BCGM Wealth Management, LLC

13F filer, CIK 1830467, LAFAYETTE, IN

BCGM Wealth Management, LLC reported $308,276,729 across 154 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-06. Its ten largest share positions make up 38.74% of the portfolio.

Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001765380-24-000402

Period: 2024-09-30
Reported value: $308M
Holdings: 154
Top 10 weight: 38.74%
New: 7
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
JCPBadded	+110,356	$5.32M
ICOWadded	+106,573	$3.37M
TAXXnew	+63,336	$3.22M
ALnew	+41,934	$1.9M
MBLYadded	+122,031	$1.67M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
ITOTreduced	-28,167	-$3.54M
JMSTreduced	-50,961	-$2.6M
HEFAexited	-48,586	-$1.73M
TJXreduced	-13,751	-$1.62M
SCHPreduced	-29,236	-$1.57M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001765380-24-000402, largest first. % of portfolio is the value over $308,276,729, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
ITOTISHARES TR	185,146	$23.3M	7.54%	-28,167	Timeline
IVVISHARES TR	28,029	$16.2M	5.24%	-339	Timeline
JCPBJ P MORGAN EXCHANGE TRADED F	294,576	$14.2M	4.61%	+110,356	Timeline
QUALISHARES TR	77,867	$14M	4.53%	-10	Timeline
QQQINVESCO QQQ TR	22,119	$10.8M	3.5%	-245	Timeline
IWFISHARES TR	27,975	$10.5M	3.41%	-442	Timeline
VIGIVANGUARD WHITEHALL FDS	106,722	$9.42M	3.06%	-2,392	Timeline
DYNFBLACKROCK ETF TRUST	167,505	$8.29M	2.69%	+1,196	Timeline
ICOWPACER FDS TR	208,185	$6.58M	2.14%	+106,573	Timeline
VOOVANGUARD INDEX FDS	11,801	$6.23M	2.02%	-172	Timeline
JAVAJ P MORGAN EXCHANGE TRADED F	87,274	$5.59M	1.81%	-25	Timeline
FMBFIRST TR EXCH TRADED FD III	107,199	$5.57M	1.81%	+5,885	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	100,908	$5.14M	1.67%	-50,961	Timeline
XOMEXXON MOBIL CORP	40,869	$4.79M	1.55%	-1,780	Timeline
MUBISHARES TR	43,017	$4.67M	1.52%	+5,580	Timeline
AAPLAPPLE INC	18,841	$4.39M	1.42%	-766	Timeline
JPMJPMORGAN CHASE & CO	20,415	$4.3M	1.4%	+307	Timeline
BINCBLACKROCK ETF TRUST II	78,866	$4.22M	1.37%	+5,445	Timeline
VOVANGUARD INDEX FDS	15,402	$4.06M	1.32%	-264	Timeline
EMXCISHARES INC	66,181	$4.04M	1.31%	+2,434	Timeline
JANWAIM ETF PRODUCTS TRUST	121,070	$3.99M	1.29%	-738	Timeline
ISTBISHARES TR	81,597	$3.97M	1.29%	+2,818	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	8,380	$3.86M	1.25%	+73	Timeline
LOVELOVESAC CO	134,364	$3.85M	1.25%	+1,023	Timeline
LLYELI LILLY & CO	4,115	$3.65M	1.18%	+2	Timeline
PJANINNOVATOR ETFS TRUST	87,599	$3.62M	1.17%	0	Timeline
NOCNORTHROP GRUMMAN CORP	6,312	$3.33M	1.08%	+62	Timeline
TAXXBONDBLOXX ETF TRUST	63,336	$3.22M	1.04%	new	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	68,936	$3.12M	1.01%	+2,364	Timeline
TLTISHARES TR	31,362	$3.08M	1%	-42	Timeline
DHILDIAMOND HILL INVT GROUP INC	18,919	$3.06M	0.99%	+281	Timeline
SPSMSPDR SERIES TRUST	64,665	$2.94M	0.95%	-1,336	Timeline
PMPHILIP MORRIS INTL INC	24,228	$2.94M	0.95%	+1,960	Timeline
FPIFARMLAND PARTNERS INC	261,341	$2.73M	0.89%	+1,510	Timeline
SCHDSCHWAB STRATEGIC TR	30,933	$2.61M	0.85%	-1,979	Timeline
MBLYMOBILEYE GLOBAL INC	190,595	$2.61M	0.85%	+122,031	Timeline
SBSWSIBANYE STILLWATER LTD	620,252	$2.55M	0.83%	+233,217	Timeline
SCHPSCHWAB STRATEGIC TR	45,804	$2.46M	0.8%	-29,236	Timeline
CTRACOTERRA ENERGY INC	101,597	$2.43M	0.79%	+514	Timeline
UNHUNITEDHEALTH GROUP INC	3,715	$2.17M	0.7%	+100	Timeline
KRKROGER CO	37,493	$2.15M	0.7%	-13,260	Timeline
NVDANVIDIA CORPORATION	17,636	$2.14M	0.69%	+1,664	Timeline
DISDISNEY WALT CO	22,035	$2.12M	0.69%	+516	Timeline
IEMGISHARES INC	36,715	$2.11M	0.68%	-133	Timeline
VZVERIZON COMMUNICATIONS INC	44,762	$2.01M	0.65%	+1,445	Timeline
ALAIR LEASE CORP	41,934	$1.9M	0.62%	new	Timeline
PSEPINNOVATOR ETFS TRUST	46,068	$1.77M	0.58%	-6,007	Timeline
USMVISHARES TR	18,879	$1.72M	0.56%	-195	Timeline
FSLRFIRST SOLAR INC	6,696	$1.67M	0.54%	+76	Timeline
SPGSIMON PPTY GROUP INC NEW	9,877	$1.67M	0.54%	+45	Timeline
CHKPCHECK POINT SOFTWARE TECH LT	8,432	$1.63M	0.53%	-3,904	Timeline
DEODIAGEO PLC	11,368	$1.6M	0.52%	+5,063	Timeline
SMMUPIMCO ETF TR	31,505	$1.59M	0.52%	-2,878	Timeline
VTEBVANGUARD MUN BD FDS	28,792	$1.47M	0.48%	+10,434	Timeline
CVSCVS HEALTH CORP	23,253	$1.46M	0.47%	+476	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	23,424	$1.39M	0.45%	-695	Timeline
IWYISHARES TR	6,166	$1.36M	0.44%	-213	Timeline
PAUGINNOVATOR ETFS TRUST	33,663	$1.27M	0.41%	0	Timeline
BNDVANGUARD BD INDEX FDS	16,939	$1.27M	0.41%	-14	Timeline
PMAYINNOVATOR ETFS TRUST	35,901	$1.27M	0.41%	0	Timeline
MAYWAIM ETF PRODUCTS TRUST	39,329	$1.18M	0.38%	0	Timeline
NTRLFIRST TR EXCH TRADED FD III	57,741	$1.14M	0.37%	+2,074	Timeline
SCHVSCHWAB STRATEGIC TR	14,172	$1.14M	0.37%	+66	Timeline
PFEBINNOVATOR ETFS TRUST	29,693	$1.07M	0.35%	0	Timeline
GNTXGENTEX CORP	34,563	$1.03M	0.33%	-370	Timeline
APDAIR PRODUCTS AND CHEMICALS I	3,354	$999K	0.32%	+140	Timeline
ICSHISHARES TR	19,586	$994K	0.32%	+2,091	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	14,175	$954K	0.31%	-1,610	Timeline
CPSMCALAMOS ETF TR	35,650	$940K	0.3%	0	Timeline
BJULINNOVATOR ETFS TRUST	21,452	$937K	0.3%	0	Timeline
UNILEVER PLCUNILEVER PLC	14,011	$910K	0.3%	+139
SPYSTATE STR SPDR S&P 500 ETF T	1,482	$850K	0.28%	0	Timeline
FRMEFIRST MERCHANTS CORP	22,656	$843K	0.27%	+6	Timeline
SEPWAIM ETF PRODUCTS TRUST	28,701	$819K	0.27%	-1,832	Timeline
SPYVSPDR SERIES TRUST	15,388	$813K	0.26%	-1,547	Timeline
AMZNAMAZON COM INC	4,111	$766K	0.25%	+1	Timeline
MTUMISHARES TR	3,770	$764K	0.25%	+2	Timeline
METAMETA PLATFORMS INC	1,311	$750K	0.24%	0	Timeline
WBSWEBSTER FINL CORP	16,093	$750K	0.24%	-875	Timeline
COWZPACER FDS TR	12,874	$745K	0.24%	-100	Timeline
MBINMERCHANTS BANCORP IND	15,367	$691K	0.22%	+34	Timeline
PAVEGLOBAL X FDS	16,588	$683K	0.22%	+196	Timeline
TSLATESLA INC	2,609	$683K	0.22%	+196	Timeline
DDOMINION ENERGY INC	11,728	$678K	0.22%	+119	Timeline
IGEBISHARES TR	14,468	$672K	0.22%	+9	Timeline
DUKDUKE ENERGY CORP NEW	5,770	$665K	0.22%	+10	Timeline
GJANFIRST TR EXCHNG TRADED FD VI	16,100	$609K	0.2%	0	Timeline
GOCTFIRST TR EXCHNG TRADED FD VI	17,505	$607K	0.2%	0	Timeline
SIXJAIM ETF PRODUCTS TRUST	20,502	$603K	0.2%	-4,433	Timeline
SIZEISHARES TR	3,978	$592K	0.19%	-150	Timeline
FJANFIRST TR EXCHNG TRADED FD VI	13,204	$590K	0.19%	0	Timeline
MCDMCDONALDS CORP	1,818	$554K	0.18%	+112	Timeline
TLHISHARES TR	5,043	$551K	0.18%	+2,067	Timeline
IEFAISHARES TR	6,915	$540K	0.18%	-176	Timeline
VTIVANGUARD INDEX FDS	1,841	$521K	0.17%	-3	Timeline
TAT&T INC	21,646	$476K	0.15%	-1,914	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	9,326	$473K	0.15%	-158	Timeline
SUBISHARES TR	4,360	$463K	0.15%	-23	Timeline
FAUGFIRST TR EXCHNG TRADED FD VI	10,000	$458K	0.15%	0	Timeline
EFAVISHARES TR	5,887	$452K	0.15%	-50	Timeline
GOOGLALPHABET INC	2,700	$448K	0.15%	0	Timeline
PAPRINNOVATOR ETFS TRUST	11,745	$422K	0.14%	0	Timeline
BSEPINNOVATOR ETFS TRUST	10,000	$421K	0.14%	0	Timeline
DONWISDOMTREE TR	8,223	$420K	0.14%	+32	Timeline
BFEBINNOVATOR ETFS TRUST	10,000	$420K	0.14%	0	Timeline
MSFTMICROSOFT CORP	967	$416K	0.14%	-162	Timeline
IJHISHARES TR	6,583	$410K	0.13%	-244	Timeline
PZAINVESCO EXCH TRADED FD TR II	16,825	$406K	0.13%	+89	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	7,631	$391K	0.13%	+2,520	Timeline
JULWAIM ETF PRODUCTS TRUST	11,017	$381K	0.12%	new	Timeline
PGPROCTER & GAMBLE CO	2,159	$374K	0.12%	+14	Timeline
JANTAIM ETF PRODUCTS TRUST	10,642	$374K	0.12%	0	Timeline
GOVTISHARES TR	15,755	$369K	0.12%	-1,804	Timeline
PJUNINNOVATOR ETFS TRUST	9,979	$368K	0.12%	-435	Timeline
TPLCTIMOTHY PLAN	8,300	$365K	0.12%	0	Timeline
ICVTISHARES TR	4,248	$355K	0.12%	-91	Timeline
KJANINNOVATOR ETFS TRUST	9,461	$351K	0.11%	0	Timeline
VLUEISHARES TR	3,206	$350K	0.11%	+24	Timeline
AEPAMERICAN ELEC PWR CO INC	3,359	$345K	0.11%	+154	Timeline
IWSISHARES TR	2,577	$341K	0.11%	-75	Timeline
HELOJ P MORGAN EXCHANGE TRADED F	5,548	$339K	0.11%	new	Timeline
AOAISHARES TR	4,276	$337K	0.11%	+131	Timeline
MAXJISHARES TR	12,865	$334K	0.11%	new	Timeline
TPHDTIMOTHY PLAN	8,800	$332K	0.11%	0	Timeline
POCTINNOVATOR ETFS TRUST	8,425	$328K	0.11%	0	Timeline
BJANINNOVATOR ETFS TRUST	6,925	$322K	0.1%	-300	Timeline
IWDISHARES TR	1,687	$320K	0.1%	+1	Timeline
KOCOCA COLA CO	4,334	$311K	0.1%	+21	Timeline
MARWAIM ETF PRODUCTS TRUST	10,108	$308K	0.1%	0	Timeline
IWPISHARES TR	2,600	$305K	0.1%	-675	Timeline
IWMISHARES TR	1,330	$294K	0.1%	+2	Timeline
SLYGSPDR SERIES TRUST	3,141	$292K	0.09%	+10	Timeline
SLYVSPDR SERIES TRUST	3,262	$283K	0.09%	+16	Timeline
IJRISHARES TR	2,419	$283K	0.09%	-88	Timeline
XLCSELECT SECTOR SPDR TR	2,973	$269K	0.09%	-278	Timeline
PEPPEPSICO INC	1,562	$266K	0.09%	-19	Timeline
IJANINNOVATOR ETFS TRUST	7,877	$260K	0.08%	0	Timeline
HSYHERSHEY CO	1,303	$250K	0.08%	+9	Timeline
IXNISHARES TR	2,986	$246K	0.08%	-287	Timeline
FFEBFIRST TR EXCHNG TRADED FD VI	5,000	$243K	0.08%	0	Timeline
TJXTJX COS INC NEW	2,058	$242K	0.08%	-13,751	Timeline
CVXCHEVRON CORPORATION	1,638	$241K	0.08%	+76	Timeline
SPYMSPDR SERIES TRUST	3,542	$239K	0.08%	-193	Timeline
GSEPFIRST TR EXCHNG TRADED FD VI	6,615	$229K	0.07%	0	Timeline
KJULINNOVATOR ETFS TRUST	7,610	$222K	0.07%	0	Timeline
PDECINNOVATOR ETFS TRUST	5,752	$220K	0.07%	-876	Timeline
UBERUBER TECHNOLOGIES INC	2,919	$219K	0.07%	0	Timeline
GNWGENWORTH FINL INC	32,000	$219K	0.07%	0	Timeline
IVWISHARES TR	2,252	$216K	0.07%	-77	Timeline
NKENIKE INC	2,436	$215K	0.07%	new	Timeline
AMGNAMGEN INC	649	$209K	0.07%	+2	Timeline
IVOGVANGUARD ADMIRAL FDS INC	1,753	$201K	0.07%	new	Timeline
BLNKBLINK CHARGING CO	10,000	$17.2K	0.01%	0	Timeline
374WATER INC374WATER INC	12,588	$17.1K	0.01%	+275

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
HEFAISHARES TR	48,586	$1.73M	shares
MORNMORNINGSTAR INC	4,460	$1.32M	shares
FASTFASTENAL CO	4,598	$289K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001765380-24-000402	base		2024-11-06	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC