BCGM Wealth Management, LLC

13F filer, CIK 1830467, LAFAYETTE, IN

BCGM Wealth Management, LLC reported $315,242,212 across 149 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-04. Its ten largest share positions make up 38.31% of the portfolio.

Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001765380-25-000033

Period: 2024-12-31
Reported value: $315M
Holdings: 149
Top 10 weight: 38.31%
New: 7
Sold out: 12

Largest buys vs the previous quarter

Security	Shares change	Approx. value
DIVInew	+238,765	$7.17M
MTUMadded	+12,674	$2.62M
SCHDadded	+61,066	$1.67M
SCHPadded	+48,860	$1.26M
IAUnew	+23,373	$1.16M

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
ICOWexited	-208,185	-$6.58M
JCPBreduced	-61,832	-$2.85M
BRK-Breduced	-2,371	-$1.07M
IGEBexited	-14,468	-$672K
JPMreduced	-2,534	-$607K

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, Q4 2024

Share positions as resolved from 13F-HR 0001765380-25-000033, largest first. % of portfolio is the value over $315,242,212, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
ITOTISHARES TR	194,106	$25M	7.92%	+8,960	Timeline
IVVISHARES TR	28,248	$16.6M	5.27%	+219	Timeline
QUALISHARES TR	81,155	$14.5M	4.58%	+3,288	Timeline
QQQINVESCO QQQ TR	22,365	$11.4M	3.63%	+246	Timeline
IWFISHARES TR	27,729	$11.1M	3.53%	-246	Timeline
JCPBJ P MORGAN EXCHANGE TRADED F	232,744	$10.7M	3.4%	-61,832	Timeline
DYNFBLACKROCK ETF TRUST	177,408	$9.09M	2.88%	+9,903	Timeline
VIGIVANGUARD WHITEHALL FDS	112,803	$9.02M	2.86%	+6,081	Timeline
DIVIFRANKLIN TEMPLETON ETF TR	238,765	$7.17M	2.27%	new	Timeline
FMBFIRST TR EXCH TRADED FD III	120,773	$6.16M	1.95%	+13,574	Timeline
VOOVANGUARD INDEX FDS	11,355	$6.12M	1.94%	-446	Timeline
JAVAJ P MORGAN EXCHANGE TRADED F	94,821	$6M	1.9%	+7,547	Timeline
MUBISHARES TR	48,448	$5.16M	1.64%	+5,431	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	98,826	$5.01M	1.59%	-2,082	Timeline
BINCBLACKROCK ETF TRUST II	94,514	$4.92M	1.56%	+15,648	Timeline
AAPLAPPLE INC	18,564	$4.65M	1.47%	-277	Timeline
XOMEXXON MOBIL CORP	41,421	$4.46M	1.41%	+552	Timeline
JPMJPMORGAN CHASE & CO	17,881	$4.29M	1.36%	-2,534	Timeline
EMXCISHARES INC	73,765	$4.09M	1.3%	+7,584	Timeline
JANWAIM ETF PRODUCTS TRUST	121,070	$4.07M	1.29%	0	Timeline
VOVANGUARD INDEX FDS	15,342	$4.05M	1.29%	-60	Timeline
ISTBISHARES TR	83,862	$4.01M	1.27%	+2,265	Timeline
MBLYMOBILEYE GLOBAL INC	199,958	$3.98M	1.26%	+9,363	Timeline
PJANINNOVATOR ETFS TRUST	87,599	$3.7M	1.17%	0	Timeline
LLYELI LILLY & CO	4,700	$3.63M	1.15%	+585	Timeline
TAXXBONDBLOXX ETF TRUST	68,177	$3.43M	1.09%	+4,841	Timeline
MTUMISHARES TR	16,444	$3.4M	1.08%	+12,674	Timeline
TLTISHARES TR	38,151	$3.33M	1.06%	+6,789	Timeline
LOVELOVESAC CO	135,979	$3.22M	1.02%	+1,615	Timeline
FPIFARMLAND PARTNERS INC	262,358	$3.09M	0.98%	+1,017	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	71,285	$3.06M	0.97%	+2,349	Timeline
NOCNORTHROP GRUMMAN CORP	6,492	$3.05M	0.97%	+180	Timeline
PMPHILIP MORRIS INTL INC	25,268	$3.04M	0.96%	+1,040	Timeline
DHILDIAMOND HILL INVT GROUP INC	19,534	$3.03M	0.96%	+615	Timeline
SPSMSPDR SERIES TRUST	64,599	$2.9M	0.92%	-66	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	6,009	$2.72M	0.86%	-2,371	Timeline
CTRACOTERRA ENERGY INC	104,512	$2.67M	0.85%	+2,915	Timeline
SCHDSCHWAB STRATEGIC TR	91,999	$2.51M	0.8%	+61,066	Timeline
DISDISNEY WALT CO	22,080	$2.46M	0.78%	+45	Timeline
SCHPSCHWAB STRATEGIC TR	94,664	$2.45M	0.78%	+48,860	Timeline
NVDANVIDIA CORPORATION	17,992	$2.42M	0.77%	+356	Timeline
KRKROGER CO	37,855	$2.31M	0.73%	+362	Timeline
ALAIR LEASE CORP	45,931	$2.21M	0.7%	+3,997	Timeline
SBSWSIBANYE STILLWATER LTD	637,654	$2.1M	0.67%	+17,402	Timeline
IEMGISHARES INC	38,789	$2.03M	0.64%	+2,074	Timeline
VTEBVANGUARD MUN BD FDS	39,269	$1.97M	0.62%	+10,477	Timeline
UNHUNITEDHEALTH GROUP INC	3,858	$1.95M	0.62%	+143	Timeline
VZVERIZON COMMUNICATIONS INC	47,077	$1.88M	0.6%	+2,315	Timeline
SPGSIMON PPTY GROUP INC NEW	10,016	$1.72M	0.55%	+139	Timeline
USMVISHARES TR	19,033	$1.69M	0.54%	+154	Timeline
GNTXGENTEX CORP	56,743	$1.63M	0.52%	+22,180	Timeline
FSLRFIRST SOLAR INC	8,975	$1.58M	0.5%	+2,279	Timeline
DEODIAGEO PLC	12,255	$1.56M	0.49%	+887	Timeline
CHKPCHECK POINT SOFTWARE TECH LT	8,259	$1.54M	0.49%	-173	Timeline
SMMUPIMCO ETF TR	29,020	$1.45M	0.46%	-2,485	Timeline
ICSHISHARES TR	27,891	$1.41M	0.45%	+8,305	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	24,331	$1.4M	0.44%	+907	Timeline
IWYISHARES TR	5,693	$1.34M	0.42%	-473	Timeline
PSEPINNOVATOR ETFS TRUST	33,610	$1.31M	0.42%	-12,458	Timeline
PMAYINNOVATOR ETFS TRUST	34,774	$1.25M	0.4%	-1,127	Timeline
PAUGINNOVATOR ETFS TRUST	31,776	$1.22M	0.39%	-1,887	Timeline
NTRLFIRST TR EXCH TRADED FD III	59,543	$1.18M	0.38%	+1,802	Timeline
IAUISHARES GOLD TR	23,373	$1.16M	0.37%	new	Timeline
MAYWAIM ETF PRODUCTS TRUST	38,018	$1.16M	0.37%	-1,311	Timeline
HIIHUNTINGTON INGALLS INDS INC	6,001	$1.13M	0.36%	new	Timeline
SCHVSCHWAB STRATEGIC TR	42,818	$1.12M	0.35%	+28,646	Timeline
PFEBINNOVATOR ETFS TRUST	29,693	$1.09M	0.35%	0	Timeline
TSLATESLA INC	2,628	$1.06M	0.34%	+19	Timeline
CVSCVS HEALTH CORP	23,401	$1.05M	0.33%	+148	Timeline
BNDVANGUARD BD INDEX FDS	13,985	$1.01M	0.32%	-2,954	Timeline
APDAIR PRODUCTS AND CHEMICALS I	3,453	$1M	0.32%	+99	Timeline
AMZNAMAZON COM INC	4,512	$990K	0.31%	+401	Timeline
BJULINNOVATOR ETFS TRUST	21,452	$956K	0.3%	0	Timeline
CPSMCALAMOS ETF TR	35,650	$952K	0.3%	0	Timeline
JSCPJ P MORGAN EXCHANGE TRADED F	20,246	$944K	0.3%	new	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	13,630	$914K	0.29%	-545	Timeline
FRMEFIRST MERCHANTS CORP	22,662	$904K	0.29%	+6	Timeline
WBSWEBSTER FINL CORP	14,761	$815K	0.26%	-1,332	Timeline
METAMETA PLATFORMS INC	1,311	$768K	0.24%	0	Timeline
SPYVSPDR SERIES TRUST	14,645	$749K	0.24%	-743	Timeline
UNILEVER PLCUNILEVER PLC	13,176	$747K	0.24%	-835
PAVEGLOBAL X FDS	18,205	$736K	0.23%	+1,617	Timeline
COWZPACER FDS TR	12,916	$730K	0.23%	+42	Timeline
SEPWAIM ETF PRODUCTS TRUST	23,281	$673K	0.21%	-5,420	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,136	$666K	0.21%	-346	Timeline
SIXJAIM ETF PRODUCTS TRUST	20,502	$623K	0.2%	0	Timeline
GOCTFIRST TR EXCHNG TRADED FD VI	17,505	$612K	0.19%	0	Timeline
DUKDUKE ENERGY CORP NEW	5,642	$608K	0.19%	-128	Timeline
SIZEISHARES TR	3,965	$589K	0.19%	-13	Timeline
DDOMINION ENERGY INC	10,832	$583K	0.19%	-896	Timeline
MBINMERCHANTS BANCORP IND	15,398	$562K	0.18%	+31	Timeline
ICVTISHARES TR	6,598	$561K	0.18%	+2,350	Timeline
MCDMCDONALDS CORP	1,845	$535K	0.17%	+27	Timeline
VTIVANGUARD INDEX FDS	1,841	$534K	0.17%	0	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	10,552	$532K	0.17%	+1,226	Timeline
GOOGLALPHABET INC	2,740	$519K	0.16%	+40	Timeline
POCTINNOVATOR ETFS TRUST	12,425	$492K	0.16%	+4,000	Timeline
SUBISHARES TR	4,598	$485K	0.15%	+238	Timeline
PGPROCTER & GAMBLE CO	2,793	$468K	0.15%	+634	Timeline
FAUGFIRST TR EXCHNG TRADED FD VI	10,000	$465K	0.15%	0	Timeline
IEFAISHARES TR	6,559	$461K	0.15%	-356	Timeline
TLHISHARES TR	4,335	$431K	0.14%	-708	Timeline
BSEPINNOVATOR ETFS TRUST	10,000	$429K	0.14%	0	Timeline
DONWISDOMTREE TR	8,258	$421K	0.13%	+35	Timeline
IVWISHARES TR	4,131	$419K	0.13%	+1,879	Timeline
IJHISHARES TR	6,640	$414K	0.13%	+57	Timeline
MSFTMICROSOFT CORP	976	$412K	0.13%	+9	Timeline
EFAVISHARES TR	5,803	$410K	0.13%	-84	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	7,697	$386K	0.12%	+66	Timeline
PZAINVESCO EXCH TRADED FD TR II	16,327	$385K	0.12%	-498	Timeline
PJUNINNOVATOR ETFS TRUST	9,979	$374K	0.12%	0	Timeline
TAT&T INC	16,086	$366K	0.12%	-5,560	Timeline
GOVTISHARES TR	15,759	$362K	0.11%	+4	Timeline
HELOJ P MORGAN EXCHANGE TRADED F	5,826	$361K	0.11%	+278	Timeline
PAPRINNOVATOR ETFS TRUST	9,787	$359K	0.11%	-1,958	Timeline
TPLCTIMOTHY PLAN	8,300	$355K	0.11%	0	Timeline
KJANINNOVATOR ETFS TRUST	9,461	$353K	0.11%	0	Timeline
VLUEISHARES TR	3,303	$349K	0.11%	+97	Timeline
MAXJISHARES TR	12,865	$336K	0.11%	0	Timeline
IWSISHARES TR	2,577	$333K	0.11%	0	Timeline
AOAISHARES TR	4,344	$333K	0.11%	+68	Timeline
BJANINNOVATOR ETFS TRUST	6,925	$332K	0.11%	0	Timeline
IWPISHARES TR	2,600	$330K	0.1%	0	Timeline
TPHDTIMOTHY PLAN	8,800	$320K	0.1%	0	Timeline
CVXCHEVRON CORPORATION	2,191	$317K	0.1%	+553	Timeline
MARWAIM ETF PRODUCTS TRUST	10,108	$314K	0.1%	0	Timeline
GJANFIRST TR EXCHNG TRADED FD VI	8,100	$313K	0.1%	-8,000	Timeline
AEPAMERICAN ELEC PWR CO INC	3,351	$309K	0.1%	-8	Timeline
IWDISHARES TR	1,623	$301K	0.1%	-64	Timeline
IWMISHARES TR	1,332	$294K	0.09%	+2	Timeline
IJRISHARES TR	2,493	$287K	0.09%	+74	Timeline
SPYMSPDR SERIES TRUST	4,140	$285K	0.09%	+598	Timeline
SLYGSPDR SERIES TRUST	3,153	$285K	0.09%	+12	Timeline
KOCOCA COLA CO	4,477	$279K	0.09%	+143	Timeline
SLYVSPDR SERIES TRUST	3,024	$264K	0.08%	-238	Timeline
IXNISHARES TR	2,950	$250K	0.08%	-36	Timeline
FFEBFIRST TR EXCHNG TRADED FD VI	5,000	$249K	0.08%	0	Timeline
VBVANGUARD INDEX FDS	1,006	$242K	0.08%	new	Timeline
IJANINNOVATOR ETFS TRUST	7,877	$238K	0.08%	0	Timeline
PEPPEPSICO INC	1,559	$237K	0.08%	-3	Timeline
MEARISHARES U S ETF TR	4,729	$236K	0.07%	new	Timeline
OCTUAIM ETF PRODUCTS TRUST	9,240	$234K	0.07%	new	Timeline
GSEPFIRST TR EXCHNG TRADED FD VI	6,615	$232K	0.07%	0	Timeline
KJULINNOVATOR ETFS TRUST	7,610	$224K	0.07%	0	Timeline
GNWGENWORTH FINL INC	32,000	$224K	0.07%	0	Timeline
HSYHERSHEY CO	1,313	$222K	0.07%	+10	Timeline
PDECINNOVATOR ETFS TRUST	5,752	$221K	0.07%	0	Timeline
TJXTJX COS INC NEW	1,740	$210K	0.07%	-318	Timeline
BLNKBLINK CHARGING CO	10,000	$13.9K	<0.01%	0	Timeline

Sold out in Q4 2024

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

Security	Shares before	Value before	Type
ICOWPACER FDS TR	208,185	$6.58M	shares
IGEBISHARES TR	14,468	$672K	shares
FJANFIRST TR EXCHNG TRADED FD VI	13,204	$590K	shares
BFEBINNOVATOR ETFS TRUST	10,000	$420K	shares
JULWAIM ETF PRODUCTS TRUST	11,017	$381K	shares
JANTAIM ETF PRODUCTS TRUST	10,642	$374K	shares
XLCSELECT SECTOR SPDR TR	2,973	$269K	shares
UBERUBER TECHNOLOGIES INC	2,919	$219K	shares
NKENIKE INC	2,436	$215K	shares
AMGNAMGEN INC	649	$209K	shares
IVOGVANGUARD ADMIRAL FDS INC	1,753	$201K	shares
374WATER INC374WATER INC	12,588	$17.1K	shares

How Q4 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 0001765380-25-000033	base		2025-02-04	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC