BCWM, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, BCWM, LLC held in its portfolio 56 assets valued at $334,008,374 (i.e. $334.01M).
The most valuable assets in the portfolio included: ISHARES GOLD TR ($24.20M), AMERICAN CENTY ETF TR ($22.20M), and DUKE ENERGY CORP NEW ($13.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 56 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BCWM, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES GOLD TR | 298176 | 24202946 | ISHARES NEW |
| AMERICAN CENTY ETF TR | 269673 | 22199475 | INTL EQT ETF |
| DUKE ENERGY CORP NEW | 112106 | 13139965 | COM NEW |
| SEMPRA | 147476 | 13020638 | COM |
| D R HORTON INC | 84093 | 12111872 | COM |
| LOCKHEED MARTIN CORP | 23258 | 11249266 | COM |
| META PLATFORMS INC | 16196 | 10690999 | CL A |
| GARMIN LTD | 51994 | 10546936 | SHS |
| AMAZON COM INC | 45293 | 10454530 | COM |
| HOME DEPOT INC | 30373 | 10451393 | COM |
| DIGITAL RLTY TR INC | 65260 | 10096301 | COM |
| APPLE INC | 36543 | 9934458 | COM |
| NORTHROP GRUMMAN CORP | 17166 | 9788466 | COM |
| GENERAC HLDGS INC | 70937 | 9673679 | COM |
| JPMORGAN CHASE & CO. | 28633 | 9226174 | COM |
| STANLEY BLACK & DECKER INC | 119020 | 8840834 | COM |
| MICROSOFT CORP | 18251 | 8826411 | COM |
| INVESCO EXCHANGE TRADED FD T | 45445 | 8705444 | S&P500 EQL WGT |
| WALMART INC | 76735 | 8549071 | COM |
| MEDTRONIC PLC | 83522 | 8023161 | SHS |
| NVIDIA CORPORATION | 38502 | 7180637 | COM |
| MERCK & CO INC | 61169 | 6438683 | COM |
| US BANCORP DEL | 114352 | 6101808 | COM NEW |
| BRISTOL-MYERS SQUIBB CO | 109461 | 5904308 | COM |
| ISHARES TR | 105140 | 5682802 | MSCI INDIA ETF |
| PEPSICO INC | 37736 | 5415858 | COM |
| TARGET CORP | 54237 | 5301655 | COM |
| UNITED PARCEL SERVICE INC | 50245 | 4983827 | CL B |
| PFIZER INC | 199678 | 4971983 | COM |
| ALTRIA GROUP INC | 85936 | 4955095 | COM |
| VERIZON COMMUNICATIONS INC | 115240 | 4693707 | COM |
| ISHARES INC | 113355 | 4579548 | MSCI CHILE ETF |
| VANECK ETF TRUST | 214661 | 4095728 | VANECK VIETNAM |
| ISHARES INC | 146197 | 3999941 | MSCI MLY ETF NEW |
| ISHARES INC | 122017 | 3876467 | MSCI BRAZIL ETF |
| CHEVRON CORP NEW | 23654 | 3605072 | COM |
| ISHARES TR | 92873 | 3556091 | CHINA LG-CAP ETF |
| ISHARES TR | 185613 | 3470959 | MSCI INDONIA ETF |
| SCHWAB STRATEGIC TR | 71313 | 2111578 | US LCAP VA ETF |
| SCHWAB STRATEGIC TR | 86677 | 2025641 | US AGGREGATE B |
| ISHARES TR | 18054 | 1989370 | IBOXX INV CP ETF |
| VANGUARD SCOTTSDALE FDS | 23748 | 1988895 | INT-TERM CORP |
| ISHARES TR | 10165 | 910421 | CORE 80/20 AGGRE |
| HEARTFLOW INC | 31139 | 907702 | COM |
| SCHWAB STRATEGIC TR | 29489 | 886734 | US MID-CAP ETF |
| SCHWAB STRATEGIC TR | 31768 | 763703 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 21976 | 719714 | EMRG MKTEQ ETF |
| ISHARES TR | 18928 | 586011 | PFD AND INCM SEC |
| VANGUARD WORLD FD | 7925 | 515203 | EXTENDED DUR |
| PIMCO ETF TR | 6486 | 416726 | 25YR+ ZERO U S |
| PROCTER AND GAMBLE CO | 2657 | 380775 | COM |
| ISHARES TR | 4494 | 296604 | CORE S&P MCP ETF |
| PHILIP MORRIS INTL INC | 1713 | 274765 | COM |
| ISHARES TR | 2035 | 244566 | CORE S&P SCP ETF |
| ISHARES TR | 3559 | 231356 | CORE 60/40 BALAN |
| SPDR GOLD TR | 536 | 212422 | GOLD SHS |
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