BCWM, LLC — 13F Holdings & Portfolio
CIK 1542165 · latest 13F-HR filed 2026-05-14
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$352.8M
Long-equity book
Holdings
57
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+6 / −5 / ↑16 / ↓17
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CHEVRON CORPORATION$3.3M +92.1%
- VERIZON COMMUNICATIONS INC$2.3M +49.9%
- DIGITAL RLTY TR INC$2.1M +20.7%
- DUKE ENERGY CORP NEW$1.9M +14.5%
- HOME DEPOT INC$1.4M +13.3%
Top Trims
- ISHARES GOLD TR-$3.3M -13.8%
- D R HORTON INC-$2.9M -23.9%
- LOCKHEED MARTIN CORP-$2.7M -24.4%
- APPLE INC-$1.6M -15.8%
- SEMPRA-$1.4M -10.8%
New Positions
- SONY GROUP CORP$10.1M
- KINDER MORGAN INC DEL$9.7M
- UNION PAC CORP$8.7M
- ISHARES INC$4.1M
- ISHARES TR$3.6M
Exited Positions
- MEDTRONIC PLC$8.0M
- ISHARES INC$4.6M
- ISHARES INC$3.9M
- PHILIP MORRIS INTL INC$274.8K
- SPDR GOLD TR$212.4K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $21.1M | 5.98% | 248,835 | SH |
| 2 | ISHARES GOLD TR | IAU | 464285204 | $20.9M | 5.91% | 236,663 | SH |
| 3 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $15.0M | 4.26% | 114,875 | SH |
| 4 | DIGITAL RLTY TR INC | DLR | 253868103 | $12.2M | 3.45% | 67,638 | SH |
| 5 | HOME DEPOT INC | HD | 437076102 | $11.8M | 3.36% | 36,000 | SH |
| 6 | SEMPRA | SRE | 816851109 | $11.6M | 3.29% | 119,464 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $11.1M | 3.16% | 53,449 | SH |
| 8 | META PLATFORMS INC | META | 30303M102 | $10.6M | 3.01% | 18,576 | SH |
| 9 | GARMIN LTD | GRMN | H2906T109 | $10.5M | 2.97% | 45,088 | SH |
| 10 | SONY GROUP CORP | SONY | 835699307 | $10.1M | 2.87% | 489,017 | SH |
| 11 | MICROSOFT CORP | MSFT | 594918104 | $9.9M | 2.80% | 26,713 | SH |
| 12 | KINDER MORGAN INC DEL | KMI | 49456B101 | $9.7M | 2.76% | 290,659 | SH |
| 13 | WALMART INC | WMT | 931142103 | $9.7M | 2.75% | 77,981 | SH |
| 14 | D R HORTON INC | DHI | 23331A109 | $9.2M | 2.61% | 67,213 | SH |
| 15 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $9.0M | 2.56% | 13,249 | SH |
| 16 | STANLEY BLACK & DECKER INC | SWK | 854502101 | $8.9M | 2.53% | 125,362 | SH |
| 17 | UNION PAC CORP | UNP | 907818108 | $8.7M | 2.45% | 35,670 | SH |
| 18 | GENERAC HLDGS INC | GNRC | 368736104 | $8.5M | 2.41% | 43,536 | SH |
| 19 | LOCKHEED MARTIN CORP | LMT | 539830109 | $8.5M | 2.41% | 14,070 | SH |
| 20 | APPLE INC | AAPL | 037833100 | $8.4M | 2.37% | 32,979 | SH |
| 21 | JPMORGAN CHASE & CO | JPM | 46625H100 | $8.2M | 2.33% | 27,909 | SH |
| 22 | NVIDIA CORPORATION | NVDA | 67066G104 | $7.7M | 2.17% | 43,964 | SH |
| 23 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $7.4M | 2.10% | 38,691 | SH |
| 24 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $7.0M | 1.99% | 140,177 | SH |
| 25 | CHEVRON CORPORATION | CVX | 166764100 | $6.9M | 1.96% | 33,471 | SH |
| 26 | TARGET CORP | TGT | 87612E106 | $6.4M | 1.83% | 53,180 | SH |
| 27 | ALTRIA GROUP INC | MO | 02209S103 | $6.3M | 1.79% | 95,530 | SH |
| 28 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $6.2M | 1.76% | 102,578 | SH |
| 29 | PFIZER INC | PFE | 717081103 | $6.2M | 1.75% | 219,730 | SH |
| 30 | MERCK & CO INC | MRK | 58933Y105 | $6.2M | 1.74% | 51,138 | SH |
| 31 | PEPSICO INC | PEP | 713448108 | $6.0M | 1.71% | 38,851 | SH |
| 32 | ISHARES TR | INDA | 46429B598 | $5.6M | 1.59% | 119,949 | SH |
| 33 | US BANCORP | USB | 902973304 | $5.6M | 1.58% | 107,336 | SH |
| 34 | UNITED PARCEL SVCS INC | UPS | 911312106 | $5.1M | 1.46% | 52,320 | SH |
| 35 | ISHARES INC | THD | 464286624 | $4.1M | 1.17% | 59,685 | SH |
| 36 | ISHARES INC | EWM | 46434G814 | $3.8M | 1.08% | 134,527 | SH |
| 37 | ISHARES TR | EPHE | 46429B408 | $3.6M | 1.02% | 144,540 | SH |
| 38 | ISHARES TR | FXI | 464287184 | $3.4M | 0.96% | 94,659 | SH |
| 39 | VANECK ETF TRUST | VNM | 92189F817 | $3.4M | 0.95% | 194,598 | SH |
| 40 | ISHARES TR | EIDO | 46429B309 | $3.2M | 0.90% | 200,332 | SH |
| 41 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $2.1M | 0.59% | 68,387 | SH |
| 42 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $2.0M | 0.58% | 87,930 | SH |
| 43 | ISHARES TR | LQD | 464287242 | $2.0M | 0.57% | 18,384 | SH |
| 44 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $2.0M | 0.57% | 24,118 | SH |
| 45 | ISHARES TR | AOA | 464289859 | $903.0K | 0.26% | 10,204 | SH |
| 46 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $836.2K | 0.24% | 27,009 | SH |
| 47 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $785.8K | 0.22% | 31,750 | SH |
| 48 | HEARTFLOW INC | HTFL | 42238D107 | $761.8K | 0.22% | 31,310 | SH |
| 49 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $670.9K | 0.19% | 20,361 | SH |
| 50 | VANGUARD WORLD FD | EDV | 921910709 | $515.8K | 0.15% | 7,942 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $352.8M | 57 | 0001542165-26-000002 |
| 2025-12-31 | 2026-02-11 | $334.0M | 56 | 0001542165-26-000001 |
| 2025-09-30 | 2025-11-14 | $334.0M | 55 | 0001542165-25-000005 |