Sign in

You're signed outSign in or to get full access.

BCGM Wealth Management, LLC

CIK:0001830467
Investment Adviser
$444M AUM
163 holdings
Lafayette, IN, United States
Founded:2011
9 employees
Latest filing:Jun 30, 2025

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.

Latest 13F Filing Activity

BCGM Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 157 equity positions and 1 options positions with a total 13F market value of $355M. The fund increased holdings in Vanguard Tax-managed FDS, Blackrock Etf Trust, Vanguard Charlotte FDS among other positions. BCGM Wealth Management, LLC reduced exposure to Ishares TR, J P Morgan Exchange Traded F, Franklin Templeton Etf TR among others.

Top Buys
V
VEAVANGUARD TAX-MANAGED FDS
+$11.4M
T
THROBLACKROCK ETF TRUST
+$4.6M
B
BNDXVANGUARD CHARLOTTE FDS
+$4.5M
I
IEMGISHARES INC
+$3.7M
Q
QQQINVESCO QQQ TR
+$3.6M
Top Sells
I
ITOTISHARES TR
-$13.6M
J
JCPBJ P MORGAN EXCHANGE TRADED F
-$4.7M
D
DIVIFRANKLIN TEMPLETON ETF TR
-$3.0M
E
EMXCISHARES INC
-$1.4M
A
APDAIR PRODS & CHEMS INC
-$1.1M

Top Holdings

I
IVVISHARES TR
+4.8%$17.0M
Q
QUALISHARES TR
+4.5%$15.9M
I
ITOTISHARES TR
+4.4%$15.6M
Q
QQQINVESCO QQQ TR
+4.0%$14.1M
I
IWFISHARES TR
+3.4%$12.2M

Equity Positions (157)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ISHARES TR4.80%$17.0M27,405$415.39$620.90+$1.4M
ISHARES TR4.50%$15.9M87,206$151.94$182.82+$1.6M
ISHARES TR4.41%$15.6M115,877$100.79$135.04-$13.6M
INVESCO QQQ TR3.98%$14.1M25,597$357.02$551.64+$3.6M
ISHARES TR3.44%$12.2M28,705$347.47$424.58+$1.6M

Options Positions (1)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
BLUE OWL CAPITAL CORPORATIONNew
Put
$440310$14.34$14.34+310+$440

Industry Allocation

GOLD AND SILVER ORES
+2.1%
NATIONAL COMMERCIAL BANKS
+1.8%
SEMICONDUCTORS & RELATED DEVICES
+1.7%
SERVICES-PREPACKAGED SOFTWARE
+1.7%
COMMODITY CONTRACTS BROKERS & DEALERS
+1.5%