Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BCWM, LLC (CIK 1542165) reported $352.8M across 56 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVDE ($21.1M, 5.98%), IAU ($20.9M, 5.91%), DUK ($15.0M, 4.26%), DLR ($12.2M, 3.45%), HD ($11.8M, 3.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVDE | AMERICAN CENTY ETF TR | $21.1M | 5.98% | 248,835 | Trimmed |
| 2 | IAU | ISHARES GOLD TR | $20.9M | 5.91% | 236,663 | Trimmed |
| 3 | DUK | DUKE ENERGY CORP NEW | $15.0M | 4.26% | 114,875 | Added |
| 4 | DLR | DIGITAL RLTY TR INC | $12.2M | 3.45% | 67,638 | Added |
| 5 | HD | HOME DEPOT INC | $11.8M | 3.36% | 36,000 | Added |
| 6 | SRE | SEMPRA | $11.6M | 3.29% | 119,464 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $11.1M | 3.16% | 53,449 | Added |
| 8 | META | META PLATFORMS INC | $10.6M | 3.01% | 18,576 | Added |
| 9 | GRMN | GARMIN LTD | $10.5M | 2.97% | 45,088 | Trimmed |
| 10 | SONY | SONY GROUP CORP | $10.1M | 2.87% | 489,017 | New |
| 11 | MSFT | MICROSOFT CORP | $9.9M | 2.80% | 26,713 | Added |
| 12 | KMI | KINDER MORGAN INC DEL | $9.7M | 2.76% | 290,659 | New |
| 13 | WMT | WALMART INC | $9.7M | 2.75% | 77,981 | Added |
| 14 | DHI | D R HORTON INC | $9.2M | 2.61% | 67,213 | Trimmed |
| 15 | NOC | NORTHROP GRUMMAN CORP | $9.0M | 2.56% | 13,249 | Trimmed |
| 16 | SWK | STANLEY BLACK & DECKER INC | $8.9M | 2.53% | 125,362 | Added |
| 17 | UNP | UNION PAC CORP | $8.7M | 2.45% | 35,670 | New |
| 18 | GNRC | GENERAC HLDGS INC | $8.5M | 2.41% | 43,536 | Trimmed |
| 19 | LMT | LOCKHEED MARTIN CORP | $8.5M | 2.41% | 14,070 | Trimmed |
| 20 | AAPL | APPLE INC | $8.4M | 2.37% | 32,979 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $8.2M | 2.33% | 27,909 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $7.7M | 2.17% | 43,964 | Added |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $7.4M | 2.10% | 38,691 | Trimmed |
| 24 | VZ | VERIZON COMMUNICATIONS INC | $7.0M | 1.99% | 140,177 | Added |
| 25 | CVX | CHEVRON CORPORATION | $6.9M | 1.96% | 33,471 | Added |
Source: SEC Form 13F filings · as of 2026-03-31