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 (476 days), 107 trades recorded
- Returns: week n/a · month n/a · 90 days -0.4% · 6 months -1.1% · 1 year +1.5% · all +1.5%
- Max drawdown n/a · data quality Good
- 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
- 46090E103 · 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