Long-term investor

Bcgm Wealth Management, LLC @bcgmwealthmanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001830467).

Record

  • Tracked since 2025-06-30 (431 days), 107 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.2% · 6 months +9.0% · 1 year +15.3% · all +15.3%
  • Max drawdown -1.4% · Sharpe 1.10 · win rate 54% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287150 · 7.6% · long · since 2025-06-30
  • 922020748 · 5.4% · long · since 2026-06-30
  • 464287200 · 4.2% · long · since 2025-06-30
  • QQQ · 3.6% · long · since 2025-06-30
  • 09290C103 · 3.2% · long · since 2025-06-30
  • 464287614 · 3.2% · long · since 2025-06-30
  • 46641Q167 · 2.9% · long · since 2025-06-30
  • 09290C764 · 2.6% · long · since 2026-03-31
  • LLY · 2.3% · long · since 2025-06-30
  • 921946810 · 1.8% · long · since 2025-06-30
  • 33739N108 · 1.6% · long · since 2025-06-30
  • 922908363 · 1.6% · long · since 2025-06-30

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