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BCGM Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1830467 · latest 13F-HR filed 2026-08-04

Backtest portfolio

BCGM Wealth Management, LLC manages $473.0M in 13F-reported U.S. long-equity assets across 182 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ITOT (7.64%), VCRB (5.38%), IVV (4.17%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions and exited 13; 93 existing positions rose in reported value and 38 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$473.0M

Long-equity book

Holdings
182

Distinct positions

Period
2026-06-30

Filed 2026-08-04

Q/Q Activity
+17 / −13 / ↑93 / ↓38

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
ITOT7.6% · +75%VCRB5.4% · newIVV4.2% · -2%QQQ3.6% · -2%DYNF3.2% · +3%IWF3.2% · +325%JAVA2.9% · -16%CORO2.6% · +8%LLY2.3% · +82%VIGI1.8% · +3%FMB1.6% · +7%VOO1.6% · -0%GOVT1.5% · +17%MTUM1.5% · -23%XOM1.4% · +5%PYLD1.4% · newPJAN1.3% · -1%IEMG1.2% · -36%TLH1.2% · -7%TAXX1.2% · +4%PM1.2% · +16%QUAL1.2% · -53%THRO1.1% · -22%SGOV1.1% · +203%BLCR1.1% · -14%BNDX1.1% · -0%UHAL.B1.0% · +6%VTEB1.0% · +5%JANW1.0% · 0%IDEF1.0% · +16%MUB0.9% · -2%LOVE0.9% · +5%LPX0.9% · newFIXD0.9% · +5%NOC0.8% · +5%TXXI0.8% · +2%JCPB0.8% · +23%AAPL0.8% · -30%MBLY0.8% · +8%BINC0.8% · +2%VO0.8% · +262%SBSW0.8% · +2%JPM0.8% · +3%NVDA0.8% · +0%GNTX0.8% · +96%VEA0.7% · -24%UNH0.7% · +6%SCHP0.7% · +5%HII0.7% · +3%CVS0.7% · +4%DVN0.6% · newFSLR0.6% · +46%SPSM0.6% · -4%ISTB0.6% · +5%SPG0.6% · +5%VZ0.6% · +6%BRK.B0.6% · -26%FDS0.5% · newFPI0.5% · -9%IAU0.5% · +11%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 36.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 24, 2026.

Assets Under Management
$541.5M
Discretionary
$516.2M
Employees
10
Accounts
1,981
Address
672 MAIN STREET
SUITE 300
LAFAYETTE, IN 47901
Phone
(765) 742-7366
Website
Name Title / Status Ownership Type
Busch, Scott, Charles ControlMEMBER
since Aug 2019
50–75%Individual
CARDWELL, WILLIAM, J ControlMEMBER
since Dec 2022
10–25%Individual
GETTINGS, WILLIAM, PAUL ControlMANAGING MEMBER
since Aug 2019
10–25%Individual
ARMSTRONG, ANDY, JOHNCHIEF COMPLIANCE OFFICER
since Jun 2023
Less than 5%Individual
Ownership & leadership changes · 7 filings with changes since Nov 26, 2019

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 19, 2026 filing
  • ChangedGETTINGS, WILLIAM, PAUL · ownership 25–50% → 10–25%
Mar 13, 2024 filing
  • ChangedBusch, Scott, Charles · ownership 25–50% → 50–75%
  • ChangedCARDWELL, WILLIAM, J · ownership 5–10% → 10–25%
  • ChangedGETTINGS, WILLIAM, PAUL · ownership 50–75% → 25–50%
Jun 15, 2023 filing
  • No longer listedPatton, Kevin, Jason · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jan 2023
  • AddedARMSTRONG, ANDY, JOHN · CHIEF COMPLIANCE OFFICER · Less than 5%
May 31, 2023 filing
  • ChangedBusch, Scott, Charles · now a control person
Mar 31, 2023 filing
  • AddedCARDWELL, WILLIAM, J · MEMBER · 5–10% · control person
  • ChangedBusch, Scott, Charles · ownership 10–25% → 25–50%
  • ChangedGETTINGS, WILLIAM, PAUL · ownership 75% or more → 50–75%
Jan 24, 2023 filing
  • AddedPatton, Kevin, Jason · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedBusch, Scott, Charles · title CCO, MEMBER → MEMBER
May 24, 2021 filing
  • ChangedBusch, Scott, Charles · title CCO → CCO, MEMBER; ownership Less than 5% → 10–25%
Nov 26, 2019 filing (earliest on record)
  • ListedBusch, Scott, Charles · CCO · Less than 5%
  • ListedGETTINGS, WILLIAM, PAUL · MANAGING MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

BCGM Wealth Management, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR ITOT 464287150 $36.2M 7.64% 220,096 SH
2 VANGUARD MALVERN FDS VCRB 922020748 $25.4M 5.38% 329,425 SH
3 ISHARES TR IVV 464287200 $19.7M 4.17% 26,331 SH
4 INVESCO QQQ TR QQQ 46090E103 $17.1M 3.62% 23,222 SH
5 BLACKROCK ETF TRUST DYNF 09290C103 $15.3M 3.23% 224,827 SH
6 ISHARES TR IWF 464287614 $14.9M 3.16% 120,216 SH
7 J P MORGAN EXCHANGE TRADED F JAVA 46641Q167 $13.9M 2.93% 174,732 SH
8 BLACKROCK ETF TRUST CORO 09290C764 $12.3M 2.61% 337,387 SH
9 ELI LILLY & CO LLY 532457108 $10.7M 2.27% 8,946 SH
10 VANGUARD WHITEHALL FDS VIGI 921946810 $8.5M 1.80% 91,367 SH
11 FIRST TR EXCH TRADED FD III FMB 33739N108 $7.6M 1.61% 147,834 SH
12 VANGUARD INDEX FDS VOO 922908363 $7.5M 1.58% 10,886 SH
13 ISHARES TR GOVT 46429B267 $7.2M 1.52% 315,310 SH
14 ISHARES TR MTUM 46432F396 $6.9M 1.46% 20,205 SH
15 EXXON MOBIL CORP XOM 30231G102 $6.8M 1.45% 49,996 SH
16 PIMCO ETF TR PYLD 72201R585 $6.6M 1.40% 249,054 SH
17 INNOVATOR ETFS TRUST PJAN 45782C508 $6.0M 1.27% 121,396 SH
18 ISHARES INC IEMG 46434G103 $5.9M 1.24% 70,710 SH
19 ISHARES TR TLH 464288653 $5.8M 1.22% 57,319 SH
20 BONDBLOXX ETF TRUST TAXX 09789C721 $5.7M 1.21% 112,514 SH
21 PHILIP MORRIS INTL INC PM 718172109 $5.7M 1.20% 31,288 SH
22 ISHARES TR QUAL 46432F339 $5.6M 1.18% 25,332 SH
23 BLACKROCK ETF TRUST THRO 09290C806 $5.0M 1.06% 116,595 SH
24 ISHARES TR SGOV 46436E718 $5.0M 1.06% 49,861 SH
25 BLACKROCK ETF TRUST BLCR 09290C855 $5.0M 1.05% 99,030 SH
26 VANGUARD CHARLOTTE FDS BNDX 92203J407 $5.0M 1.05% 102,741 SH
27 U HAUL HOLDING COMPANY UHAL.B 023586506 $4.9M 1.05% 85,754 SH
28 VANGUARD MUN BD FDS VTEB 922907746 $4.9M 1.03% 96,216 SH
29 AIM ETF PRODUCTS TRUST JANW 00888H802 $4.8M 1.02% 124,426 SH
30 BLACKROCK ETF TRUST IDEF 09290C699 $4.7M 1.00% 148,236 SH
31 ISHARES TR MUB 464288414 $4.4M 0.93% 40,894 SH
32 LOVESAC CO LOVE 54738L109 $4.4M 0.93% 263,157 SH
33 LOUISIANA PAC CORP LPX 546347105 $4.1M 0.87% 52,297 SH
34 FIRST TR EXCHNG TRADED FD VI FIXD 33740F805 $4.0M 0.86% 92,775 SH
35 NORTHROP GRUMMAN CORP NOC 666807102 $3.9M 0.83% 7,750 SH
36 BONDBLOXX ETF TRUST TXXI 09789C663 $3.9M 0.83% 76,822 SH
37 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $3.9M 0.82% 82,867 SH
38 APPLE INC AAPL 037833100 $3.9M 0.82% 13,412 SH
39 MOBILEYE GLOBAL INC MBLY 60741F104 $3.9M 0.82% 399,445 SH
40 BLACKROCK ETF TRUST II BINC 092528603 $3.8M 0.81% 73,294 SH
41 VANGUARD INDEX FDS VO 922908629 $3.7M 0.78% 45,911 SH
42 SIBANYE STILLWATER LTD SBSW 82575P107 $3.7M 0.78% 435,204 SH
43 JPMORGAN CHASE & CO JPM 46625H100 $3.6M 0.77% 11,058 SH
44 NVIDIA CORPORATION NVDA 67066G104 $3.6M 0.76% 18,046 SH
45 GENTEX CORP GNTX 371901109 $3.6M 0.75% 140,509 SH
46 VANGUARD TAX-MANAGED FDS VEA 921943858 $3.5M 0.73% 48,689 SH
47 UNITEDHEALTH GROUP INC UNH 91324P102 $3.3M 0.71% 8,027 SH
48 SCHWAB STRATEGIC TR SCHP 808524870 $3.3M 0.70% 124,444 SH
49 HUNTINGTON INGALLS INDS INC HII 446413106 $3.2M 0.68% 11,466 SH
50 CVS HEALTH CORP CVS 126650100 $3.2M 0.67% 30,612 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $473.0M 182 0001765380-26-000268
2026-03-31 2026-05-05 $398.1M 178 0001765380-26-000167
2025-12-31 2026-01-07 $391.9M 175 0001830467-26-000001
Filer Information
Address
672 MAIN ST.,
STE 300
LAFAYETTE, IN 47901
Phone
(765) 742-7366
Filing Manager
BCGM Wealth Management, LLC
LAFAYETTE, IN
Signatory
Andy Armstrong
Chief Compliance Officer