Institutional Fund
Bcgm Wealth Management, LLC
Lafayette, INCIK 18304675 filings on record
Portfolio Value
$398.11M
Q1 2026
Holdings
178
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+1.6%
from $391.86M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.5%
- Ishares Tr4.4%
- J P Morgan Exchange Traded F3.8%
- Invesco Qqq Tr3.4%
- Blackrock ETF Trust3.2%
- Ishares Tr3.0%
- Other77.7%
Portfolio Holdings
178 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 125.6K | $17.88M | 4.5% | +13.1K | Added |
| 2 | Ishares Tr | 26.8K | $17.48M | 4.4% | −456 | Reduced |
| 3 | J P Morgan Exchange Traded F | 208.7K | $14.98M | 3.8% | −1.6K | Reduced |
| 4 | Invesco Qqq Tr | 23.6K | $13.65M | 3.4% | −356 | Reduced |
| 5 | Blackrock ETF Trust | 217.9K | $12.68M | 3.2% | −14.9K | Reduced |
| 6 | Ishares Tr | 28.3K | $12.06M | 3.0% | +807 | Added |
| 7 | Ishares Tr | 53.7K | $10.29M | 2.6% | −410 | Reduced |
| 8 | Blackrock ETF Trust | 313.3K | $10.07M | 2.5% | +313.3K | New |
| 9 | Exxon Mobil Corp | 47.8K | $8.11M | 2.0% | +2.0K | Added |
| 10 | Vanguard Whitehall Fds | 88.4K | $7.82M | 2.0% | +2.3K | Added |
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