGE TRADED F 76,193.0 $3.9M 1.01% NEW $51.04 -0.4%
33 LLY ELI LILLY & CO Healthcare 4,927.0 $3.8M 0.98% NEW $762.98 +36.5%
34 NVDA NVIDIA CORPORATION Technology 19,153.0 $3.6M 0.93% NEW $186.58 +17.6%
35 FIXD FIRST TR EXCHNG TRADED FD VI 79,682.0 $3.5M 0.92% NEW $44.42 -2.6%
36 BERKSHIRE HATHAWAY INC DEL 6,659.0 $3.3M 0.87% NEW $502.74
37 TXXI BONDBLOXX ETF TRUST 64,252.0 $3.2M 0.84% NEW $50.42 -0.4%
38 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 222,942.0 $3.1M 0.82% NEW $14.12 -30.6%
39 HII HUNTINGTON INGALLS INDS INC Industrials 10,320.0 $3.0M 0.77% NEW $287.91 +10.3%
40 JCPB J P MORGAN EXCHANGE TRADED F 60,900.0 $2.9M 0.75% NEW $47.55 -2.0%
Page 2 of 9  ·  175 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.5%
Technology 11.0%
Consumer Defensive 10.7%
Consumer Cyclical 9.2%
Energy 8.6%
Industrials 7.6%
Healthcare 7.3%
Basic Materials 6.8%
Communication Services 6.4%
Real Estate 3.9%