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 $342.0M across 57 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVDE ($21.1M, 6.18%), IAU ($18.2M, 5.32%), DUK ($14.7M, 4.30%), HD ($13.2M, 3.85%), SRE ($11.3M, 3.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVDE | AMERICAN CENTY ETF TR | $21.1M | 6.18% | 236,843 | Trimmed |
| 2 | IAU | ISHARES GOLD TR | $18.2M | 5.32% | 240,889 | Added |
| 3 | DUK | DUKE ENERGY CORP NEW | $14.7M | 4.30% | 116,087 | Added |
| 4 | HD | HOME DEPOT INC | $13.2M | 3.85% | 37,309 | Added |
| 5 | SRE | SEMPRA | $11.3M | 3.32% | 122,291 | Added |
| 6 | GRMN | GARMIN LTD | $10.7M | 3.14% | 45,230 | Added |
| 7 | DLR | DIGITAL RLTY TR INC | $10.6M | 3.10% | 58,993 | Trimmed |
| 8 | SONY | SONY GROUP CORP | $10.0M | 2.94% | 500,469 | Added |
| 9 | MSFT | MICROSOFT CORP | $10.0M | 2.93% | 26,841 | Added |
| 10 | SWK | STANLEY BLACK & DECKER INC | $9.7M | 2.82% | 102,549 | Trimmed |
| 11 | UNP | UNION PAC CORP | $9.4M | 2.75% | 34,613 | Trimmed |
| 12 | KMI | KINDER MORGAN INC DEL | $9.4M | 2.75% | 294,024 | Added |
| 13 | LMT | LOCKHEED MARTIN CORP | $8.9M | 2.62% | 17,567 | Added |
| 14 | NOC | NORTHROP GRUMMAN CORP | $8.9M | 2.59% | 17,378 | Added |
| 15 | DHI | D R HORTON INC | $8.7M | 2.56% | 53,693 | Trimmed |
| 16 | WMT | WALMART INC | $8.6M | 2.52% | 76,114 | Trimmed |
| 17 | AAPL | APPLE INC | $8.5M | 2.48% | 29,257 | Trimmed |
| 18 | META | META PLATFORMS INC | $8.5M | 2.48% | 15,078 | Trimmed |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | $8.0M | 2.35% | 37,715 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $7.9M | 2.31% | 33,145 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $7.9M | 2.31% | 24,146 | Trimmed |
| 22 | GNRC | GENERAC HLDGS INC | $7.0M | 2.06% | 24,024 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $7.0M | 2.04% | 34,818 | Trimmed |
| 24 | BMY | BRISTOL-MYERS SQUIBB CO | $6.4M | 1.86% | 110,424 | Added |
| 25 | MO | ALTRIA GROUP INC | $6.3M | 1.84% | 87,550 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30