Bcwm, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$352.8M
Q ending 2026-03-31
Prior quarter
$334.0M
Q ending 2025-12-31
Change
+5.6% QoQ · +22.6% YoY
Positions
57
reported holdings
Largest positions
All 57 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| American Centy Etf Tr | AVDE | Shares | $21.1M | 249K |
| Ishares Gold Tr | IAU | Shares | $20.9M | 237K |
| Duke Energy Corp New | DUK | Shares | $15.0M | 115K |
| Digital Rlty Tr Inc | DLR | Shares | $12.2M | 68K |
| Home Depot Inc | HD | Shares | $11.8M | 36K |
| Sempra | SRE | Shares | $11.6M | 119K |
| Amazon Com Inc | AMZN | Shares | $11.1M | 53K |
| Meta Platforms Inc | META | Shares | $10.6M | 19K |
| Garmin Ltd | Shares | $10.5M | 45K | |
| Sony Group Corp | SONY | Shares | $10.1M | 489K |
| Microsoft Corp | MSFT | Shares | $9.9M | 27K |
| Kinder Morgan Inc Del | KMI | Shares | $9.7M | 291K |
| Walmart Inc | WMT | Shares | $9.7M | 78K |
| D R Horton Inc | DHI | Shares | $9.2M | 67K |
| Northrop Grumman Corp | NOC | Shares | $9.0M | 13K |
| Stanley Black & Decker Inc | SWK | Shares | $8.9M | 125K |
| Union Pac Corp | UNP | Shares | $8.7M | 36K |
| Generac Hldgs Inc | GNRC | Shares | $8.5M | 44K |
| Lockheed Martin Corp | LMT | Shares | $8.5M | 14K |
| Apple Inc | AAPL | Shares | $8.4M | 33K |
| Jpmorgan Chase & Co | JPM | Shares | $8.2M | 28K |
| Nvidia Corporation | NVDA | Shares | $7.7M | 44K |
| Invesco Exchange Traded Fd T | RSP | Shares | $7.4M | 39K |
| Verizon Communications Inc | VZ | Shares | $7.0M | 140K |
| Chevron Corporation | CVX | Shares | $6.9M | 33K |
| Target Corp | TGT | Shares | $6.4M | 53K |
| Altria Group Inc | MO | Shares | $6.3M | 96K |
| Bristol-Myers Squibb Co | BMY | Shares | $6.2M | 103K |
| Pfizer Inc | PFE | Shares | $6.2M | 220K |
| Merck & Co Inc | MRK | Shares | $6.2M | 51K |
| Pepsico Inc | PEP | Shares | $6.0M | 39K |
| Ishares Tr | INDA | Shares | $5.6M | 120K |
| Us Bancorp | USB | Shares | $5.6M | 107K |
| United Parcel Svcs Inc | UPS | Shares | $5.1M | 52K |
| Ishares Inc | THD | Shares | $4.1M | 60K |
| Ishares Inc | EWM | Shares | $3.8M | 135K |
| Ishares Tr | EPHE | Shares | $3.6M | 145K |
| Ishares Tr | FXI | Shares | $3.4M | 95K |
| Vaneck Etf Trust | VNM | Shares | $3.4M | 195K |
| Ishares Tr | EIDO | Shares | $3.2M | 200K |
| Schwab Strategic Tr | SCHV | Shares | $2.1M | 68K |
| Schwab Strategic Tr | SCHZ | Shares | $2.0M | 88K |
| Ishares Tr | LQD | Shares | $2.0M | 18K |
| Vanguard Scottsdale Fds | VCIT | Shares | $2.0M | 24K |
| Ishares Tr | AOA | Shares | $903K | 10K |
| Schwab Strategic Tr | SCHM | Shares | $836K | 27K |
| Schwab Strategic Tr | SCHF | Shares | $786K | 32K |
| Heartflow Inc | HTFL | Shares | $762K | 31K |
| Schwab Strategic Tr | SCHE | Shares | $671K | 20K |
| Vanguard World Fd | EDV | Shares | $516K | 8K |
| Pimco Etf Tr | ZROZ | Shares | $441K | 7K |
| Ishares Tr | PFF | Shares | $439K | 14K |
| Procter & Gamble Co | PG | Shares | $384K | 3K |
| Ishares Tr | IJR | Shares | $283K | 2K |
| Ishares Tr | IJH | Shares | $281K | 4K |
| Ishares Tr | AOR | Shares | $223K | 3K |
| Vanguard Scottsdale Fds | VMBS | Shares | $200K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.