• 13F History

BCGM Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$315M
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 149 stock holdings with total value $315M as of Q4 2024. Top holdings included ITOT, IVV, QUAL, QQQ, and IWF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 149 $315M +$29.5M -$17.7M +$11.9M ITOT, IVV, QUAL, QQQ, IWF 13F-HR 2/4/2025, 09:51 AM
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 124 $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 -$12.1M +$25.4M IVV, SCHD, QQQ, JMST, VIGI 13F-HR 8/7/2023, 11:53 AM
Q1 2023 96 $198M +$16.5M -$25M -$8.51M IVV, SCHD, VIGI, JMST, QQQ 13F-HR 5/2/2023, 02:04 PM
Q4 2022 108 $206M +$8.47M -$1.81M +$6.66M IVV, SCHD, QQQ, JMST, VO 13F-HR 2/7/2023, 03:29 PM
Q3 2022 102 $191M +$25.6M -$6.35M +$19.2M IVV, SCHD, QQQ, JMST, VO 13F-HR 11/3/2022, 09:14 AM
Q2 2022 99 $195M +$34.6M -$16.6M +$17.9M IVV, SCHD, QQQ, VIGI, JMST 13F-HR 8/1/2022, 11:11 AM
Q1 2022 104 $184M +$37.1M -$14.5M +$22.6M IVV, SCHD, VOO, QQQ, VIGI 13F-HR 5/2/2022, 11:12 AM
Q4 2021 107 $186M +$14.4M -$9.8M +$4.62M IVV, BBUS, VOO, QQQ, FIXD 13F-HR 2/1/2022, 09:18 AM
Q3 2021 100 $179M +$8.42M -$2.6M +$5.82M IVV, BBUS, ISTB, VOO, FIXD 13F-HR 11/1/2021, 11:38 AM
Q2 2021 96 $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 90 $137M IVV, QQQ, SCHV, VOO, ISTB 13F-HR 2/16/2021, 10:52 AM