BCGM Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$308M
Signature - Title
Andrew Armstrong - Chief Compliance Officer
Location
Lafayette, IN
Summary
This page shows a list of all the recent 13F filings made by BCGM Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BCGM Wealth Management, LLC reported 154 stock holdings with total value $308M as of Q3 2024. Top holdings included ITOT, IVV, JCPB, QUAL, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 154 $308M +$22.4M -$17.1M +$5.38M ITOT, IVV, JCPB, QUAL, QQQ 13F-HR 11/6/2024, 03:35 PM
Q2 2024 150 $289M +$21.2M -$12.3M +$8.89M ITOT, IVV, QUAL, QQQ, IWF 13F-HR 7/30/2024, 03:32 PM
Q1 2024 145 $279M +$49.5M -$30.9M +$18.6M ITOT, IVV, QUAL, QQQ, VIGI 13F-HR 5/7/2024, 04:17 PM
Q4 2023 134 $246M +$21.6M -$11.8M +$9.82M ITOT, IVV, SCHD, QQQ, VIGI Restatement 2/13/2024, 12:27 PM
Q3 2023 120 $218M +$38.2M -$41.3M -$3.14M ITOT, SCHD, IVV, QQQ, VIGI 13F-HR 11/8/2023, 02:46 PM
Q2 2023 116 $227M +$37.5M -$14.9M +$22.6M IVV, SCHD, QQQ, JMST, VIGI 13F-HR 8/7/2023, 11:53 AM
Q1 2023 96 $198M +$16.5M -$31M -$14.5M IVV, SCHD, VIGI, JMST, QQQ 13F-HR 5/2/2023, 02:04 PM
Q4 2022 108 $206M +$8.16M -$6.55M +$1.61M IVV, SCHD, QQQ, JMST, VO 13F-HR 2/7/2023, 04:29 PM
Q3 2022 109 $192M +$25.7M -$12.2M +$13.6M IVV, SCHD, QQQ, JMST, VO 13F-HR 11/3/2022, 09:14 AM
Q2 2022 104 $195M +$34.6M -$21.5M +$13.1M IVV, SCHD, QQQ, VIGI, JMST 13F-HR 8/1/2022, 11:11 AM
Q1 2022 106 $184M +$37.1M -$20.7M +$16.4M IVV, SCHD, VOO, QQQ, VIGI 13F-HR 5/2/2022, 11:12 AM
Q4 2021 107 $186M +$14.1M -$10.3M +$3.79M IVV, BBUS, VOO, QQQ, FIXD 13F-HR 2/1/2022, 10:18 AM
Q3 2021 101 $175M +$7.72M -$2.6M +$5.12M IVV, BBUS, ISTB, VOO, FIXD 13F-HR 11/1/2021, 11:38 AM
Q2 2021 97 $168M +$34.8M -$18.1M +$16.7M IVV, BBUS, ISTB, VOO, FIXD 13F-HR 8/2/2021, 11:45 AM
Q1 2021 94 $146M +$22.4M -$20.1M +$2.23M IVV, QQQ, VOO, ISTB, VO 13F-HR 4/21/2021, 04:09 PM
Q4 2020 95 $137M $0 $0 IVV, QQQ, SCHV, VOO, ISTB 13F-HR 2/16/2021, 11:52 AM