BCGM Wealth Management, LLC

CIK 0001830467 · Q2 2026

13F Equity AUM

$473.0M

+18.8% QoQ

Positions

182

-178 QoQ

AUM Rank

#5,090

Top 41%

Skill Alpha (FF)

-2.5%/yr^ns

No Clear Edge

Rank #5,787 · Top 70%

vs S&P -4.2%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 24.0%Top 10: 36.8%Top 20: 50.8%

ITOT7.6%

VCRB5.4%

IVV4.2%

NDQ3.6%

DYNF3.2%

IWF3.2%

JAVA2.9%

CORO2.6%

LLY2.3%

VIGI1.8%

Others (172)63.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 182Median: 0.19%Avg: 0.55%

0–0.5%

123(17.6%)

0.5–1%

30(22.0%)

1–3%

23(33.3%)

3–5%

4(14.2%)

5%+

2(13.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 182vs 20 funds

0%Low

182

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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