BCGM Wealth Management Q2 2026 Portfolio Activity Report
Bcgm Wealth Management, Llc significantly reshaped its portfolio in the second quarter of 2026 through substantial purchases and sales.
On June 30th, 2026, Bcgm Wealth Management, Llc made notable adjustments to its investment strategy. The filing indicates significant buying and selling activities during this period.
Major Purchases This Quarter
Bcgm Wealth Management demonstrated strong conviction in certain sectors by significantly increasing its holdings. Notable purchases included a substantial increase in ISHARES TR (ITOT), adding 94,527 shares representing an approximately 75% stake change and boosting its portfolio allocation to 7.64%. Similarly, the investor significantly expanded their position in VANGUARD MALVERN FDS (VCRB), acquiring all 329,425 shares from the previous quarter and maintaining a portfolio weighting of 5.38%. The addition of ISHARES TR (IWF) was another large buy, increasing by over 300% in shares during the period.
Sector Allocation Shifts
The portfolio's allocation shows a significant shift this quarter. The largest portion remains invested in 'Unknown' holdings at approximately 73.34%. However, there are clear movements within other sectors: ELI LILLY & CO (LLY) moved from its previous sector classification to become a direct equity holding with a 2.27% allocation, while specific ETFs like DEVON ENERGY CORP NEW (DVN), GENTEX CORP (GNTX), and LOUISIANA PAC CORP (LPX) gained allocations within Energy, Consumer Cyclical, and Industrials respectively.
New Positions Added
Beyond the significant increases in existing holdings, Bcgm Wealth Management also initiated new positions this quarter. The investor added exposure to PIMCO ETF TR (PYLD), acquiring all 249,054 shares previously held by others or not held at all in the portfolio.
Significant Sales Observed
The investor also divested substantial portions of its holdings. Notably, they sold out positions in J P MORGAN EXCHANGE TRADED F (JMST) and ISHARES INC (IEMG). These sales resulted in a nearly 60% reduction in shares for JMST and a significant decrease of over 35% for IEMG, both previously held at higher levels.
Overall Portfolio Strategy
The portfolio filing highlights that Bcgm Wealth Management is actively managing its investments. The data shows large inflows into specific ETFs like ITOT and VCRB, alongside significant outflows from others such as JMST and IEMG. This indicates a dynamic approach focused on capitalizing on perceived opportunities while exiting less favored positions.