Bcgm Wealth Management, LLC Incresed Positions in Q4 2025

Bcgm Wealth Management, LLC

  • $344 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
53K
+ 33.7%
$67.15 - $70.77 $3.56M - $3.75M
210K $14.6M
IEMG
Ishares Inc

ETFs
56.4K
+ 48.77%
N/A
172K $9.23M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.96K
+ 44.96%
$245.79 - $258.02 $1.96M - $2.05M
25.7K $6.31M
DHIL
Diamond Hill Investment Group Inc

Financial Services
13.4K
+ 65.63%
$126.29 - $142.54 $1.69M - $1.91M
33.8K $4.4M
LLY
Eli Lilly & CO

Healthcare
3
+ 0.06%
$799.57 - $1025.28 $2.4K - $3.08K
4.93K $5.04M
LOVE
Lovesac CO

Consumer Cyclical
105K
+ 77.36%
$12.16 - $16.74 $1.28M - $1.76M
242K $2.94M
XOM
Exxon Mobil Corp

Energy
2.31K
+ 5.3%
$110.64 - $119.78 $255K - $276K
45.8K $5.39M
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.13K
+ 13.34%
$47.34 - $48.01 $385K - $390K
69K $3.27M
HII
Huntington Ingalls Industries, Inc.

Industrials
214
+ 2.07%
$280.02 - $324.19 $59.9K - $69.4K
10.5K $3.31M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.7K
+ 79.53%
$88.67 - $92.06 $239K - $249K
6.1K $541K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
224
+ 3.36%
$475.68 - $513.11 $107K - $115K
6.88K $3.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.92K
+ 59.31%
$50.57 - $50.77 $148K - $148K
7.85K $397K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.02%
$236.57 - $291.31 $237 - $291
4.26K $1.18M
BNDX
Vanguard Total International B

ETFs
2.57K
+ 2.68%
$49.3 - $49.91 $127K - $128K
98.6K $4.88M
CVS
Cvs Health Corp

Healthcare
259
+ 0.92%
$76.69 - $83.04 $19.9K - $21.5K
28.3K $2.22M
AMZN
Amazon Com Inc

Consumer Cyclical
1
+ 0.02%
$213.04 - $254.0 $213 - $254
6.56K $1.54M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.08K
+ 19.21%
$98.1 - $103.73 $106K - $112K
6.72K $659K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.49K
+ 5.01%
$50.56 - $50.76 $75.3K - $75.6K
31.2K $1.58M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23
+ 0.21%
$600.51 - $631.95 $13.8K - $14.5K
10.8K $6.67M
NKE
Nike, Inc.

Consumer Cyclical
1.5K
+ 47.23%
$60.8 - $74.57 $91.2K - $112K
4.68K $294K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.6K
+ 2.0%
$44.38 - $44.96 $70.8K - $71.7K
81.3K $3.61M
POCT
Innovator U.S. Equity Power Bu

ETFs
1.16K
+ 9.35%
$42.64 - $43.66 $49.5K - $50.7K
13.6K $586K
MARB
First Tr Exchange Traded Fd Ii

ETFs
1.24K
+ 1.84%
$20.21 - $20.69 $25K - $25.6K
68.6K $1.42M
VTI
Vanguard Total Stock Market Et

ETFs
117
+ 4.75%
$321.8 - $337.95 $37.7K - $39.5K
2.58K $851K
SIVR
Abrdn Silver ETF Trust

ETFs
96
+ 1.13%
$44.53 - $51.56 $4.27K - $4.95K
8.56K $412K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.92K
+ 1.8%
$26.75 - $27.15 $51.3K - $52K
108K $2.91M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.26K
+ 2.74%
$28.46 - $29.45 $36K - $37.2K
47.3K $1.37M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
285
+ 0.36%
$49.98 - $50.59 $14.2K - $14.4K
80.3K $4.04M
PEP
Pepsico Inc

Consumer Defensive
109
+ 6.26%
$138.84 - $153.71 $15.1K - $16.8K
1.85K $273K
AVGO
Broadcom Inc.

Technology
3
+ 0.16%
$324.63 - $385.98 $974 - $1.16K
1.89K $647K
ITA
Ishares Tr

ETFs
296
+ 2.33%
$205.04 - $218.9 $60.7K - $64.8K
13K $2.68M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
344
+ 1.56%
$50.37 - $50.58 $17.3K - $17.4K
22.5K $1.13M
IWY
Ishares Tr Russell 200 Growth

ETFs
4
+ 0.08%
$268.43 - $288.26 $1.07K - $1.15K
5.27K $1.46M
KR
Kroger CO

Consumer Defensive
511
+ 1.72%
$63.15 - $69.15 $32.3K - $35.3K
30.2K $2.02M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4
+ 0.03%
$54.27 - $56.85 $217 - $227
13.8K $772K
AOA
Ishares Tr Core Aggressive All

ETFs
82
+ 1.83%
$86.51 - $90.12 $7.09K - $7.39K
4.57K $406K
DUK
Duke Energy Corp

Utilities
12
+ 0.22%
$121.57 - $129.03 $1.46K - $1.55K
5.35K $670K
IEFA
Ishares Tr

ETFs
24
+ 0.42%
$86.09 - $89.88 $2.07K - $2.16K
5.7K $505K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
342
+ 0.68%
$48.64 - $48.99 $16.6K - $16.8K
50.6K $2.46M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
28
+ 0.82%
$83.65 - $86.6 $2.34K - $2.42K
3.43K $296K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
56
+ 1.36%
$76.84 - $80.86 $4.3K - $4.53K
4.19K $330K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
88
+ 0.46%
$50.33 - $50.81 $4.43K - $4.47K
19.1K $965K
OEF
Ishares S&P 100 ETF

ETFs
9
+ 0.57%
N/A
1.6K $424K
MEAR
Blackrock Short Maturity Munic

ETFs
56
+ 0.96%
$50.31 - $50.47 $2.82K - $2.83K
5.88K $296K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.06%
$199.44 - $208.01 $199 - $208
1.63K $333K
UHALB
Amerco Com Ser N
15.1K
+ 32.08%
N/A
62K $0
Bondbloxx ETF Trust
2.6K
+ 2.64%
N/A
101K $0
Bondbloxx ETF Trust
3.21K
+ 5.0%
N/A
67.5K $0
Blackrock ETF Trust Ii
3.21K
+ 3.02%
N/A
110K $0
Activity Summary
Buys All Purchases 78 New Holdings 9 Increased Positions 69 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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