BCGM Wealth Management, LLC has disclosed its latest holdings in a recent SEC filing, revealing a total portfolio value of approximately $500 million as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions within the wealth management sector.

The SEC filing, made on November 10, 2026, indicates that BCGM Wealth Management has been actively managing its portfolio, which now includes a diverse range of investments. The firm’s holdings reflect its strategic approach to wealth management, focusing on established companies across various sectors.

Background

BCGM Wealth Management, LLC, incorporated in Indiana, operates in the wealth management industry. The firm is categorized under the SEC's other entity type and has been filing regularly with the SEC, demonstrating its commitment to transparency and regulatory compliance. The latest filing is part of a series of 13F-HR forms, which provide a quarterly snapshot of the firm's investment portfolio.

What the Filing Says

According to the filing (accession number 0001765380-26-000464), BCGM Wealth Management reported a total of 188 holdings valued at $500,278,211. The firm’s Chief Compliance Officer, Andy Armstrong, signed the document, confirming its accuracy and compliance with SEC regulations.

Impact

This filing may influence how other firms in the wealth management industry assess their own portfolios and investment strategies. The significant value of BCGM's holdings could prompt competitors to reevaluate their positions in light of the firm's strategic choices. Additionally, the disclosure of major investments in companies like Apple and Amazon may attract attention from other investors seeking to align with successful trends in the market.

What's Next

The filing does not specify what happens next for BCGM Wealth Management or any upcoming actions regarding its investment strategy.