BCGM Wealth Management, LLC

CIK

1830467

Location

LAFAYETTE, IN

Portfolio Value

Micro $5,281,041

Diversification

Diversified

Filing Date

Global Rank

#5,253 / 8,586 ▲ 130

Top Industry

Aerospace & Defense 10.4%

3Y Alpha vs SPY

-4.0%

Period ended 3 months ago

Filed May 5, 2026 · 42d

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

+61.3%

SPY

+78.1%

Annualised alpha

-4.0%

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

1 positions · $5,281,041 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
SBSW	Sibanye Stillwater Ltd Basic Materials	Reduced	428,656	-62,702	$5,281,041	−24.6%	100.00%