13F Insight
DOSSIER · 13F-HR · Q2 2026

BCWM, LLC

$342M in tracked AUM across 57 positions as of Q2 2026.

BL
CIK 0001542165 · last filed Jun 30, 2026
Total AUM
$342M
as of Q2 2026
Holdings
57
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BCWM, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVDE
AMERICAN CENTY ETF TR
$21M237K6.2%02
IAU
ISHARES GOLD TR
$18M241K5.3%03
DUK
DUKE ENERGY CORP NEW
$15M116K4.3%04
HD
HOME DEPOT INC
$13M37K3.8%05
SRE
SEMPRA
$11M122K3.3%06
H2906T109
GARMIN LTD
$11M45K3.1%07
DLR
DIGITAL RLTY TR INC
$11M59K3.1%08
SONY
SONY GROUP CORP
$10M500K2.9%09
MSFT
MICROSOFT CORP
$10M27K2.9%10
SWK
STANLEY BLACK & DECKER INC
$10M103K2.8%

Filing history

2026Q2Jun 30
$342M▼ 3.1%
57 positionsView →2026Q1Mar 31
$353M▲ 5.6%
57 positionsView →2025Q4Dec 31
$334M▼ 0.0%
56 positionsView →2025Q3Sep 30
$334M▲ 6.0%
55 positionsView →2025Q2Jun 30
$315M▲ 9.5%
54 positionsLocked2025Q1Mar 31
$288M▲ 2.5%
51 positionsLocked2024Q4Dec 31
$281M▲ 1.0%
59 positionsLocked2024Q2Jun 30
$278M▼ 4.4%
58 positionsLocked2024Q1Mar 31
$291M▼ 1.5%
59 positionsLocked2023Q4Dec 31
$295M▲ 7.8%
62 positionsLocked2023Q3Sep 30
$274M▼ 9.9%
61 positionsLocked2023Q2Jun 30
$304M▼ 3.8%
61 positionsLocked
Showing 12 of 55