§ 13F · FUND PROFILE
BCWM, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $334M (13F)Positions · 55Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVDE | AMERICAN CENTY ETF TR | 249K | $21M | 6.0% | −8% |
| 2 | IAU | ISHARES GOLD TR | 237K | $21M | 5.9% | −21% |
| 3 | DUK | DUKE ENERGY CORP NEW | 115K | $15M | 4.3% | +2% |
| 4 | DLR | DIGITAL RLTY TR INC | 68K | $12M | 3.5% | +4% |
| 5 | HD | HOME DEPOT INC | 36K | $12M | 3.4% | +19% |
| 6 | SRE | SEMPRA | 119K | $12M | 3.3% | −19% |
| 7 | AMZN | AMAZON COM INC | 53K | $11M | 3.2% | +18% |
| 8 | META | META PLATFORMS INC | 19K | $11M | 3.0% | +15% |
| 9 | GRMN | GARMIN LTD | 45K | $10M | 3.0% | −13% |
| 10 | SONY | SONY GROUP CORP | 489K | $10M | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BCWM, SIGNAL
AC read
BCWM, LLC is a Other fund managing $334 million in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed