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Filers›Asset Manager›BCWM, LLC
DOSSIER · 13F-HR · Q1 2026

BCWM, LLC

BCWM's asset manager based in Stamford, CT — $353M in tracked AUM across 57 positions as of Q1 2026.

B
BCWM·Stamford, CT·Asset Manager
CIK 0001542165 · last filed Mar 31, 2026
Total AUM
$353M
▲ 18.3%
vs prior
Holdings
57
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BCWM, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVDE
AMERICAN CENTY ETF TR
$21M249K6.0%
02
IAU
ISHARES GOLD TR
$21M237K5.9%
03
DUK
DUKE ENERGY CORP NEW
$15M115K4.3%
04
DLR
DIGITAL RLTY TR INC
$12M68K3.5%
05
HD
HOME DEPOT INC
$12M36K3.4%
06
SRE
SEMPRA
$12M119K3.3%
07
AMZN
AMAZON COM INC
$11M53K3.2%
08
META
META PLATFORMS INC
$11M19K3.0%
09
H2906T109
GARMIN LTD
$10M45K3.0%
10
SONY
SONY GROUP CORP
$10M489K2.9%

Filing history

Filing history loading…
AI Agent · grounded in BCWM,
haiku-4-5 · 57 positions indexed
Sector mix
  • Health Care4%
  • Cons. Disc.48%
  • Communications7%
  • Industrials25%
  • Energy13%
  • Other3%
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