# EDGAR Filing Document

**Accession Number:** 0001830467
**File Stem:** 0001765380-23-000030
**Filing Date:** 2023-2
**Character Count:** 14528
**Document Hash:** 847611d9f1875fd8b83ed5387aa3f9ac
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-23-000030.hdr.sgml**: 20230207

**ACCESSION NUMBER**: 0001765380-23-000030

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230207

**DATE AS OF CHANGE**: 20230207

**EFFECTIVENESS DATE**: 20230207

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BCGM Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001830467
- **IRS NUMBER:** 843549316
- **STATE OF INCORPORATION:** IN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20886
- **FILM NUMBER:** 23595442

**BUSINESS ADDRESS:**
- **STREET 1:** 672 MAIN ST.,
- **STREET 2:** STE 300
- **CITY:** LAFAYETTE
- **STATE:** IN
- **ZIP:** 47901
- **BUSINESS PHONE:** 765-742-7366

**MAIL ADDRESS:**
- **STREET 1:** 672 MAIN ST.,
- **STREET 2:** STE 300
- **CITY:** LAFAYETTE
- **STATE:** IN
- **ZIP:** 47901

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**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:** BCGM Wealth Management LLC<br>**Address:** 672 MAIN ST.<br>STE 300<br>LAFAYETTE, IN 47901

**Form 13F File Number:** 028-20886

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:** Kevin Patton<br>**Title:** CCO<br>**Phone:** 5139778305

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

Kevin Patton  Cincinnati, OH  02-07-2023<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:** 108

**Form 13F Information Table Value Total:** $205617302

      (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

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 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 |
| AIM ETF PRODUCTS TRUST | US LRG CP BUFR20 | 00888H802 |  | 4250674 | 160706 | SH |  | SOLE | 0 | 0 | 0 | 160706 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 896651 | 2909 | SH |  | SOLE | 0 | 0 | 0 | 2909 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 215281 | 2440 | SH |  | SOLE | 0 | 0 | 0 | 2440 |
| AMAZON COM INC | COM | 023135106 |  | 292320 | 3480 | SH |  | SOLE | 0 | 0 | 0 | 3480 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 308092 | 3245 | SH |  | SOLE | 0 | 0 | 0 | 3245 |
| APPLE INC | COM | 037833100 |  | 2143340 | 16496 | SH |  | SOLE | 0 | 0 | 0 | 16496 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 1241654 | 7483 | SH |  | SOLE | 0 | 0 | 0 | 7483 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2190410 | 7091 | SH |  | SOLE | 0 | 0 | 0 | 7091 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 818778 | 6490 | SH |  | SOLE | 0 | 0 | 0 | 6490 |
| CHEVRON CORP NEW | COM | 166764100 |  | 252101 | 1405 | SH |  | SOLE | 0 | 0 | 0 | 1405 |
| COCA COLA CO | COM | 191216100 |  | 247226 | 3887 | SH |  | SOLE | 0 | 0 | 0 | 3887 |
| COTERRA ENERGY INC | COM | 127097103 |  | 2121956 | 86364 | SH |  | SOLE | 0 | 0 | 0 | 86364 |
| CVS HEALTH CORP | COM | 126650100 |  | 1367328 | 14672 | SH |  | SOLE | 0 | 0 | 0 | 14672 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 |  | 1067514 | 5991 | SH |  | SOLE | 0 | 0 | 0 | 5991 |
| DIAMOND HILL INVT GROUP INC | COM NEW | 25264R207 |  | 2438009 | 13177 | SH |  | SOLE | 0 | 0 | 0 | 13177 |
| DISNEY WALT CO | COM | 254687106 |  | 652469 | 7510 | SH |  | SOLE | 0 | 0 | 0 | 7510 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 538142 | 5225 | SH |  | SOLE | 0 | 0 | 0 | 5225 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 3644280 | 33040 | SH |  | SOLE | 0 | 0 | 0 | 33040 |
| FARMLAND PARTNERS INC | COM | 31154R109 |  | 2254822 | 180965 | SH |  | SOLE | 0 | 0 | 0 | 180965 |
| FASTENAL CO | COM | 311900104 |  | 846649 | 17892 | SH |  | SOLE | 0 | 0 | 0 | 17892 |
| FIRST MERCHANTS CORP | COM | 320817109 |  | 971086 | 23622 | SH |  | SOLE | 0 | 0 | 0 | 23622 |
| FIRST SOLAR INC | COM | 336433107 |  | 1298679 | 8670 | SH |  | SOLE | 0 | 0 | 0 | 8670 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 |  | 5550481 | 110766 | SH |  | SOLE | 0 | 0 | 0 | 110766 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 33740F805 |  | 2314061 | 52688 | SH |  | SOLE | 0 | 0 | 0 | 52688 |
| GENTEX CORP | COM | 371901109 |  | 1166692 | 42783 | SH |  | SOLE | 0 | 0 | 0 | 42783 |
| GENWORTH FINL INC | COM CL A | 37247D106 |  | 169280 | 32000 | SH |  | SOLE | 0 | 0 | 0 | 32000 |
| HERSHEY CO | COM | 427866108 |  | 291095 | 1257 | SH |  | SOLE | 0 | 0 | 0 | 1257 |
| INNOVATOR ETFS TR | US EQT PWR BUF | 45782C870 |  | 373344 | 13300 | SH |  | SOLE | 0 | 0 | 0 | 13300 |
| INNOVATOR ETFS TR | INTRNL DEV JAN | 45782C524 |  | 231148 | 8654 | SH |  | SOLE | 0 | 0 | 0 | 8654 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C540 |  | 837787 | 28029 | SH |  | SOLE | 0 | 0 | 0 | 28029 |
| INNOVATOR ETFS TR | US EQT BUFR APR | 45782C888 |  | 442162 | 14250 | SH |  | SOLE | 0 | 0 | 0 | 14250 |
| INNOVATOR ETFS TR | US EQTY BUFR JAN | 45782C409 |  | 238714 | 7225 | SH |  | SOLE | 0 | 0 | 0 | 7225 |
| INNOVATOR ETFS TR | US EQTY BUF SEP | 45782C664 |  | 303300 | 10000 | SH |  | SOLE | 0 | 0 | 0 | 10000 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C656 |  | 305105 | 10430 | SH |  | SOLE | 0 | 0 | 0 | 10430 |
| INNOVATOR ETFS TR | EMRGNG MKT JAN | 45782C516 |  | 295310 | 10853 | SH |  | SOLE | 0 | 0 | 0 | 10853 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C748 |  | 309592 | 10414 | SH |  | SOLE | 0 | 0 | 0 | 10414 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C318 |  | 860144 | 30621 | SH |  | SOLE | 0 | 0 | 0 | 30621 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C417 |  | 452696 | 15940 | SH |  | SOLE | 0 | 0 | 0 | 15940 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C797 |  | 253340 | 8425 | SH |  | SOLE | 0 | 0 | 0 | 8425 |
| INNOVATOR ETFS TR | US EQTY PWR BF | 45782C680 |  | 773019 | 27267 | SH |  | SOLE | 0 | 0 | 0 | 27267 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C508 |  | 3222150 | 102258 | SH |  | SOLE | 0 | 0 | 0 | 102258 |
| INNOVATOR ETFS TR | US SML CP PWR B | 45782C474 |  | 353207 | 11809 | SH |  | SOLE | 0 | 0 | 0 | 11809 |
| INNOVATOR ETFS TR | US EQTY BUFR JUL | 45782C789 |  | 860947 | 27852 | SH |  | SOLE | 0 | 0 | 0 | 27852 |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 46138E537 |  | 1122865 | 48948 | SH |  | SOLE | 0 | 0 | 0 | 48948 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 MUNI | 46138J544 |  | 351890 | 14000 | SH |  | SOLE | 0 | 0 | 0 | 14000 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 927916 | 21089 | SH |  | SOLE | 0 | 0 | 0 | 21089 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 9945418 | 37349 | SH |  | SOLE | 0 | 0 | 0 | 37349 |
| ISHARES INC | MSCI EMERG MRKT | 464286533 |  | 419900 | 7915 | SH |  | SOLE | 0 | 0 | 0 | 7915 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 562756 | 8850 | SH |  | SOLE | 0 | 0 | 0 | 8850 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 248273 | 2623 | SH |  | SOLE | 0 | 0 | 0 | 2623 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 4857816 | 213812 | SH |  | SOLE | 0 | 0 | 0 | 213812 |
| ISHARES TR | BLACKROCK ULTRA | 46434V878 |  | 3084176 | 61634 | SH |  | SOLE | 0 | 0 | 0 | 61634 |
| ISHARES TR | MSCI USA SZE FT | 46432F370 |  | 379591 | 3338 | SH |  | SOLE | 0 | 0 | 0 | 3338 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 3202714 | 28104 | SH |  | SOLE | 0 | 0 | 0 | 28104 |
| ISHARES TR | MSCI USA VALUE | 46432F388 |  | 297479 | 3264 | SH |  | SOLE | 0 | 0 | 0 | 3264 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 747916 | 7173 | SH |  | SOLE | 0 | 0 | 0 | 7173 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 1612907 | 22370 | SH |  | SOLE | 0 | 0 | 0 | 22370 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 2853202 | 27039 | SH |  | SOLE | 0 | 0 | 0 | 27039 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 855520 | 5863 | SH |  | SOLE | 0 | 0 | 0 | 5863 |
| ISHARES TR | CORE S ETF | 464287200 |  | 29417639 | 76567 | SH |  | SOLE | 0 | 0 | 0 | 76567 |
| ISHARES TR | AGGRES ALLOC ETF | 464289859 |  | 275926 | 4618 | SH |  | SOLE | 0 | 0 | 0 | 4618 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 908107 | 7534 | SH |  | SOLE | 0 | 0 | 0 | 7534 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 5481592 | 118036 | SH |  | SOLE | 0 | 0 | 0 | 118036 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 376926 | 1558 | SH |  | SOLE | 0 | 0 | 0 | 1558 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 632818 | 10266 | SH |  | SOLE | 0 | 0 | 0 | 10266 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 425842 | 7815 | SH |  | SOLE | 0 | 0 | 0 | 7815 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 8697899 | 172116 | SH |  | SOLE | 0 | 0 | 0 | 172116 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 345385 | 6890 | SH |  | SOLE | 0 | 0 | 0 | 6890 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2375762 | 17716 | SH |  | SOLE | 0 | 0 | 0 | 17716 |
| KROGER CO | COM | 501044101 |  | 2140021 | 48004 | SH |  | SOLE | 0 | 0 | 0 | 48004 |
| LILLY ELI  CO | COM | 532457108 |  | 1484213 | 4057 | SH |  | SOLE | 0 | 0 | 0 | 4057 |
| LOVESAC COMPANY | COM | 54738L109 |  | 1686626 | 76630 | SH |  | SOLE | 0 | 0 | 0 | 76630 |
| MCDONALDS CORP | COM | 580135101 |  | 409431 | 1554 | SH |  | SOLE | 0 | 0 | 0 | 1554 |
| MERCHANTS BANCORP IND | COM | 58844R108 |  | 366985 | 15090 | SH |  | SOLE | 0 | 0 | 0 | 15090 |
| MICROSOFT CORP | COM | 594918104 |  | 1058009 | 4412 | SH |  | SOLE | 0 | 0 | 0 | 4412 |
| MORNINGSTAR INC | COM | 617700109 |  | 752434 | 3474 | SH |  | SOLE | 0 | 0 | 0 | 3474 |
| NIKE INC | CL B | 654106103 |  | 280824 | 2400 | SH |  | SOLE | 0 | 0 | 0 | 2400 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 2889707 | 5296 | SH |  | SOLE | 0 | 0 | 0 | 5296 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 202808 | 1388 | SH |  | SOLE | 0 | 0 | 0 | 1388 |
| PEPSICO INC | COM | 713448108 |  | 259444 | 1436 | SH |  | SOLE | 0 | 0 | 0 | 1436 |
| PFIZER INC | COM | 717081103 |  | 332013 | 6480 | SH |  | SOLE | 0 | 0 | 0 | 6480 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 |  | 1890271 | 38346 | SH |  | SOLE | 0 | 0 | 0 | 38346 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 337255 | 2225 | SH |  | SOLE | 0 | 0 | 0 | 2225 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 13257274 | 175500 | SH |  | SOLE | 0 | 0 | 0 | 175500 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 1511508 | 29185 | SH |  | SOLE | 0 | 0 | 0 | 29185 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 6096555 | 92344 | SH |  | SOLE | 0 | 0 | 0 | 92344 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 2158297 | 15887 | SH |  | SOLE | 0 | 0 | 0 | 15887 |
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 |  | 1026192 | 96266 | SH |  | SOLE | 0 | 0 | 0 | 96266 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 1152119 | 9807 | SH |  | SOLE | 0 | 0 | 0 | 9807 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 396197 | 1036 | SH |  | SOLE | 0 | 0 | 0 | 1036 |
| SPDR SER TR | BLOOMBERG 3-12 M | 78468R523 |  | 992900 | 10000 | SH |  | SOLE | 0 | 0 | 0 | 10000 |
| SPDR SER TR | S 600 SMCP GRW | 78464A201 |  | 224307 | 3105 | SH |  | SOLE | 0 | 0 | 0 | 3105 |
| SPDR SER TR | S 600 SMCP VAL | 78464A300 |  | 240504 | 3240 | SH |  | SOLE | 0 | 0 | 0 | 3240 |
| SPDR SER TR | PORTFOLIO S | 78468R853 |  | 5368589 | 145215 | SH |  | SOLE | 0 | 0 | 0 | 145215 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 595033 | 15300 | SH |  | SOLE | 0 | 0 | 0 | 15300 |
| SPDR SER TR | S 600 SML CAP | 78464A813 |  | 2155626 | 26221 | SH |  | SOLE | 0 | 0 | 0 | 26221 |
| TIMOTHY PLAN | HIG DV STK ETF | 887432326 |  | 273972 | 8800 | SH |  | SOLE | 0 | 0 | 0 | 8800 |
| TIMOTHY PLAN | US LRGMD CP CORE | 887432359 |  | 278050 | 8300 | SH |  | SOLE | 0 | 0 | 0 | 8300 |
| TJX COS INC NEW | COM | 872540109 |  | 1690947 | 21243 | SH |  | SOLE | 0 | 0 | 0 | 21243 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1696154 | 3199 | SH |  | SOLE | 0 | 0 | 0 | 3199 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 405323 | 2120 | SH |  | SOLE | 0 | 0 | 0 | 2120 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 5869978 | 16707 | SH |  | SOLE | 0 | 0 | 0 | 16707 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 236205 | 1287 | SH |  | SOLE | 0 | 0 | 0 | 1287 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 7397118 | 36294 | SH |  | SOLE | 0 | 0 | 0 | 36294 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 6642816 | 95402 | SH |  | SOLE | 0 | 0 | 0 | 95402 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 966144 | 24521 | SH |  | SOLE | 0 | 0 | 0 | 24521 |
| WEBSTER FINL CORP | COM | 947890109 |  | 486561 | 10278 | SH |  | SOLE | 0 | 0 | 0 | 10278 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 339622 | 8255 | SH |  | SOLE | 0 | 0 | 0 | 8255 |

---