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Andy Armstrong

Bcgm Wealth Management, Llc

Assets Managed
$398.108M
Holdings
178
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
1.6%(2Q avg: 1.78%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Bcgm Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 178 positions.

Assets under management

The assets under management (AUM) of Bcgm Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 398.108M in assets, with a quarterly growth rate of 1.6% and a 2-quarter average growth rate of 1.78%. The portfolio is managed by Andy Armstrong, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 11.62%
4.5%
$17.885M
125,569 shares@ $142.44 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.67%
4.4%
$17.483M
26,765 shares@ $653.21 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Decreased -0.74%
3.77%
$14.976M
208,721 shares@ $71.76 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.48%
3.43%
$13.648M
23,646 shares@ $577.18 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -6.39%
3.19%
$12.676M
217,879 shares@ $58.18 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 2.94%
3.03%
$12.059M
28,280 shares@ $426.41 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -0.75%
2.59%
$10.293M
53,660 shares@ $191.82 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
New Position
2.54%
$10.074M
313,306 shares@ $32.16 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 4.42%
2.04%
$8.113M
47,817 shares@ $169.66 avg price
VIGI
Vanguard Int Div App Indx Fd
Recent Activity
Increased 2.68%
1.97%
$7.824M
88,444 shares@ $88.46 avg price

1-10 of 178