BCGM Wealth Management, LLC
BCGM Wealth Management, LLC is a Lafayette, Indiana-based SEC-registered investment adviser founded in 2011. Operating with approximately 9–10 employees, the firm is focused on providing wealth management and advisory services predominantly to individuals, including both high net worth and non-high net worth clients, as well as charitable organizations. The business also does business as 'Gettings Reed Financial' and serves primarily United States-based clients.
Investment Strategy
BCGM Wealth Management, LLC manages a diversified portfolio for its clients with a focus on long-term wealth preservation and growth. The firm employs discretionary investment management and customizes portfolios based on clients’ risk appetite. Its holdings are broadly diversified across sectors and include major public equities and ETFs, such as ITOT, IVV, QUAL, and QQQ. BCGM regularly rebalances client accounts, is a net acquirer of securities, and adjusts allocations in response to market opportunities. Their investment philosophy emphasizes risk management and personalized financial planning.
Top Holdings
Equity Positions (157)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 4.80% | $17.0M | 27,405 | $415.39 | $620.90 | +$1.4M |
Q QUAL | ISHARES TR | 4.50% | $15.9M | 87,206 | $151.94 | $182.82 | +$1.6M |
I ITOT | ISHARES TR | 4.41% | $15.6M | 115,877 | $100.79 | $135.04 | -$13.6M |
Q QQQ | INVESCO QQQ TR | 3.98% | $14.1M | 25,597 | $357.02 | $551.64 | +$3.6M |
I IWF | ISHARES TR | 3.44% | $12.2M | 28,705 | $347.47 | $424.58 | +$1.6M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
O OBDC | BLUE OWL CAPITAL CORPORATION | New | Put | $440 | 310 | $14.34 | $14.34 | +310 | +$440 |