BCGM Wealth Management, LLC

CIK

1830467

Location

LAFAYETTE, IN

Portfolio Value

Small $123,691,261

Diversification

Diversified

Filing Date

Global Rank

#4,906 / 8,232 ▲ 246

Top Industry

Aerospace & Defense 10.4%

3Y Alpha vs SPY

-3.5%

Period ended 2 months ago

Filed May 5, 2026 · 40d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.5%

SPY

+76.3%

Annualised alpha

-3.5%

Max drawdown

−16.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

64 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.0%

−0.7 pts

Top 5

30.6%

−0.2 pts

Top 10

48.3%

−0.6 pts

HHI

371

Diversified−9

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	14.1%	$17,487,943	4
Financial Services	11.3%	$13,915,988	5
Healthcare	10.5%	$13,022,990	9
Technology	10.3%	$12,768,627	8
Energy	10.1%	$12,488,615	3
Consumer Defensive	9.7%	$12,050,962	10
Industrials	9.2%	$11,342,558	5
Consumer Cyclical	8.1%	$10,004,898	7
Communication Services	6.3%	$7,800,589	5
Basic Materials	4.3%	$5,281,041	1
Real Estate	4.2%	$5,142,897	2
Utilities	1.9%	$2,384,153	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MBLY	Mobileye Global Inc.	+133,471	368,763	$2,533,401
FPI	Farmland Partners Inc.	+14,453	269,371	$3,025,036
LOVE	Lovesac Co	+9,908	251,440	$3,713,768
CTRA	Coterra Energy Inc.	+6,226	109,669	$3,853,768
PFE	Pfizer Inc	+5,180	54,398	$1,527,495
GNTX	Gentex Corp	+4,429	71,761	$1,567,977
VZ	Verizon Communications Inc	+2,539	59,285	$2,976,107
XOM	Exxon Mobil Corp	+2,024	47,817	$8,112,632
GILD	Gilead Sciences, Inc.	+1,901	13,647	$1,901,982
DEO	Diageo PLC	+1,315	15,504	$1,154,272
CVS	CVS HEALTH Corp	+1,262	29,541	$2,121,634
DIS	Walt Disney Co	+1,133	25,988	$2,504,723
PM	Philip Morris International Inc.	+837	27,094	$4,479,721
UNH	Unitedhealth Group Inc	+747	7,549	$2,042,683
HII	Huntington Ingalls Industries, Inc.	+592	11,126	$4,226,767
SPG	Simon Property Group Inc.	+551	11,354	$2,117,861
CHKP	Check Point Software Technologies Ltd	+484	9,548	$1,363,931
SIVR	abrdn Silver ETF Trust	+473	9,034	$646,924
T	At&T Inc.	+351	10,922	$316,628
SAM	Boston Beer Co Inc	+339	9,944	$2,291,097
FSLR	First Solar, Inc.	+313	8,483	$1,673,356
NKE	NIKE, Inc.	+301	4,977	$262,885
BRK-B	Berkshire Hathaway Inc	+260	7,143	$3,422,925
KR	Kroger Co	+211	30,440	$2,202,638
NOC	Northrop Grumman Corp /De/	+133	7,398	$5,047,211
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
SBSW	Sibanye Stillwater Ltd	−62,702	428,656	$5,281,041
IAU	Ishares Gold Trust	−43,252	27,086	$2,387,901
AL	SUMISHO AIR LEASE CORP	−3,729	4,167	$270,604
JPM	Jpmorgan Chase & Co	−822	10,772	$3,168,691
PLTR	Palantir Technologies Inc.	−500	3,138	$459,026
AMZN	Amazon Com Inc	−442	6,121	$1,274,820
QQQ	Invesco Qqq Trust, Series 1	−356	23,646	$13,647,998
D	Dominion Energy, Inc	−328	11,437	$707,035
NVDA	Nvidia Corp	−303	17,960	$3,132,224
HWM	Howmet Aerospace Inc.	−254	7,777	$1,792,287
AAPL	Apple Inc.	−191	19,143	$4,858,301
DHIL	DIAMOND HILL INVESTMENT GROUP INC	−186	33,593	$5,781,355
MSFT	Microsoft Corp	−105	1,301	$481,591
CVX	Chevron Corp	−58	2,524	$522,215
META	Meta Platforms, Inc.	−37	1,350	$772,375
AMGN	Amgen Inc	−37	587	$206,535
PEP	Pepsico Inc	−24	1,826	$283,559
LLY	ELI LILLY & Co	−21	4,909	$4,515,150
WMT	Walmart Inc.	−8	2,026	$251,791
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SRE	Sempra	2,247	$218,340
IBRX	ImmunityBio, Inc.	17,030	$130,620
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ARCC	Ares Capital Corp	14,200	$287,266
ELV	Elevance Health, Inc.	696	$243,982
APP	AppLovin Corp	337	$227,077
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

64 positions · $123,691,261 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 64 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	23,646	-356	$13,647,998	−7.4%	11.03%
XOM	Exxon Mobil Corp Energy	Added	47,817	+2,024	$8,112,632	+47.2%	6.56%
DHIL	DIAMOND HILL INVESTMENT GROUP INC Financial Services	Reduced	33,593	-186	$5,781,355	+1.0%	4.67%
SBSW	Sibanye Stillwater Ltd Basic Materials	Reduced	428,656	-62,702	$5,281,041	−24.6%	4.27%
NOC	Northrop Grumman Corp /De/ Industrials	Added	7,398	+133	$5,047,211	+21.8%	4.08%
AAPL	Apple Inc. Technology	Reduced	19,143	-191	$4,858,301	−7.6%	3.93%
LLY	ELI LILLY & Co Healthcare	Reduced	4,909	-21	$4,515,150	−14.8%	3.65%
PM	Philip Morris International Inc. Consumer Defensive	Added	27,094	+837	$4,479,721	+6.4%	3.62%
HII	Huntington Ingalls Industries, Inc. Industrials	Added	11,126	+592	$4,226,767	+18.0%	3.42%
CTRA	Coterra Energy Inc. Energy	Added	109,669	+6,226	$3,853,768	+41.5%	3.12%
LOVE	Lovesac Co Consumer Cyclical	Added	251,440	+9,908	$3,713,768	+4.2%	3.00%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,143	+260	$3,422,925	−1.1%	2.77%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,772	-822	$3,168,691	−15.2%	2.56%
NVDA	Nvidia Corp Technology	Reduced	17,960	-303	$3,132,224	−8.0%	2.53%
FPI	Farmland Partners Inc. Real Estate	Added	269,371	+14,453	$3,025,036	+22.5%	2.45%
VZ	Verizon Communications Inc Communication Services	Added	59,285	+2,539	$2,976,107	+28.8%	2.41%
MBLY	Mobileye Global Inc. Consumer Cyclical	Added	368,763	+133,471	$2,533,401	+3.1%	2.05%
DIS	Walt Disney Co Communication Services	Added	25,988	+1,133	$2,504,723	−11.4%	2.02%
IAU	Ishares Gold Trust	Reduced	27,086	-43,252	$2,387,901	−58.2%	1.93%
SAM	Boston Beer Co Inc Consumer Defensive	Added	9,944	+339	$2,291,097	+22.2%	1.85%
KR	Kroger Co Consumer Defensive	Added	30,440	+211	$2,202,638	+16.6%	1.78%
CVS	CVS HEALTH Corp Healthcare	Added	29,541	+1,262	$2,121,634	−5.5%	1.72%
SPG	Simon Property Group Inc. Real Estate	Added	11,354	+551	$2,117,861	+5.9%	1.71%
UNH	Unitedhealth Group Inc Healthcare	Added	7,549	+747	$2,042,683	−9.0%	1.65%
GILD	Gilead Sciences, Inc. Healthcare	Added	13,647	+1,901	$1,901,982	+31.9%	1.54%
HWM	Howmet Aerospace Inc. Industrials	Reduced	7,777	-254	$1,792,287	+8.9%	1.45%
FSLR	First Solar, Inc. Technology	Added	8,483	+313	$1,673,356	−21.6%	1.35%
GNTX	Gentex Corp Consumer Cyclical	Added	71,761	+4,429	$1,567,977	+0.1%	1.27%
PFE	Pfizer Inc Healthcare	Added	54,398	+5,180	$1,527,495	+24.6%	1.23%
CHKP	Check Point Software Technologies Ltd Technology	Added	9,548	+484	$1,363,931	−18.9%	1.10%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,121	-442	$1,274,820	−15.8%	1.03%
GOOGL	Alphabet Inc. Communication Services	Added	4,280	+21	$1,230,756	−7.7%	1.00%
DEO	Diageo PLC Consumer Defensive	Added	15,504	+1,315	$1,154,272	−5.7%	0.93%
FRME	First Merchants Corp Financial Services	Added	22,693	+6	$878,899	+3.4%	0.71%
SPY	Spdr S&P 500 ETF Trust	Added	1,238	+47	$805,120	−0.9%	0.65%
META	Meta Platforms, Inc. Communication Services	Reduced	1,350	-37	$772,375	−15.6%	0.62%
D	Dominion Energy, Inc Utilities	Reduced	11,437	-328	$707,035	+2.6%	0.57%
DUK	Duke Energy CORP Utilities	Added	5,363	+10	$702,231	+11.9%	0.57%
MBIN	Merchants Bancorp Financial Services	Held	15,477	0	$664,118	+26.0%	0.54%
SIVR	abrdn Silver ETF Trust	Added	9,034	+473	$646,924	+11.7%	0.52%
AVGO	Broadcom Inc. Technology	Added	1,907	+18	$590,235	−9.7%	0.48%
CVX	Chevron Corp Energy	Reduced	2,524	-58	$522,215	+32.7%	0.42%
MSFT	Microsoft Corp Technology	Reduced	1,301	-105	$481,591	−29.2%	0.39%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,138	-500	$459,026	−29.0%	0.37%
AEP	American Electric Power Co Inc Utilities	Held	3,247	0	$425,616	+13.7%	0.34%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,752	+13	$397,498	+1.3%	0.32%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	388	+1	$386,614	+15.8%	0.31%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,116	+7	$346,841	+2.3%	0.28%
NEE	Nextera Energy Inc Utilities	Added	3,563	+122	$330,931	+19.8%	0.27%
KO	Coca Cola Co Consumer Defensive	Added	4,216	+11	$320,626	+9.1%	0.26%