BCGM Wealth Management, LLC

CIK 0001830467 • 6 13F filings • May 8, 2025 – Aug 4, 2026

Import this data to Google Sheets with:

=jivedata("bcgm-wealth-management-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: BCGM Wealth Management, LLC, Chief Compliance Officer
Address: 672 MAIN ST.,, STE 300, LAFAYETTE, IN, 47901
Phone: 5138325385
AUM: $391.9M

AUM over time

$473.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $391.9M161 positionsView on SEC.gov

			% of Portfolio
ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$579K	0.1%Prev: 0.1%	8,561 SH	Increased+96 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQ	$730K	0.2%	21,302 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$263K	0.1%Prev: 0.1%	9,240 SH	Increased
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$5.0M	1.3%	134,141 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US LRG	$799K	0.2%Prev: 0.2%	25,022 SH	Increased
AIM ETF PRODUCTS TRUST	US LAGCP B20 MAY	$1.3M	0.3%Prev: 0.3%	38,018 SH	Increased
AIM ETF PRODUCTS TRUST	US LARCP B20 MAR	$347K	0.1%Prev: 0.1%	10,108 SH	Increased
AIM ETF PRODUCTS TRUST	US LRGCP B20 JUL	$214K	0.1%Prev: 0.1%	5,467 SH	Increased
AIR LEASE CORP	CL A	$507K	0.1%Prev: 0.2%	7,896 SH	Decreased-1,192 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.3%Prev: 0.3%	4,259 SH	Increased+1 SH
AMAZON COM INC	COM	$1.5M	0.4%Prev: 0.4%	6,563 SH	Increased+1 SH
AMERICAN ELEC PWR CO INC	COM	$374K	0.1%Prev: 0.1%	3,247 SH	Increased
AMGEN INC	COM	$204K	0.1%	624 SH	New
APPLE INC	COM	$5.3M	1.3%Prev: 1.3%	19,334 SH	Increased-48 SH
APPLOVIN CORP	COM CL A	$227K	0.1%Prev: 0.1%	337 SH	Decreased
ARES CAPITAL CORP	COM	$4K	0.0%Prev: 0.0%	14,200 SH	Increased
AT&T INC	COM	$263K	0.1%Prev: 0.1%	10,571 SH	Decreased-330 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.5M	0.9%Prev: 0.9%	6,883 SH	Increased+224 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$14.2M	3.6%Prev: 3.6%	232,755 SH	Increased+763 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$5.6M	1.4%Prev: 1.4%	145,168 SH	Increased-34 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$5.8M	1.5%Prev: 1.5%	109,568 SH	Increased+3,209 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$357K	0.1%Prev: 0.1%	7,328 SH	Decreased-3,650 SH
BLINK CHARGING CO	COM	$7K	0.0%Prev: 0.0%	10,035 SH	Decreased
BONDBLOXX ETF TRUST	IR M TAX AWARE	$3.4M	0.9%Prev: 0.8%	67,465 SH	Increased+3,213 SH
BONDBLOXX ETF TRUST	IR M TAXAWARE	$5.1M	1.3%Prev: 1.3%	101,105 SH	Increased+2,598 SH
BOSTON BEER INC	CL A	$1.9M	0.5%Prev: 0.5%	9,605 SH	Decreased+114 SH
BROADCOM INC	COM	$654K	0.2%Prev: 0.2%	1,889 SH	Increased+3 SH
CALAMOS ETF TR	S P 500 STRUCTUR	$1.0M	0.3%Prev: 0.3%	35,650 SH	Increased
CHECK POINT SOFTWARE TECH LT	ORD	$1.7M	0.4%Prev: 0.5%	9,064 SH	Decreased+274 SH
CHEVRON CORP NEW	COM	$394K	0.1%Prev: 0.1%	2,582 SH	Decreased-6 SH
COCA COLA CO	COM	$294K	0.1%Prev: 0.1%	4,205 SH	Decreased-313 SH
COSTCO WHSL CORP NEW	COM	$334K	0.1%Prev: 0.1%	387 SH	Decreased-10 SH
COTERRA ENERGY INC	COM	$2.7M	0.7%Prev: 0.6%	103,443 SH	Increased-2,167 SH
CVS HEALTH CORP	COM	$2.2M	0.6%Prev: 0.5%	28,279 SH	Increased+259 SH
DIAGEO PLC	SPON ADR NEW	$1.2M	0.3%Prev: 0.5%	14,189 SH	Decreased-3,997 SH
DIAMOND HILL INVT GROUP INC	COM NEW	$5.7M	1.5%Prev: 0.7%	33,779 SH	Increased+13,385 SH
DISNEY WALT CO	COM	$2.8M	0.7%Prev: 0.7%	24,855 SH	Increased+544 SH
DOMINION ENERGY INC	COM	$689K	0.2%Prev: 0.2%	11,765 SH	Decreased-11 SH
DUKE ENERGY CORP NEW	COM NEW	$627K	0.2%Prev: 0.2%	5,353 SH	Decreased+12 SH
ELEVANCE HEALTH INC FORMERLY	COM	$244K	0.1%	696 SH	New
ELI LILLY & CO	COM	$5.3M	1.4%Prev: 1.0%	4,930 SH	Increased+3 SH
EXXON MOBIL CORP	COM	$5.5M	1.4%Prev: 1.3%	45,793 SH	Increased+2,306 SH
FARMLAND PARTNERS INC	COM	$2.5M	0.6%Prev: 0.7%	254,918 SH	Decreased+13,015 SH
FIRST MERCHANTS CORP	COM	$850K	0.2%Prev: 0.2%	22,687 SH	Decreased+7 SH
FIRST SOLAR INC	COM	$2.1M	0.5%Prev: 0.6%	8,170 SH	Decreased-1,917 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$6.2M	1.6%Prev: 1.6%	121,753 SH	Decreased-2,511 SH
FIRST TR EXCH TRADED FD III	MERGER ARBITRA	$1.4M	0.4%Prev: 0.4%	68,580 SH	Increased+1,237 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$944K	0.2%Prev: 0.2%	24,120 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$834K	0.2%Prev: 0.2%	17,107 SH	Increased
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$3.6M	0.9%Prev: 0.9%	81,277 SH	Increased+1,595 SH
FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$296K	0.1%Prev: 0.1%	7,615 SH	Decreased-376 SH
GENTEX CORP	COM	$1.6M	0.4%Prev: 0.5%	67,332 SH	Decreased+1,663 SH
GILEAD SCIENCES INC	COM	$1.4M	0.4%	11,746 SH	New
HERSHEY CO	COM	$246K	0.1%Prev: 0.1%	1,353 SH	Decreased+9 SH
HOWMET AEROSPACE INC	COM	$1.6M	0.4%Prev: 0.4%	8,031 SH	Increased-25 SH
HUNTINGTON INGALLS INDS INC	COM	$3.6M	0.9%Prev: 0.8%	10,534 SH	Increased+214 SH
INNOVATOR ETFS TRUST	INTRNL DEV JAN	$285K	0.1%Prev: 0.1%	7,877 SH	Increased
INNOVATOR ETFS TRUST	US EQT PWR BUF	$320K	0.1%Prev: 0.1%	8,191 SH	Increased
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$493K	0.1%Prev: 0.1%	10,000 SH	Increased
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$381K	0.1%Prev: 0.1%	6,925 SH	Increased
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$1.1M	0.3%Prev: 0.3%	21,452 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BF	$1.3M	0.3%Prev: 0.3%	29,776 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$10.6M	2.7%Prev: 2.7%	236,944 SH	Increased+1,162 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$1.2M	0.3%Prev: 0.3%	30,067 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$801K	0.2%Prev: 0.2%	10,677 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$14.7M	3.8%Prev: 3.8%	24,002 SH	Increased-344 SH
ISHARES GOLD TR	ISHARES NEW	$5.7M	1.5%Prev: 1.4%	70,338 SH	Increased-1,313 SH
ISHARES INC	CORE MSCI EMKT	$11.6M	3.0%Prev: 2.0%	172,108 SH	Increased+56,424 SH
ISHARES TR	10-20 YR TRS ETF	$6.1M	1.6%Prev: 1.8%	60,301 SH	Decreased-5,225 SH
ISHARES TR	20 YR TR BD ETF	$531K	0.1%Prev: 0.1%	6,097 SH	Increased+2,701 SH
ISHARES TR	CONV BD ETF	$662K	0.2%Prev: 0.1%	6,721 SH	Increased+1,083 SH
ISHARES TR	CORE 1 5 YR USD	$2.5M	0.6%Prev: 0.6%	50,574 SH	Increased+342 SH
ISHARES TR	CORE 80/20 AGGRE	$410K	0.1%Prev: 0.1%	4,573 SH	Increased+82 SH
ISHARES TR	CORE MSCI EAFE	$510K	0.1%Prev: 0.1%	5,700 SH	Increased+24 SH
ISHARES TR	CORE S&P MCP ETF	$304K	0.1%Prev: 0.1%	4,612 SH	Decreased-1,952 SH
ISHARES TR	CORE S&P SCP ETF	$231K	0.1%Prev: 0.1%	1,925 SH	Decreased-490 SH
ISHARES TR	CORE S&P TTL STK	$16.7M	4.3%Prev: 4.4%	112,499 SH	Decreased-2,743 SH
ISHARES TR	CORE S&P500 ETF	$18.6M	4.8%Prev: 4.8%	27,221 SH	Increased-169 SH
ISHARES TR	GLOBAL TECH ETF	$299K	0.1%Prev: 0.1%	2,852 SH	Increased-46 SH
ISHARES TR	LARGE CAP MAX BU	$368K	0.1%Prev: 0.1%	13,045 SH	Increased+101 SH
ISHARES TR	MSCI EAFE MIN VL	$296K	0.1%Prev: 0.1%	3,434 SH	Increased+28 SH
ISHARES TR	MSCI USA MIN VOL	$1.6M	0.4%Prev: 0.5%	16,979 SH	Decreased-1,878 SH
ISHARES TR	MSCI USA MMENTM	$6.4M	1.6%Prev: 1.2%	25,663 SH	Increased+7,960 SH
ISHARES TR	MSCI USA QLT FCT	$10.7M	2.7%Prev: 4.5%	54,070 SH	Decreased-34,587 SH
ISHARES TR	MSCI USA SZE FT	$640K	0.2%Prev: 0.2%	3,964 SH	Increased
ISHARES TR	MSCI USA VALUE	$328K	0.1%Prev: 0.1%	2,398 SH	Decreased-963 SH
ISHARES TR	NATIONAL MUN ETF	$4.6M	1.2%Prev: 1.2%	43,212 SH	Increased-92 SH
ISHARES TR	RUS 1000 GRW ETF	$13.0M	3.3%Prev: 3.4%	27,473 SH	Decreased-386 SH
ISHARES TR	RUS 1000 VAL ETF	$343K	0.1%Prev: 0.1%	1,629 SH	Increased+1 SH
ISHARES TR	RUS MD CP GR ETF	$368K	0.1%Prev: 0.1%	2,684 SH	Decreased
ISHARES TR	RUS MDCP VAL ETF	$322K	0.1%Prev: 0.1%	2,280 SH	Increased
ISHARES TR	RUS TP200 GR ETF	$1.5M	0.4%Prev: 0.4%	5,271 SH	Increased+4 SH
ISHARES TR	RUSSELL 2000 ETF	$330K	0.1%Prev: 0.1%	1,339 SH	Increased+2 SH
ISHARES TR	S&P 100 ETF	$547K	0.1%Prev: 0.1%	1,595 SH	Increased+9 SH
ISHARES TR	S&P 500 GRWT ETF	$652K	0.2%Prev: 0.2%	5,291 SH	Decreased-221 SH
ISHARES TR	SHRT NAT MUN ETF	$408K	0.1%Prev: 0.1%	3,826 SH	Decreased-317 SH
ISHARES TR	SYSTEMATIC BD ET	$651K	0.2%	7,252 SH	New
ISHARES TR	ULTRA SHORT DUR	$1.6M	0.4%Prev: 0.4%	31,202 SH	Increased+1,490 SH
ISHARES TR	US AER DEF ETF	$2.8M	0.7%Prev: 0.7%	13,024 SH	Increased+296 SH
ISHARES TR	US TREAS BD ETF	$359K	0.1%Prev: 0.1%	15,582 SH	Decreased+5 SH
ISHARES U S ETF TR	SHORT MATURITY M	$296K	0.1%Prev: 0.1%	5,880 SH	Increased+56 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$15.1M	3.8%Prev: 2.8%	210,296 SH	Increased+53,005 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$3.3M	0.8%Prev: 0.8%	69,027 SH	Increased+8,127 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.1M	0.3%Prev: 0.4%	19,476 SH	Decreased-4,087 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$433K	0.1%Prev: 0.1%	6,522 SH	Increased+12 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$964K	0.2%Prev: 0.2%	19,097 SH	Increased+88 SH
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$513K	0.1%Prev: 0.3%	10,782 SH	Decreased-15,886 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$397K	0.1%Prev: 0.1%	7,846 SH	Increased+2,921 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$3.8M	1.0%Prev: 1.0%	73,666 SH	Decreased-2,527 SH
JOHNSON & JOHNSON	COM	$266K	0.1%Prev: 0.1%	1,287 SH	Increased-40 SH
JPMORGAN CHASE & CO.	COM	$3.7M	1.0%Prev: 1.3%	11,594 SH	Decreased-4,179 SH
KROGER CO	COM	$1.9M	0.5%Prev: 0.5%	30,229 SH	Decreased+511 SH
LOVESAC COMPANY	COM	$3.6M	0.9%Prev: 0.6%	241,532 SH	Increased+105,349 SH
MCDONALDS CORP	COM	$339K	0.1%Prev: 0.2%	1,109 SH	Decreased-805 SH
MCKESSON CORP	COM	$246K	0.1%Prev: 0.1%	300 SH	Increased
MERCHANTS BANCORP IND	COM	$527K	0.1%Prev: 0.1%	15,477 SH	Increased
META PLATFORMS INC	CL A	$916K	0.2%Prev: 0.3%	1,387 SH	Decreased+31 SH
MICROSOFT CORP	COM	$680K	0.2%Prev: 0.2%	1,406 SH	Decreased-54 SH
MOBILEYE GLOBAL INC	COMMON CLASS A	$2.5M	0.6%Prev: 0.8%	235,292 SH	Decreased+12,350 SH
NEXTERA ENERGY INC	COM	$276K	0.1%Prev: 0.1%	3,441 SH	Increased-49 SH
NIKE INC	CL B	$298K	0.1%Prev: 0.1%	4,676 SH	Increased+1,500 SH
NORTHROP GRUMMAN CORP	COM	$4.1M	1.1%Prev: 1.1%	7,265 SH	Decreased+245 SH
NVIDIA CORPORATION	COM	$3.4M	0.9%Prev: 0.9%	18,263 SH	Decreased-890 SH
PACER FDS TR	US CASH COWS 100	$519K	0.1%Prev: 0.1%	8,627 SH	Increased-229 SH
PALANTIR TECHNOLOGIES INC	CL A	$647K	0.2%Prev: 0.2%	3,638 SH	Decreased
PEPSICO INC	COM	$266K	0.1%Prev: 0.1%	1,850 SH	Increased+109 SH
PFIZER INC	COM	$1.2M	0.3%	49,218 SH	New
PGIM ROCK ETF TR	S&P 500 BUFFER	$652K	0.2%Prev: 0.1%	21,920 SH	Increased+10,190 SH
PHILIP MORRIS INTL INC	COM	$4.2M	1.1%Prev: 1.1%	26,257 SH	Increased+361 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$1.1M	0.3%Prev: 0.3%	22,459 SH	Increased+344 SH
PROCTER AND GAMBLE CO	COM	$393K	0.1%Prev: 0.1%	2,739 SH	Decreased-7 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$293K	0.1%Prev: 0.1%	11,020 SH	Increased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.7M	0.4%Prev: 0.5%	61,252 SH	Decreased-7,513 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.4M	0.4%Prev: 0.3%	47,323 SH	Increased+1,264 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$2.9M	0.7%Prev: 0.7%	108,460 SH	Increased+1,916 SH
SIBANYE STILLWATER LTD	SPONSORED ADR	$7.0M	1.8%Prev: 2.1%	491,358 SH	Decreased-214,104 SH
SIMON PPTY GROUP INC NEW	COM	$2.0M	0.5%Prev: 0.5%	10,803 SH	Increased+172 SH
SPDR S&P 500 ETF TR	TR UNIT	$812K	0.2%Prev: 0.2%	1,191 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$3.8M	1.0%	73,110 SH	New
TESLA INC	COM	$366K	0.1%Prev: 0.3%	813 SH	Decreased-2,032 SH
THORNBURG ETF TR	INTL EQUITY ETF	$208K	0.1%	6,638 SH	New
TIMOTHY PLAN	US LRGMD CP CORE	$377K	0.1%Prev: 0.1%	8,300 SH	Decreased
U HAUL HOLDING COMPANY	COM SER N	$2.9M	0.7%Prev: 0.6%	62,030 SH	Increased+15,065 SH
UBER TECHNOLOGIES INC	COM	$239K	0.1%Prev: 0.1%	2,919 SH	Decreased-145 SH
UNITEDHEALTH GROUP INC	COM	$2.2M	0.6%Prev: 0.6%	6,802 SH	Decreased+288 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$212K	0.1%Prev: 0.1%	1,761 SH	Increased+4 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.2M	0.3%Prev: 0.3%	15,684 SH	Decreased-100 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.8M	1.2%Prev: 1.2%	98,621 SH	Increased+2,573 SH
VANGUARD INDEX FDS	GROWTH ETF	$202K	0.1%	415 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$3.8M	1.0%Prev: 1.0%	13,117 SH	Decreased-262 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.8M	1.7%Prev: 1.7%	10,791 SH	Increased+23 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$866K	0.2%Prev: 0.2%	2,582 SH	Increased+117 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.0M	1.0%Prev: 1.0%	80,294 SH	Increased+285 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.2M	1.1%Prev: 1.6%	67,475 SH	Decreased-32,007 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$7.9M	2.0%Prev: 2.0%	86,139 SH	Increased-753 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$396K	0.1%Prev: 0.1%	1,377 SH	Increased-12 SH
VANGUARD WORLD FD	INF TECH ETF	$699K	0.2%Prev: 0.2%	927 SH	Increased
VANGUARD WORLD FD	MEGA CAP INDEX	$9.5M	2.4%Prev: 2.4%	37,905 SH	Increased-176 SH
VERIZON COMMUNICATIONS INC	COM	$2.3M	0.6%Prev: 0.6%	56,746 SH	Decreased+1,548 SH
WALMART INC	COM	$227K	0.1%Prev: 0.1%	2,034 SH	Increased-66 SH
WISDOMTREE TR	US MIDCAP DIVID	$414K	0.1%Prev: 0.1%	8,014 SH	Decreased-343 SH

Sold (vs prior filing)

AIM ETF PRODUCTS TRUST — $710K
AIM ETF PRODUCTS TRUST — $4.5M
BLUE OWL CAPITAL CORPORATION — $3K
GOLUB CAP BDC INC — $2K
PACER FDS TR — $227K
SEMPRA — $202K
SPDR SERIES TRUST — $324K
SPDR SERIES TRUST — $2.5M
SPDR SERIES TRUST — $761K
SPDR SERIES TRUST — $203K
SPDR SERIES TRUST — $272K
TIMOTHY PLAN — $346K
UNILEVER PLC — $807K
VANGUARD MALVERN FDS — $761K
WEBSTER FINL CORP — $897K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 7, 2026	Q4 2025	13F-HR	0001830467-26-000001	$391.9M	View
Nov 12, 2025	Q3 2025	13F-HR	0001830467-25-000003	$384.3M	View
Aug 4, 2026	Q2 2026