BCGM Wealth Management, LLC Diversified Active

CIK: 0001830467 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 5, 2025

Total Value ($000): $354,632 (100.0% shares, 0.0% debt)

Holdings (163)

IVV ISHARES TR 4.8%
Value ($000) $17,016 Shares 27,405 Est. Cost $418.20 Unrealized
QUAL ISHARES TR 4.5%
Value ($000) $15,943 Shares 87,206 Est. Cost $153.04 Unrealized
ITOT ISHARES TR 4.4%
Value ($000) $15,648 Shares 115,877 Est. Cost $100.79 Unrealized
QQQ INVESCO QQQ TR 4.0%
Value ($000) $14,120 Shares 25,597 Est. Cost $368.98 Unrealized
IWF ISHARES TR 3.4%
Value ($000) $12,188 Shares 28,705 Est. Cost $346.41 Unrealized
VEA VANGUARD TAX-MANAGED FDS 3.2%
Value ($000) $11,385 Shares 199,702 Est. Cost $57.01 Unrealized
DYNF BLACKROCK ETF TRUST 3.0%
Value ($000) $10,798 Shares 198,272 Est. Cost $45.56 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 2.8%
Value ($000) $9,795 Shares 149,549 Est. Cost $59.26 Unrealized
VIGI VANGUARD WHITEHALL FDS 2.2%
Value ($000) $7,645 Shares 84,831 Est. Cost $74.54 Unrealized
IEMG ISHARES INC 1.7%
Value ($000) $6,147 Shares 102,404 Est. Cost $57.11 Unrealized
FMB FIRST TR EXCH TRADED FD III 1.7%
Value ($000) $6,143 Shares 123,313 Est. Cost $53.68 Unrealized
VOO VANGUARD INDEX FDS 1.7%
Value ($000) $6,126 Shares 10,785 Est. Cost $377.59 Unrealized
TLH ISHARES TR 1.7%
Value ($000) $6,029 Shares 59,338 Est. Cost $103.57 Unrealized
PJAN INNOVATOR ETFS TRUST 1.5%
Value ($000) $5,395 Shares 122,471 Est. Cost $35.21 Unrealized
JPM JPMORGAN CHASE & CO. 1.5%
Value ($000) $5,291 Shares 18,250 Est. Cost $120.65 Unrealized +109.4%
JCPB J P MORGAN EXCHANGE TRADED F 1.5%
Value ($000) $5,285 Shares 112,309 Est. Cost $47.25 Unrealized
BINC BLACKROCK ETF TRUST II 1.5%
Value ($000) $5,186 Shares 98,144 Est. Cost $52.42 Unrealized
SBSW SIBANYE STILLWATER LTD 1.4%
Value ($000) $5,003 Shares 692,934 Est. Cost $6.08 Unrealized
THRO BLACKROCK ETF TRUST 1.4%
Value ($000) $4,985 Shares 140,101 Est. Cost $35.27 Unrealized
PM PHILIP MORRIS INTL INC 1.4%
Value ($000) $4,814 Shares 26,433 Est. Cost $96.41 Unrealized +73.6%
TAXX BONDBLOXX ETF TRUST 1.3%
Value ($000) $4,781 Shares 93,655 Est. Cost $50.74 Unrealized
XOM EXXON MOBIL CORP 1.3%
Value ($000) $4,633 Shares 42,979 Est. Cost $63.89 Unrealized +63.6%
BNDX VANGUARD CHARLOTTE FDS 1.3%
Value ($000) $4,539 Shares 91,686 Est. Cost $49.51 Unrealized
JANW AIM ETF PRODUCTS TRUST 1.2%
Value ($000) $4,399 Shares 125,925 Est. Cost $26.81 Unrealized
MGC VANGUARD WORLD FD 1.2%
Value ($000) $4,340 Shares 19,298 Est. Cost $208.86 Unrealized
ISTB ISHARES TR 1.2%
Value ($000) $4,313 Shares 88,644 Est. Cost $48.27 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 1.2%
Value ($000) $4,239 Shares 83,250 Est. Cost $50.93 Unrealized
MTUM ISHARES TR 1.2%
Value ($000) $4,148 Shares 17,259 Est. Cost $200.70 Unrealized
MUB ISHARES TR 1.1%
Value ($000) $4,036 Shares 38,629 Est. Cost $109.21 Unrealized
MBLY MOBILEYE GLOBAL INC 1.1%
Value ($000) $3,978 Shares 221,264 Est. Cost $20.71 Unrealized -26.2%
VTEB VANGUARD MUN BD FDS 1.1%
Value ($000) $3,917 Shares 79,895 Est. Cost $50.00 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $3,913 Shares 19,070 Est. Cost $147.72 Unrealized +36.3%
VO VANGUARD INDEX FDS 1.1%
Value ($000) $3,780 Shares 13,510 Est. Cost $220.25 Unrealized
LLY ELI LILLY & CO 1.1%
Value ($000) $3,742 Shares 4,801 Est. Cost $328.49 Unrealized +135.4%
NOC NORTHROP GRUMMAN CORP 0.9%
Value ($000) $3,346 Shares 6,693 Est. Cost $384.80 Unrealized +26.3%
FIXD FIRST TR EXCHNG TRADED FD VI 0.9%
Value ($000) $3,317 Shares 75,570 Est. Cost $49.96 Unrealized
IAU ISHARES GOLD TR 0.9%
Value ($000) $3,313 Shares 53,127 Est. Cost $54.94 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $3,147 Shares 6,478 Est. Cost $283.25 Unrealized +79.3%
TXXI BONDBLOXX ETF TRUST 0.9%
Value ($000) $3,114 Shares 62,875 Est. Cost $49.77 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $3,052 Shares 19,320 Est. Cost $101.09 Unrealized +24.5%
DIS DISNEY WALT CO 0.8%
Value ($000) $2,973 Shares 23,977 Est. Cost $112.07 Unrealized -8.3%
DHIL DIAMOND HILL INVT GROUP INC 0.8%
Value ($000) $2,859 Shares 19,675 Est. Cost $134.71 Unrealized -4.0%
AL AIR LEASE CORP 0.8%
Value ($000) $2,773 Shares 47,412 Est. Cost $44.78 Unrealized +15.1%
FPI FARMLAND PARTNERS INC 0.8%
Value ($000) $2,711 Shares 235,515 Est. Cost $12.18 Unrealized
CTRA COTERRA ENERGY INC 0.8%
Value ($000) $2,700 Shares 106,383 Est. Cost $18.07 Unrealized +37.3%
SCHP SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,673 Shares 100,182 Est. Cost $39.14 Unrealized
SPSM SPDR SERIES TRUST 0.7%
Value ($000) $2,536 Shares 59,530 Est. Cost $39.13 Unrealized
LOVE LOVESAC COMPANY 0.7%
Value ($000) $2,531 Shares 139,070 Est. Cost $29.86 Unrealized -36.4%
HII HUNTINGTON INGALLS INDS INC 0.7%
Value ($000) $2,375 Shares 9,838 Est. Cost $203.12 Unrealized +8.5%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $2,271 Shares 52,492 Est. Cost $36.37 Unrealized +15.0%
KR KROGER CO 0.6%
Value ($000) $2,047 Shares 28,531 Est. Cost $37.84 Unrealized +80.2%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,983 Shares 6,355 Est. Cost $385.63 Unrealized -2.8%
CVS CVS HEALTH CORP 0.5%
Value ($000) $1,881 Shares 27,263 Est. Cost $65.68 Unrealized -2.3%
CHKP CHECK POINT SOFTWARE TECH LT 0.5%
Value ($000) $1,871 Shares 8,456 Est. Cost $129.98 Unrealized +69.3%
USMV ISHARES TR 0.5%
Value ($000) $1,766 Shares 18,815 Est. Cost $69.42 Unrealized
DEO DIAGEO PLC 0.5%
Value ($000) $1,751 Shares 17,360 Est. Cost $140.60 Unrealized
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,708 Shares 64,434 Est. Cost $43.31 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.5%
Value ($000) $1,621 Shares 10,086 Est. Cost $95.01 Unrealized +60.7%
FSLR FIRST SOLAR INC 0.4%
Value ($000) $1,573 Shares 9,503 Est. Cost $123.14 Unrealized +19.9%
HWM HOWMET AEROSPACE INC 0.4%
Value ($000) $1,518 Shares 8,156 Est. Cost $153.62 Unrealized 0.0%
ICSH ISHARES TR 0.4%
Value ($000) $1,455 Shares 28,684 Est. Cost $50.37 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $1,417 Shares 24,929 Est. Cost $54.69 Unrealized
PSEP INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,369 Shares 33,480 Est. Cost $31.68 Unrealized
GNTX GENTEX CORP 0.4%
Value ($000) $1,362 Shares 61,919 Est. Cost $29.68 Unrealized -26.3%
PMAY INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,314 Shares 34,774 Est. Cost $32.85 Unrealized
IWY ISHARES TR 0.4%
Value ($000) $1,311 Shares 5,320 Est. Cost $147.30 Unrealized
MARB FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $1,291 Shares 63,151 Est. Cost $20.10 Unrealized
PAUG INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,286 Shares 31,776 Est. Cost $29.87 Unrealized
SCHV SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,270 Shares 45,908 Est. Cost $37.82 Unrealized
JSCP J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $1,243 Shares 26,197 Est. Cost $46.79 Unrealized
MAYW AIM ETF PRODUCTS TRUST 0.3%
Value ($000) $1,223 Shares 38,018 Est. Cost $28.78 Unrealized
SMMU PIMCO ETF TR 0.3%
Value ($000) $1,223 Shares 24,372 Est. Cost $49.28 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,105 Shares 15,010 Est. Cost $73.62 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $1,098 Shares 5,005 Est. Cost $141.42 Unrealized +39.9%
BJUL INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,011 Shares 21,452 Est. Cost $31.79 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $1,001 Shares 1,356 Est. Cost $267.91 Unrealized +130.2%
CPSM CALAMOS ETF TR 0.3%
Value ($000) $993 Shares 35,650 Est. Cost $25.69 Unrealized
UNILEVER PLC 0.3%
Value ($000) $904 Shares 14,773 Est. Cost $52.44 Unrealized
WBS WEBSTER FINL CORP 0.2%
Value ($000) $882 Shares 16,161 Est. Cost $49.06 Unrealized +1.6%
FRME FIRST MERCHANTS CORP 0.2%
Value ($000) $868 Shares 22,674 Est. Cost $35.67 Unrealized +1.2%
TSLA TESLA INC 0.2%
Value ($000) $868 Shares 2,732 Est. Cost $185.91 Unrealized +62.1%
KJAN INNOVATOR ETFS TRUST 0.2%
Value ($000) $852 Shares 22,745 Est. Cost $34.30 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $818 Shares 11,477 Est. Cost $47.51 Unrealized
PFEB INNOVATOR ETFS TRUST 0.2%
Value ($000) $749 Shares 19,693 Est. Cost $29.16 Unrealized
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $734 Shares 14,018 Est. Cost $38.69 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $717 Shares 1,161 Est. Cost $460.32 Unrealized
D DOMINION ENERGY INC 0.2%
Value ($000) $714 Shares 12,624 Est. Cost $48.67 Unrealized +9.2%
SEPW AIM ETF PRODUCTS TRUST 0.2%
Value ($000) $702 Shares 23,281 Est. Cost $24.46 Unrealized
VTIP VANGUARD MALVERN FDS 0.2%
Value ($000) $685 Shares 13,624 Est. Cost $50.27 Unrealized
SAM BOSTON BEER INC 0.2%
Value ($000) $678 Shares 3,555 Est. Cost $230.18 Unrealized 0.0%
SIXJ AIM ETF PRODUCTS TRUST 0.2%
Value ($000) $656 Shares 20,502 Est. Cost $25.63 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $643 Shares 2,117 Est. Cost $231.23 Unrealized
GOCT FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $640 Shares 17,505 Est. Cost $32.35 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $629 Shares 5,331 Est. Cost $83.20 Unrealized +38.7%
SIZE ISHARES TR 0.2%
Value ($000) $613 Shares 3,964 Est. Cost $121.77 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $607 Shares 5,509 Est. Cost $99.54 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $587 Shares 11,832 Est. Cost $50.60 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $560 Shares 1,125 Est. Cost $274.32 Unrealized +57.6%
HIMU BLACKROCK ETF TRUST II 0.2%
Value ($000) $554 Shares 11,401 Est. Cost $49.31 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $545 Shares 1,864 Est. Cost $271.87 Unrealized +11.7%
GOOGL ALPHABET INC 0.1%
Value ($000) $518 Shares 2,941 Est. Cost $124.62 Unrealized +31.0%
POCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $513 Shares 12,425 Est. Cost $35.43 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $512 Shares 9,300 Est. Cost $47.98 Unrealized
MBIN MERCHANTS BANCORP IND 0.1%
Value ($000) $512 Shares 15,477 Est. Cost $23.44 Unrealized +36.9%
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $490 Shares 10,000 Est. Cost $36.48 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $485 Shares 1,594 Est. Cost $271.37 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $475 Shares 5,687 Est. Cost $72.44 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $462 Shares 5,235 Est. Cost $93.07 Unrealized
BSEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $452 Shares 10,000 Est. Cost $29.70 Unrealized
DIVI FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $449 Shares 12,610 Est. Cost $30.01 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $439 Shares 4,126 Est. Cost $106.32 Unrealized
ICVT ISHARES TR 0.1%
Value ($000) $437 Shares 4,851 Est. Cost $81.49 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $436 Shares 2,738 Est. Cost $136.65 Unrealized +17.7%
DON WISDOMTREE TR 0.1%
Value ($000) $417 Shares 8,325 Est. Cost $42.00 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $408 Shares 6,573 Est. Cost $99.85 Unrealized
PJUN INNOVATOR ETFS TRUST 0.1%
Value ($000) $397 Shares 9,979 Est. Cost $30.77 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $389 Shares 6,219 Est. Cost $61.14 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $379 Shares 3,344 Est. Cost $94.22 Unrealized
TPLC TIMOTHY PLAN 0.1%
Value ($000) $373 Shares 8,300 Est. Cost $34.06 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $361 Shares 2,600 Est. Cost $104.46 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $358 Shares 15,573 Est. Cost $22.67 Unrealized
MAXJ ISHARES TR 0.1%
Value ($000) $356 Shares 12,944 Est. Cost $25.99 Unrealized
AOA ISHARES TR 0.1%
Value ($000) $354 Shares 4,247 Est. Cost $64.52 Unrealized
BJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $348 Shares 6,925 Est. Cost $37.72 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $337 Shares 3,247 Est. Cost $73.81 Unrealized +38.2%
T AT&T INC 0.1%
Value ($000) $334 Shares 11,529 Est. Cost $13.49 Unrealized +99.9%
PBJL PGIM ROCK ETF TR 0.1%
Value ($000) $333 Shares 11,730 Est. Cost $28.40 Unrealized
TPHD TIMOTHY PLAN 0.1%
Value ($000) $333 Shares 8,800 Est. Cost $31.49 Unrealized
MARW AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $329 Shares 10,108 Est. Cost $28.72 Unrealized
GJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $324 Shares 8,100 Est. Cost $30.97 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $321 Shares 1,655 Est. Cost $165.76 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $318 Shares 4,500 Est. Cost $57.66 Unrealized +21.0%
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $305 Shares 8,191 Est. Cost $31.62 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $300 Shares 2,272 Est. Cost $116.30 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $298 Shares 2,079 Est. Cost $143.42 Unrealized -4.5%
SIVR ABRDN SILVER ETF TRUST 0.1%
Value ($000) $296 Shares 8,608 Est. Cost $32.51 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $292 Shares 4,022 Est. Cost $57.91 Unrealized
MEAR ISHARES U S ETF TR 0.1%
Value ($000) $291 Shares 5,783 Est. Cost $50.01 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $288 Shares 1,335 Est. Cost $200.69 Unrealized
EFAV ISHARES TR 0.1%
Value ($000) $286 Shares 3,406 Est. Cost $72.36 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $272 Shares 2,919 Est. Cost $72.04 Unrealized +14.3%
IXN ISHARES TR 0.1%
Value ($000) $271 Shares 2,932 Est. Cost $68.17 Unrealized
IJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $269 Shares 7,877 Est. Cost $29.13 Unrealized
FNDB SCHWAB STRATEGIC TR 0.1%
Value ($000) $268 Shares 11,188 Est. Cost $23.01 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $266 Shares 964 Est. Cost $215.92 Unrealized 0.0%
IJR ISHARES TR 0.1%
Value ($000) $264 Shares 2,415 Est. Cost $100.04 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $250 Shares 4,934 Est. Cost $50.43 Unrealized
GNW GENWORTH FINL INC 0.1%
Value ($000) $249 Shares 32,000 Est. Cost $4.11 Unrealized +70.0%
SLYV SPDR SERIES TRUST 0.1%
Value ($000) $244 Shares 3,054 Est. Cost $77.19 Unrealized
OCTU AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $243 Shares 9,240 Est. Cost $25.33 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $243 Shares 6,615 Est. Cost $31.61 Unrealized
SLYG SPDR SERIES TRUST 0.1%
Value ($000) $235 Shares 2,648 Est. Cost $76.96 Unrealized
PDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $230 Shares 5,752 Est. Cost $31.66 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $230 Shares 1,740 Est. Cost $154.23 Unrealized -15.0%
KJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $222 Shares 7,610 Est. Cost $27.08 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $221 Shares 1,334 Est. Cost $243.41 Unrealized -33.6%
MCK MCKESSON CORP 0.1%
Value ($000) $220 Shares 300 Est. Cost $615.89 Unrealized +14.3%
NKE NIKE INC 0.1%
Value ($000) $217 Shares 3,056 Est. Cost $59.08 Unrealized 0.0%
ICOW PACER FDS TR 0.1%
Value ($000) $205 Shares 6,036 Est. Cost $34.03 Unrealized
WMT WALMART INC 0.1%
Value ($000) $205 Shares 2,100 Est. Cost $94.76 Unrealized 0.0%
JULW AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $203 Shares 5,467 Est. Cost $37.17 Unrealized
BLNK BLINK CHARGING CO 0.0%
Value ($000) $9 Shares 10,035 Est. Cost $2.85 Unrealized -72.0%
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $0 Shares 31,000 Est. Cost Unrealized