BCWM, LLC: 13F holdings
CIK 15421652026Q2
| Positions | 57 |
|---|
| Reported value | $342.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 57 (+0 vs prior quarter) |
|---|
| Reported value | $342.0m (-3.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVDE AMERICAN CENTY ETF TR | 236,843 | $21.1m | 6.2% |
| IAU ISHARES GOLD TR | 240,889 | $18.2m | 5.3% |
| DUK DUKE ENERGY CORP NEW | 116,087 | $14.7m | 4.3% |
| HD HOME DEPOT INC | 37,309 | $13.2m | 3.8% |
| SRE SEMPRA | 122,291 | $11.3m | 3.3% |
| GARMIN LTD | 45,230 | $10.7m | 3.1% |
| DLR DIGITAL RLTY TR INC | 58,993 | $10.6m | 3.1% |
| SONY SONY GROUP CORP | 500,469 | $10.0m | 2.9% |
| MSFT MICROSOFT CORP | 26,841 | $10.0m | 2.9% |
| SWK STANLEY BLACK & DECKER INC | 102,549 | $9.7m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1542165")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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