13F Insight
DOSSIER · 13F-HR · Q1 2026

BCWM, LLC

$353M in tracked AUM across 57 positions as of Q1 2026.

BL
CIK 0001542165 · last filed Mar 31, 2026
Total AUM
$353M
as of Q1 2026
Holdings
57
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q1Mar 31
$315M▲ 3.8%
60 positionsLocked
Showing 12 of 54