BCWM, LLC

Institutional manager (13F) · CIK 1542165

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $351M

#	Issuer	Value	Shares
1	AMERICAN CENTY ETF TR	$21M	248,835
2	ISHARES GOLD TR	$21M	236,663
3	DUKE ENERGY CORP NEW	$15M	114,875
4	DIGITAL RLTY TR INC	$12M	67,638
5	HOME DEPOT INC	$12M	36,000
6	SEMPRA	$12M	119,464
7	AMAZON COM INC	$11M	53,449
8	META PLATFORMS INC	$11M	18,576
9	GARMIN LTD	$10M	45,088
10	SONY GROUP CORP	$10M	489,017
11	MICROSOFT CORP	$10M	26,713
12	KINDER MORGAN INC DEL	$10M	290,659
13	WALMART INC	$10M	77,981
14	D R HORTON INC	$9M	67,213
15	NORTHROP GRUMMAN CORP	$9M	13,249
16	STANLEY BLACK & DECKER INC	$9M	125,362
17	UNION PAC CORP	$9M	35,670
18	GENERAC HLDGS INC	$9M	43,536
19	LOCKHEED MARTIN CORP	$9M	14,070
20	APPLE INC	$8M	32,979
21	JPMORGAN CHASE & CO	$8M	27,909
22	NVIDIA CORPORATION	$8M	43,964
23	INVESCO EXCHANGE TRADED FD T	$7M	38,691
24	VERIZON COMMUNICATIONS INC	$7M	140,177
25	CHEVRON CORPORATION	$7M	33,471
26	TARGET CORP	$6M	53,180
27	ALTRIA GROUP INC	$6M	95,530
28	BRISTOL-MYERS SQUIBB CO	$6M	102,578
29	PFIZER INC	$6M	219,730
30	MERCK & CO INC	$6M	51,138
31	PEPSICO INC	$6M	38,851
32	ISHARES TR	$6M	119,949
33	US BANCORP	$6M	107,336
34	UNITED PARCEL SVCS INC	$5M	52,320
35	ISHARES INC	$4M	59,685
36	ISHARES INC	$4M	134,527
37	ISHARES TR	$4M	144,540
38	ISHARES TR	$3M	94,659
39	VANECK ETF TRUST	$3M	194,598
40	ISHARES TR	$3M	200,332
41	SCHWAB STRATEGIC TR	$2M	68,387
42	SCHWAB STRATEGIC TR	$2M	87,930
43	ISHARES TR	$2M	18,384
44	VANGUARD SCOTTSDALE FDS	$2M	24,118
45	ISHARES TR	$903k	10,204
46	SCHWAB STRATEGIC TR	$836k	27,009
47	SCHWAB STRATEGIC TR	$786k	31,750
48	HEARTFLOW INC	$762k	31,310
49	SCHWAB STRATEGIC TR	$671k	20,361
50	VANGUARD WORLD FD	$516k	7,942

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.