BCWM, LLC
CIK: 0001542165SEC EDGAR →
Portfolio Value
$334.0M
Holdings
56
As of
Q4 2025
New Positions
4
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 298,176 | $24.2M | 7.25% |
| 2 | AMERICAN CENTY ETF TR | 269,673 | $22.2M | 6.65% |
| 3 | DUKE ENERGY CORP NEW | 112,106 | $13.1M | 3.93% |
| 4 | SEMPRA | 147,476 | $13.0M | 3.90% |
| 5 | D R HORTON INC | 84,093 | $12.1M | 3.63% |
| 6 | LOCKHEED MARTIN CORP | 23,258 | $11.2M | 3.37% |
| 7 | META PLATFORMS INC | 16,196 | $10.7M | 3.20% |
| 8 | GARMIN LTD | 51,994 | $10.5M | 3.16% |
| 9 | AMAZON COM INC | 45,293 | $10.5M | 3.13% |
| 10 | HOME DEPOT INC | 30,373 | $10.5M | 3.13% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $93.9M | 28.1% |
| Industrials | 5 | $44.5M | 13.3% |
| Unknown | 5 | $40.1M | 12.0% |
| Technology | 4 | $36.5M | 10.9% |
| Consumer Cyclical | 3 | $33.0M | 9.9% |
| Healthcare | 5 | $26.2M | 7.9% |
| Utilities | 2 | $26.2M | 7.8% |
| Consumer Defensive | 4 | $19.3M | 5.8% |
| Communication Services | 1 | $10.7M | 3.2% |
| Energy | 1 | $3.6M | 1.1% |