§ 13F · FUND PROFILE
BCWM, LLC.
AUM · $342M (13F)Positions · 57Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVDE | AMERICAN CENTY ETF TR | 237K | $21M | 6.2% | −5% |
| 2 | IAU | ISHARES GOLD TR | 241K | $18M | 5.3% | +2% |
| 3 | DUK | DUKE ENERGY CORP NEW | 116K | $15M | 4.3% | +1% |
| 4 | HD | HOME DEPOT INC | 37K | $13M | 3.8% | +4% |
| 5 | SRE | SEMPRA | 122K | $11M | 3.3% | +2% |
| 6 | GRMN | GARMIN LTD | 45K | $11M | 3.1% | ±0% |
| 7 | DLR | DIGITAL RLTY TR INC | 59K | $11M | 3.1% | −13% |
| 8 | SONY | SONY GROUP CORP | 500K | $10M | 2.9% | +2% |
| 9 | MSFT | MICROSOFT CORP | 27K | $10M | 2.9% | ±0% |
| 10 | SWK | STANLEY BLACK & DECKER INC | 103K | $10M | 2.8% | −18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BCWM, SIGNAL
AC read
BCWM, LLC is a Other fund managing $342 million in assets. The fund runs a portfolio of 57 positions.
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