# EDGAR Filing Document

**Accession Number:** 0001873989
**File Stem:** 0001873989-26-000001
**Filing Date:** 2026-2
**Character Count:** 9023
**Document Hash:** 0e59efefc6e08d1978dfe685503c7867
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001873989-26-000001.hdr.sgml**: 20260205

**ACCESSION NUMBER**: 0001873989-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260205

**DATE AS OF CHANGE**: 20260204

**EFFECTIVENESS DATE**: 20260205

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BG Investment Services, LLC
- **CENTRAL INDEX KEY:** 0001873989

**ORGANIZATION NAME:**
- **EIN:** 680845897
- **STATE OF INCORPORATION:** GU
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21742
- **FILM NUMBER:** 26599740

**BUSINESS ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** 120 FATHER DUENAS AVENUE
- **CITY:** HAGATNA
- **PROVINCE COUNTRY:** GU
- **ZIP:** 96910
- **BUSINESS PHONE:** (671) 472-5141

**MAIL ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** 120 FATHER DUENAS AVENUE
- **CITY:** HAGATNA
- **PROVINCE COUNTRY:** GU
- **ZIP:** 96910

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** BG Investment Services, Inc.
- **DATE OF NAME CHANGE:** 20210720

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** BG Investment Services LLC<br>**Address:** 120 FATHER DUENAS AVENUE<br>HAGATNA, GU 96910

**Form 13F File Number:** 028-21742

**CRD Number (if applicable):** 000281716

**SEC File Number (if applicable):** 801-106887

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Maree Sgro<br>**Title:** Executive Vice President<br>**Phone:** 671-472-5490

**Signature, Place, and Date of Signing:**

/s/Maree Sgro  Hagatna, GU  02-04-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 45

**Form 13F Information Table Value Total:** $112227779

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 200798 | 938 | SH |  | SOLE |  | 0 | 0 | 938 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 837935 | 2677 | SH |  | SOLE |  | 0 | 0 | 2677 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 605474 | 1929 | SH |  | SOLE |  | 0 | 0 | 1929 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 1064513 | 4612 | SH |  | SOLE |  | 0 | 0 | 4612 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 2169400 | 7980 | SH |  | SOLE |  | 0 | 0 | 7980 |
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 215026 | 3910 | SH |  | SOLE |  | 0 | 0 | 3910 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 287691 | 268 | SH |  | SOLE |  | 0 | 0 | 268 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 245819 | 2043 | SH |  | SOLE |  | 0 | 0 | 2043 |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | BBG00V6QFTJ7 | 15410126 | 281002 | SH |  | SOLE |  | 0 | 0 | 281002 |
| FIDELITY COVINGTON TRUST | EMERG MKTS MLTFT | 316092543 | BBG00NFRH8L4 | 525401 | 17014 | SH |  | SOLE |  | 0 | 0 | 17014 |
| FIDELITY COVINGTON TRUST | ENHANCED HIGH YI | 316092618 | BBG00L4J9F40 | 3847447 | 77994 | SH |  | SOLE |  | 0 | 0 | 77994 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | BBG01K4JLZG0 | 4993845 | 136518 | SH |  | SOLE |  | 0 | 0 | 136518 |
| FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 | BBG01K785QY9 | 1933545 | 53149 | SH |  | SOLE |  | 0 | 0 | 53149 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | BBG00DR7RGF5 | 5628884 | 99292 | SH |  | SOLE |  | 0 | 0 | 99292 |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | 316092527 | BBG00NFRNCH3 | 768590 | 17417 | SH |  | SOLE |  | 0 | 0 | 17417 |
| FIDELITY MERRIMACK STR TR | LTD TRM BD ETF | 316188200 | BBG0078XLZ93 | 408760 | 8069 | SH |  | SOLE |  | 0 | 0 | 8069 |
| FIDELITY MERRIMACK STR TR | TACTICAL BOND | 316188879 | BBG01CHYWP53 | 496374 | 10023 | SH |  | SOLE |  | 0 | 0 | 10023 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | BBG0078X1341 | 18918332 | 410911 | SH |  | SOLE |  | 0 | 0 | 410911 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | BBG003HC3DG9 | 824386 | 12264 | SH |  | SOLE |  | 0 | 0 | 12264 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | BBG003H6TRS0 | 7236132 | 80887 | SH |  | SOLE |  | 0 | 0 | 80887 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 13893285 | 20284 | SH |  | SOLE |  | 0 | 0 | 20284 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | BBG001SM1QT8 | 470644 | 4712 | SH |  | SOLE |  | 0 | 0 | 4712 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | BBG001ST0ZQ7 | 496456 | 6157 | SH |  | SOLE |  | 0 | 0 | 6157 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | BBG001SSD858 | 2856897 | 54026 | SH |  | SOLE |  | 0 | 0 | 54026 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 3145066 | 14952 | SH |  | SOLE |  | 0 | 0 | 14952 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | BBG001SJCNS1 | 2075299 | 21557 | SH |  | SOLE |  | 0 | 0 | 21557 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 1449311 | 5888 | SH |  | SOLE |  | 0 | 0 | 5888 |
| ISHARES TR | US INFRASTRUC | 46435U713 | BBG00KHHFPF1 | 2150049 | 40860 | SH |  | SOLE |  | 0 | 0 | 40860 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | BBG00TSG0SK6 | 2343918 | 40949 | SH |  | SOLE |  | 0 | 0 | 40949 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 227567 | 706 | SH |  | SOLE |  | 0 | 0 | 706 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 387044 | 586 | SH |  | SOLE |  | 0 | 0 | 586 |
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG001S6P675 | 299395 | 1049 | SH |  | SOLE |  | 0 | 0 | 1049 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 752404 | 1556 | SH |  | SOLE |  | 0 | 0 | 1556 |
| NEOS ETF TRUST | NASDAQ 100 HIGH | 78433H675 | BBG01L86VCM5 | 633035 | 11753 | SH |  | SOLE |  | 0 | 0 | 11753 |
| NETFLIX INC | COM | 64110L106 | BBG001SF6L46 | 302164 | 3223 | SH |  | SOLE |  | 0 | 0 | 3223 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 2682592 | 14384 | SH |  | SOLE |  | 0 | 0 | 14384 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | BBG0025RWLM4 | 1730691 | 63095 | SH |  | SOLE |  | 0 | 0 | 63095 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | BBG001T66WN0 | 2370717 | 72677 | SH |  | SOLE |  | 0 | 0 | 72677 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 708626 | 1039 | SH |  | SOLE |  | 0 | 0 | 1039 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 1637600 | 3641 | SH |  | SOLE |  | 0 | 0 | 3641 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 451544 | 1368 | SH |  | SOLE |  | 0 | 0 | 1368 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 1668402 | 2660 | SH |  | SOLE |  | 0 | 0 | 2660 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 220221 | 657 | SH |  | SOLE |  | 0 | 0 | 657 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | BBG001SS0V24 | 933774 | 6506 | SH |  | SOLE |  | 0 | 0 | 6506 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | BBG00C868SD7 | 1722600 | 19140 | SH |  | SOLE |  | 0 | 0 | 19140 |

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