Bcgm Wealth Management, LLC Portfolio Holdings

Bcgm Wealth Management, LLC

  • $322 Million
  • Q2 2025

Bcgm Wealth Management, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $322 Million distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $17M, Ishares Msci Usa Quality Facto with a value of $15.9M, Ishares Core S&P Total U.S. St with a value of $15.6M, Invesco Qqq Trust, Series 1 with a value of $14.1M, and Ishares Russell 1000 Gr ETF with a value of $12.2M.

Examining the 13F form we can see an increase of $25.4M in the current position value, from $297M to 322M.

Below you can find more details about Bcgm Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $322 Million
ETFs: $230 Million
Financial Services: $14.2 Million
Consumer Defensive: $11.6 Million
Technology: $11.5 Million
Industrials: $10 Million
Healthcare: $7.82 Million
Energy: $7.63 Million
Communication Services: $7.1 Million
Other: $17.6 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$859B
$5.29 Million 1.64% of portfolio
18,250
Q2 2025 Reduced 0.41%
$261B
$4.81 Million 1.49% of portfolio
26,433
Q2 2025 Added 1.94%
$442B
$4.63 Million 1.44% of portfolio
42,979
Q2 2025 Added 1.17%
$3.69T
$3.91 Million 1.21% of portfolio
19,070
Q2 2025 Added 3.13%
$608B
$3.74 Million 1.16% of portfolio
4,801
Q2 2025 Added 2.13%
$621B
$3.15 Million 0.98% of portfolio
6,478
Q2 2025 Added 1.81%
$456B
$3.05 Million 0.95% of portfolio
19,320
Q2 2025 Added 0.53%
$207B
$2.97 Million 0.92% of portfolio
23,977
Q2 2025 Added 1.67%
$245B
$1.98 Million 0.62% of portfolio
6,355
Q2 2025 Added 59.03%
$2.26T
$1.1 Million 0.34% of portfolio
5,005
Q2 2025 Added 11.84%
$1.78T
$1 Million 0.31% of portfolio
1,356
Q1 2025 Added 3.43%
$1.08T
$867,000 0.27% of portfolio
2,732
Q2 2025 Added 0.11%
$3.95T
$559,000 0.17% of portfolio
1,125
Q2 2025 Added 11.94%
$222B
$544,000 0.17% of portfolio
1,864
Q2 2025 Added 0.49%
$1.21T
$518,000 0.16% of portfolio
2,941
Q2 2025 Added 7.34%
$368B
$436,000 0.14% of portfolio
2,738
Q2 2025 Reduced 0.15%
$306B
$318,000 0.1% of portfolio
4,500
Q2 2025 Added 0.51%
$302B
$297,000 0.09% of portfolio
2,079
Q2 2025 Reduced 3.88%
$202B
$229,000 0.07% of portfolio
1,740
Q2 2025 Added 2.65%
$281B
$205,000 0.06% of portfolio
2,100
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $322 Million
  • Prior Value $297 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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