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CIK: 0001542165
Total reported value
$342.0M
$342.0M
54 檔
21.4%
According to the latest 13F quarterly dataset, Bcwm, LLC managed an equity portfolio of $342.0M at the end of Q2 2025, spanning 54 distinct U.S. exchange-listed positions.
In Q2 2025, Bcwm, LLC displayed an active expansion posture, initiating 6 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | ETF-Other | 5.94% | +0.20% | +4.72% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 5.90% | -0.59% | -0.45% | |
| 3 | DUK | Duke Energy CORP | Stock-Utilities | 3.94% | +0.04% | +15.25% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.84% | -0.02% | -2.33% | |
| 5 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 3.57% | -0.36% | +23.93% | |
| 6 | SRE | Sempra | Stock-Utilities | 3.52% | +0.03% | -3.90% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.52% | +0.13% | +11.78% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 3.52% | -0.23% | +11.88% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 3.38% | +0.49% | +10.48% | |
| 10 | GNRC | Generac Holdings Inc | Stock-Industrials | 3.30% | -0.35% | +24.09% | |
| 11 | MDT | Medtronic plc | Stock-Healthcare | 3.26% | — | +5.91% | |
| 12 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 3.06% | +0.30% | +55.83% | |
| 13 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.00% | +0.21% | +7.80% | |
| 14 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.96% | +0.03% | +8.20% | |
| 15 | DHI | Dr Horton Inc | Stock-Consumer Disc | 2.88% | -0.05% | +0.92% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.40% | +0.11% | +20.95% | |
| 17 | GRMN | Garmin Ltd. | Stock-Tech | 2.38% | +0.17% | +22.18% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.27% | +0.25% | +7.79% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 2.12% | — | -9.21% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 2.09% | -0.13% | +40.35% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.87% | -0.53% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | -0.85% | +31.13% | |
| 23 | INDA | Ishares Msci India ETF | ETF-Other | 1.76% | +0.14% | -0.38% | |
| 24 | TGT | Target CORP | Stock-Consumer Disc | 1.63% | -1.83% | EXIT | |
| 25 | USB | US Bancorp | Stock-Financials | 1.60% | -1.52% | +9.47% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.56% | -0.21% | -6.01% | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.56% | +0.10% | +21.94% | |
| 28 | MO | Altria Group Inc | Stock-Consumer Staples | 1.56% | +0.05% | -12.24% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.55% | +0.09% | — | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.54% | +0.37% | +33.93% | |
| 31 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.52% | — | +29.95% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.52% | -0.17% | +19.86% | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 1.51% | +0.06% | +9.94% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.49% | -1.74% | EXIT | |
| 35 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.18% | -0.09% | -0.76% | |
| 36 | ECH | Ishares Msci Chile ETF | ETF-Other | 1.16% | — | -0.82% | |
| 37 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.16% | — | -0.43% | |
| 38 | VNM | Vaneck Vietnam ETF | ETF-Other | 1.14% | +0.09% | -0.49% | |
| 39 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 1.03% | -0.04% | -0.05% | |
| 40 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.91% | -0.20% | +0.42% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.59% | +0.08% | +0.20% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.58% | — | -4.53% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.57% | — | -4.97% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.54% | — | -6.64% | |
| 45 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.27% | +0.05% | — | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.26% | +0.04% | +11.97% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.22% | +0.04% | +0.23% | |
| 48 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.22% | +0.01% | -43.21% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-Other | 0.19% | +0.01% | -21.20% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.18% | +0.02% | -3.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1.9% | NEW | New buy |
| 2 | PEP | Pepsico Inc | +1.6% | NEW | New buy |
| 3 | MRK | Merck & Co. Inc. | +1.5% | NEW | New buy |
| 4 | DLR | Digital Realty Trust Inc | +1% | +23.93% | Add |
| 5 | NVDA | Nvidia CORP | +1% | +40.35% | Add |
| 6 | MSFT | Microsoft CORP | +0.9% | +11.78% | Add |
| 7 | GNRC | Generac Holdings Inc | +0.7% | +24.09% | Add |
| 8 | SWK | Stanley Black & Decker Inc | +0.6% | +55.83% | Add |
| 9 | AMZN | Amazon.com Inc | +0.5% | +31.13% | Add |
| 10 | WMT | Walmart Inc | +0.4% | +11.88% | Add |
| 11 | AVDE | Avantis International Equity | +0.4% | +4.72% | Add |
| 12 | XBI | Ss Spdr S&p Biotech ETF | +0.3% | +29.95% | Add |
| 13 | AOA | Ishares Core 80/20 Aggressiv | +0.3% | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | -2.33% | Trim |
| 15 | UPS | United Parcel Service-cl B | +0.2% | +33.93% | Add |
| 16 | GRMN | Garmin Ltd. | +0.2% | +22.18% | Add |
| 17 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | +0.2% | NEW | New buy |
| 18 | USB | US Bancorp | +0.1% | +9.47% | Add |
| 19 | DUK | Duke Energy CORP | +0.1% | +15.25% | Add |
| 20 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +7.79% | Add |
| 21 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | NEW | New buy |
| 22 | LMT | Lockheed Martin CORP | +0.1% | +7.80% | Add |
| 23 | AAPL | Apple Inc | +0.1% | +20.95% | Add |
| 24 | HD | Home Depot Inc | 0% | +10.48% | Add |
| 25 | EWZ | Ishares Msci Brazil ETF | 0% | -0.43% | Trim |
| 26 | SCHM | Schwab US Mid Cap ETF | 0% | +11.97% | Add |
| 27 | VNM | Vaneck Vietnam ETF | 0% | -0.49% | Trim |
| 28 | SCHF | Schwab Intl Equity ETF | — | +0.23% | Add |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | -3.66% | Trim |
| 30 | EIDO | Ishares Msci Indonesia ETF | 0% | +0.42% | Add |
| 31 | INDA | Ishares Msci India ETF | 0% | -0.38% | Trim |
| 32 | PG | Procter & Gamble Co/the | 0% | +3.76% | Add |
| 33 | SCHV | Schwab US Large-cap Value | 0% | +0.20% | Add |
| 34 | EWM | Ishares Msci Malaysia ETF | 0% | -0.05% | Trim |
| 35 | ECH | Ishares Msci Chile ETF | -0.1% | -0.82% | Trim |
| 36 | PFE | Pfizer Inc | -0.1% | +9.94% | Add |
| 37 | PFF | Ishares Preferred & Income S | -0.1% | -21.20% | Trim |
| 38 | VCIT | Vanguard Int-term Corporate | -0.1% | -4.53% | Trim |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | -6.64% | Trim |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -4.97% | Trim |
| 41 | FXI | Ishares China Large-cap ETF | -0.1% | -0.76% | Trim |
| 42 | CVX | Chevron CORP | -0.1% | +19.86% | Add |
| 43 | NOC | Northrop Grumman CORP | -0.1% | +8.20% | Add |
| 44 | DHI | Dr Horton Inc | -0.2% | +0.92% | Add |
| 45 | MDT | Medtronic plc | -0.2% | +5.91% | Add |
| 46 | EDV | Vanguard Extended Dur Treas | -0.2% | -43.21% | Trim |
| 47 | IAU | Ishares Gold Trust | -0.2% | -0.45% | Trim |
| 48 | SRE | Sempra | -0.3% | -3.90% | Trim |
| 49 | BMY | Bristol-myers Squibb Co | -0.3% | +21.94% | Add |
| 50 | VZ | Verizon Communications Inc | -0.4% | -6.01% | Trim |
According to official SEC Form 13F filings, Bcwm, LLC reported a total U.S. public equity portfolio value of $342.0M across 54 disclosed positions in Q2 2025.
During Q2 2025, Bcwm, LLC's top holdings by market value included AVDE (5.9%)、IAU (5.9%)、DUK (3.9%). The largest single position, AVDE, represented 5.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVDE, IAU, DUK) accounted for 21.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
META
市值: $5.9M
Top Position Liquidated / Trimmed
T
前期市值: $5.9M
In Q2 2025, Bcwm, LLC made 57 total portfolio adjustments, initiating 6 new buys, adding to 28 positions, trimming 20 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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