Bcwm, LLC Top Holdings and 13F Report (2026) About Bcwm, LLCInvestment ActivityBcwm, LLC has $352.80 million in total holdings as of March 31, 2026.Bcwm, LLC owns shares of 57 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 14.98% of the portfolio was purchased this quarter.About 14.16% of the portfolio was sold this quarter.This quarter, Bcwm, LLC has purchased 56 new stocks and bought additional shares in 26 stocks.Bcwm, LLC sold shares of 24 stocks and completely divested from 5 stocks this quarter.Largest Holdings Avantis International Equity ETF $21,111,130iShares Gold Trust $20,864,210Duke Energy $15,041,674Digital Realty Trust $12,188,997Home Depot $11,840,157 Largest New Holdings this Quarter 835699307 - Sony $10,122,652 Holding49456B101 - Kinder Morgan $9,745,805 Holding907818108 - Union Pacific $8,654,261 Holding464286624 - iShares MSCI Thailand ETF $4,140,945 Holding46429B408 - iShares MSCI Philippines ETF $3,588,928 Holding Largest Purchases this Quarter Sony 489,017 shares (about $10.12M)Kinder Morgan 290,659 shares (about $9.75M)Union Pacific 35,670 shares (about $8.65M)iShares MSCI Thailand ETF 59,685 shares (about $4.14M)iShares MSCI Philippines ETF 144,540 shares (about $3.59M) Largest Sales this Quarter Lockheed Martin 9,188 shares (about $5.55M)iShares Gold Trust 61,513 shares (about $5.42M)Generac 27,401 shares (about $5.35M)Sempra Energy 28,012 shares (about $2.72M)Northrop Grumman 3,917 shares (about $2.67M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBcwm, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVDEAvantis International Equity ETF$21,111,130$1,767,893 â–¼-7.7%248,8356.0%ETFIAUiShares Gold Trust$20,864,210$5,422,986 â–¼-20.6%236,6635.9%FinanceDUKDuke Energy$15,041,674$362,571 â–²2.5%114,8754.3%UtilitiesDLRDigital Realty Trust$12,188,997$428,538 â–²3.6%67,6383.5%FinanceHDHome Depot$11,840,157$1,850,682 â–²18.5%36,0003.4%Retail/WholesaleSRESempra Energy$11,608,316$2,721,926 â–¼-19.0%119,4643.3%UtilitiesAMZNAmazon.com$11,131,823$1,698,650 â–²18.0%53,4493.2%Retail/WholesaleMETAMeta Platforms$10,627,600$1,361,633 â–²14.7%18,5763.0%Computer and TechnologyGRMNGarmin$10,460,787$1,602,249 â–¼-13.3%45,0883.0%Computer and TechnologySONYSony$10,122,652$10,122,652 â–²New Holding489,0172.9%Consumer DiscretionaryMSFTMicrosoft$9,888,355$3,132,380 â–²46.4%26,7132.8%Computer and TechnologyKMIKinder Morgan$9,745,805$9,745,805 â–²New Holding290,6592.8%EnergyWALMART INC$9,691,482$154,853 â–²1.6%77,9812.7%COMDHID.R. Horton$9,222,943$2,316,267 â–¼-20.1%67,2132.6%ConstructionNOCNorthrop Grumman$9,039,238$2,672,405 â–¼-22.8%13,2492.6%AerospaceSWKStanley Black & Decker$8,908,198$450,661 â–²5.3%125,3622.5%IndustrialsUNPUnion Pacific$8,654,261$8,654,261 â–²New Holding35,6702.5%TransportationGNRCGenerac$8,503,887$5,352,237 â–¼-38.6%43,5362.4%IndustrialsLMTLockheed Martin$8,503,473$5,552,943 â–¼-39.5%14,0702.4%AerospaceAAPLApple$8,369,666$904,500 â–¼-9.8%32,9792.4%Computer and TechnologyJPMJPMorgan Chase & Co.$8,209,625$212,970 â–¼-2.5%27,9092.3%FinanceNVDANVIDIA$7,667,335$952,574 â–²14.2%43,9642.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$7,425,577$1,296,228 â–¼-14.9%38,6912.1%ETFVZVerizon Communications$7,036,878$1,251,836 â–²21.6%140,1772.0%Computer and TechnologyCVXChevron$6,925,151$2,031,138 â–²41.5%33,4712.0%EnergyTGTTarget$6,445,370$128,107 â–¼-1.9%53,1801.8%Retail/WholesaleMOAltria Group$6,304,047$633,110 â–²11.2%95,5301.8%Consumer StaplesBMYBristol Myers Squibb$6,221,336$417,453 â–¼-6.3%102,5781.8%MedicalPFEPfizer$6,170,016$563,060 â–²10.0%219,7301.7%MedicalMRKMerck & Co., Inc.$6,151,347$1,206,621 â–¼-16.4%51,1381.7%MedicalPEPPepsiCo$6,033,159$173,148 â–²3.0%38,8511.7%Consumer StaplesINDAiShares MSCI India ETF$5,618,398$693,652 â–²14.1%119,9491.6%ETFUSBU.S. Bancorp$5,582,538$364,902 â–¼-6.1%107,3361.6%FinanceUPSUnited Parcel Service$5,147,232$204,138 â–²4.1%52,3201.5%TransportationTHDiShares MSCI Thailand ETF$4,140,945$4,140,945 â–²New Holding59,6851.2%ETFEWMiShares MSCI Malaysia ETF$3,821,903$331,544 â–¼-8.0%134,5271.1%FinanceEPHEiShares MSCI Philippines ETF$3,588,928$3,588,928 â–²New Holding144,5401.0%ETFFXIiShares China Large-Cap ETF$3,398,243$64,117 â–²1.9%94,6591.0%ETFVNMVanEck Vietnam ETF$3,368,487$347,290 â–¼-9.3%194,5981.0%ETFEIDOiShares MSCI Indonesia ETF$3,163,247$232,413 â–²7.9%200,3320.9%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,085,804$89,243 â–¼-4.1%68,3870.6%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,041,735$29,095 â–²1.4%87,9300.6%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,003,672$35,967 â–²1.8%18,3840.6%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$1,995,765$30,618 â–²1.6%24,1180.6%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$902,995$3,451 â–²0.4%10,2040.3%ETFSCHMSchwab U.S. Mid-Cap ETF$836,199$76,781 â–¼-8.4%27,0090.2%ETFSCHFSchwab International Equity ETF$785,813$446 â–¼-0.1%31,7500.2%ETFHEARTFLOW INC$761,772$4,160 â–²0.5%31,3100.2%COMSCHESchwab Emerging Markets Equity ETF$670,895$53,214 â–¼-7.3%20,3610.2%ETFEDVVanguard Extended Duration Treasury ETF$515,832$1,104 â–²0.2%7,9420.1%ETFZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$441,029$25,860 â–²6.2%6,8900.1%ETFPFFiShares Preferred and Income Securities ETF$439,306$134,590 â–¼-23.5%14,4890.1%ETFPGProcter & Gamble$383,7770.0%2,6570.1%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$283,054$30,083 â–²11.9%2,2770.1%ETFIJHiShares Core S&P Mid-Cap ETF$280,655$22,825 â–¼-7.5%4,1560.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$222,572$6,435 â–¼-2.8%3,4590.1%ETFVMBSVanguard Mortgage-Backed Securities ETF$200,195$200,195 â–²New Holding4,2640.1%ETFMDTMedtronic$0$8,023,161 â–¼-100.0%00.0%MedicalECHiShares MSCI Chile ETF$0$4,579,548 â–¼-100.0%00.0%ETFEWZiShares MSCI Brazil ETF$0$3,876,467 â–¼-100.0%00.0%ETFPMPhilip Morris International$0$274,765 â–¼-100.0%00.0%Consumer StaplesGLDSPDR Gold Shares$0$212,422 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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