13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001542165
Total reported value
$342.0M
$342.0M
55 檔
24.0%
During the Q3 2025 filing period, Bcwm, LLC (CIK: 0001542165) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $342.0M across 55 reported positions.
In Q3 2025, Bcwm, LLC displayed an active expansion posture, initiating 9 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 6.52% | -0.59% | +0.50% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 6.28% | +0.20% | +5.26% | |
| 3 | DUK | Duke Energy CORP | Stock-Utilities | 4.06% | +0.04% | +4.11% | |
| 4 | SRE | Sempra | Stock-Utilities | 3.94% | +0.03% | -0.14% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.79% | -0.23% | +8.41% | |
| 6 | DHI | Dr Horton Inc | Stock-Consumer Disc | 3.53% | -0.05% | -1.09% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 3.53% | +0.49% | +0.27% | |
| 8 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.43% | +0.21% | +12.33% | |
| 9 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 3.32% | -0.36% | -0.45% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.28% | -0.02% | -16.85% | |
| 11 | KVUE | Kenvue Inc | Stock-Consumer Staples | 3.23% | — | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 3.23% | +0.13% | -6.66% | |
| 13 | NOC | Northrop Grumman CORP | Stock-Industrials | 3.05% | +0.03% | -10.35% | |
| 14 | GNRC | Generac Holdings Inc | Stock-Industrials | 2.87% | -0.35% | -21.01% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.78% | +0.11% | -1.01% | |
| 16 | GRMN | Garmin Ltd. | Stock-Tech | 2.70% | +0.17% | +2.05% | |
| 17 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 2.41% | +0.30% | -23.94% | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 2.35% | — | -30.02% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.25% | +0.25% | +0.63% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.19% | -0.85% | +28.35% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 2.12% | -0.13% | -8.90% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.67% | -0.53% | -4.80% | |
| 23 | MO | Altria Group Inc | Stock-Consumer Staples | 1.66% | +0.05% | +0.45% | |
| 24 | USB | US Bancorp | Stock-Financials | 1.63% | -1.52% | +0.62% | |
| 25 | INDA | Ishares Msci India ETF | ETF-Other | 1.61% | +0.14% | +3.84% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.57% | +0.09% | +0.62% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.56% | -0.17% | +0.47% | |
| 28 | PFE | Pfizer Inc | Stock-Healthcare | 1.52% | +0.06% | +1.55% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.52% | -1.74% | EXIT | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.51% | -0.21% | +0.85% | |
| 31 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.46% | +0.10% | +1.60% | |
| 32 | TGT | Target CORP | Stock-Consumer Disc | 1.40% | -1.83% | EXIT | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.26% | +0.37% | +4.30% | |
| 34 | VNM | Vaneck Vietnam ETF | ETF-Other | 1.13% | +0.09% | -18.58% | |
| 35 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.12% | -0.09% | -9.63% | |
| 36 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 1.12% | -0.04% | +8.30% | |
| 37 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.12% | — | -4.66% | |
| 38 | ECH | Ishares Msci Chile ETF | ETF-Other | 1.11% | — | -3.28% | |
| 39 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.99% | -0.20% | +15.11% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.60% | +0.08% | +1.36% | |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.59% | — | +14.17% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.58% | — | +5.55% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.58% | — | +3.25% | |
| 44 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.27% | +0.05% | -0.09% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.25% | +0.04% | -4.23% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.22% | +0.04% | -0.02% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.21% | +0.02% | +15.86% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-Other | 0.18% | +0.01% | -3.01% | |
| 49 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.17% | +0.01% | -19.92% | |
| 50 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.16% | +0.01% | +3.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | -8.90% | Add |
| 2 | AMZN | Amazon.com Inc | +0.9% | +28.35% | Add |
| 3 | DLR | Digital Realty Trust Inc | +0.7% | -0.45% | Add |
| 4 | AVDE | Avantis International Equity | +0.7% | +5.26% | Add |
| 5 | WMT | Walmart Inc | +0.7% | +8.41% | Add |
| 6 | MSFT | Microsoft CORP | +0.6% | -6.66% | Add |
| 7 | LMT | Lockheed Martin CORP | +0.5% | +12.33% | Add |
| 8 | GRMN | Garmin Ltd. | +0.5% | +2.05% | Add |
| 9 | DHI | Dr Horton Inc | +0.5% | -1.09% | Trim |
| 10 | AAPL | Apple Inc | +0.4% | -1.01% | Add |
| 11 | IAU | Ishares Gold Trust | +0.4% | +0.50% | Add |
| 12 | GNRC | Generac Holdings Inc | +0.3% | -21.01% | Trim |
| 13 | DUK | Duke Energy CORP | +0.2% | +4.11% | Add |
| 14 | HD | Home Depot Inc | +0.2% | +0.27% | Add |
| 15 | SRE | Sempra | +0.2% | -0.14% | Trim |
| 16 | USB | US Bancorp | +0.1% | +0.62% | Add |
| 17 | EIDO | Ishares Msci Indonesia ETF | +0.1% | +15.11% | Add |
| 18 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +0.63% | Add |
| 19 | EWM | Ishares Msci Malaysia ETF | +0.1% | +8.30% | Add |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +15.86% | Add |
| 21 | SCHM | Schwab US Mid Cap ETF | 0% | -4.23% | Add |
| 22 | VNM | Vaneck Vietnam ETF | — | -18.58% | Trim |
| 23 | SCHF | Schwab Intl Equity ETF | — | -0.02% | Add |
| 24 | NOC | Northrop Grumman CORP | 0% | -10.35% | Trim |
| 25 | EWZ | Ishares Msci Brazil ETF | 0% | -4.66% | Trim |
| 26 | SCHV | Schwab US Large-cap Value | 0% | +1.36% | Add |
| 27 | SWK | Stanley Black & Decker Inc | 0% | -23.94% | Add |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +14.17% | Add |
| 29 | PG | Procter & Gamble Co/the | 0% | -3.63% | Unchanged |
| 30 | PFE | Pfizer Inc | -0.1% | +1.55% | Add |
| 31 | CVX | Chevron CORP | -0.1% | +0.47% | Add |
| 32 | PFF | Ishares Preferred & Income S | -0.1% | -3.01% | Trim |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | +5.55% | Add |
| 34 | VCIT | Vanguard Int-term Corporate | -0.1% | +3.25% | Trim |
| 35 | ECH | Ishares Msci Chile ETF | -0.1% | -3.28% | Trim |
| 36 | UPS | United Parcel Service-cl B | -0.1% | +4.30% | Add |
| 37 | FXI | Ishares China Large-cap ETF | -0.2% | -9.63% | Trim |
| 38 | INDA | Ishares Msci India ETF | -0.2% | +3.84% | Add |
| 39 | EDV | Vanguard Extended Dur Treas | -0.3% | -19.92% | Trim |
| 40 | MO | Altria Group Inc | -0.3% | +0.45% | Trim |
| 41 | JPM | Jpmorgan Chase & Co | -0.4% | -16.85% | Trim |
| 42 | BMY | Bristol-myers Squibb Co | -0.4% | +1.60% | Add |
| 43 | VZ | Verizon Communications Inc | -0.4% | +0.85% | Trim |
| 44 | MDT | Medtronic plc | -1.1% | -30.02% | Trim |
| 45 | PM | Philip Morris International | -2.1% | -16.07% | Trim |
| 46 | TGT | Target CORP | -2.4% | +0.64% | Trim |
| 47 | KVUE | Kenvue Inc | — | NEW | New buy |
| 48 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 49 | T | At&t Inc | — | EXIT | Sold out |
| 50 | META | Meta Platforms Inc-class A | — | NEW | New buy |
According to official SEC Form 13F filings, Bcwm, LLC reported a total U.S. public equity portfolio value of $342.0M across 55 disclosed positions in Q3 2025.
During Q3 2025, Bcwm, LLC's top holdings by market value included IAU (6.5%)、AVDE (6.3%)、DUK (4.1%). The largest single position, IAU, represented 6.5% 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 IAU, AVDE, DUK) accounted for 24.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
KVUE
市值: $10.8M
Top Position Liquidated / Trimmed
CRM
前期市值: $7.3M
In Q3 2025, Bcwm, LLC made 59 total portfolio adjustments, initiating 9 new buys, adding to 28 positions, trimming 17 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.