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CIK: 0001542165
Total reported value
$342.0M
$342.0M
56 檔
24.8%
According to the latest 13F quarterly dataset, Bcwm, LLC managed an equity portfolio of $342.0M at the end of Q4 2025, spanning 56 distinct U.S. exchange-listed positions.
In Q4 2025, Bcwm, LLC displayed an active expansion posture, initiating 2 new positions and adding to 41 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 7.25% | -0.59% | -0.41% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 6.65% | +0.20% | +1.42% | |
| 3 | DUK | Duke Energy CORP | Stock-Utilities | 3.93% | +0.04% | +2.37% | |
| 4 | SRE | Sempra | Stock-Utilities | 3.90% | +0.03% | +0.90% | |
| 5 | DHI | Dr Horton Inc | Stock-Consumer Disc | 3.63% | -0.05% | +20.78% | |
| 6 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.37% | +0.21% | +1.38% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.20% | -0.53% | +112.99% | |
| 8 | GRMN | Garmin Ltd. | Stock-Tech | 3.16% | +0.17% | +42.03% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.13% | -0.85% | +35.84% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 3.13% | +0.49% | +4.42% | |
| 11 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 3.02% | -0.36% | +1.74% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.97% | +0.11% | +0.10% | |
| 13 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.93% | +0.03% | +2.66% | |
| 14 | GNRC | Generac Holdings Inc | Stock-Industrials | 2.90% | -0.35% | +23.90% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.76% | -0.02% | -17.55% | |
| 16 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 2.65% | +0.30% | +10.11% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | +0.13% | -12.27% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.61% | +0.25% | +14.89% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 2.56% | -0.23% | -37.50% | |
| 20 | MDT | Medtronic plc | Stock-Healthcare | 2.40% | — | +1.41% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 2.15% | -0.13% | +1.67% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.93% | -1.74% | EXIT | |
| 23 | USB | US Bancorp | Stock-Financials | 1.83% | -1.52% | +1.82% | |
| 24 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.77% | +0.10% | +1.57% | |
| 25 | INDA | Ishares Msci India ETF | ETF-Other | 1.70% | +0.14% | +1.96% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.62% | +0.09% | +1.20% | |
| 27 | TGT | Target CORP | Stock-Consumer Disc | 1.59% | -1.83% | EXIT | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.49% | +0.37% | +0.02% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 1.49% | +0.06% | +0.02% | |
| 30 | MO | Altria Group Inc | Stock-Consumer Staples | 1.48% | +0.05% | +2.31% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.41% | -0.21% | +0.40% | |
| 32 | ECH | Ishares Msci Chile ETF | ETF-Other | 1.37% | — | +0.99% | |
| 33 | VNM | Vaneck Vietnam ETF | ETF-Other | 1.23% | +0.09% | +1.35% | |
| 34 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 1.20% | -0.04% | +1.43% | |
| 35 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.16% | — | +1.28% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 1.08% | -0.17% | -29.44% | |
| 37 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.06% | -0.09% | +1.83% | |
| 38 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 1.04% | -0.20% | -1.02% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.63% | +0.08% | +4.39% | |
| 40 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.61% | — | +3.85% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.60% | — | +3.56% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.60% | — | +3.85% | |
| 43 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.27% | +0.05% | -1.70% | |
| 44 | HTFL | Heartflow Inc | Stock-Other | 0.27% | +0.05% | — | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.27% | +0.04% | +5.34% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.23% | +0.04% | — | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.22% | +0.02% | +3.67% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-Other | 0.18% | +0.01% | +0.32% | |
| 49 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.15% | +0.01% | -2.63% | |
| 50 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.12% | +0.01% | -19.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1.5% | +112.99% | Add |
| 2 | AMZN | Amazon.com Inc | +0.9% | +35.84% | Add |
| 3 | IAU | Ishares Gold Trust | +0.7% | -0.41% | Trim |
| 4 | GRMN | Garmin Ltd. | +0.5% | +42.03% | Add |
| 5 | MRK | Merck & Co. Inc. | +0.4% | +1.00% | Add |
| 6 | AVDE | Avantis International Equity | +0.4% | +1.42% | Add |
| 7 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +14.89% | Add |
| 8 | BMY | Bristol-myers Squibb Co | +0.3% | +1.57% | Add |
| 9 | ECH | Ishares Msci Chile ETF | +0.3% | +0.99% | Add |
| 10 | SWK | Stanley Black & Decker Inc | +0.2% | +10.11% | Add |
| 11 | UPS | United Parcel Service-cl B | +0.2% | +0.02% | Add |
| 12 | USB | US Bancorp | +0.2% | +1.82% | Add |
| 13 | AAPL | Apple Inc | +0.2% | +0.10% | Add |
| 14 | TGT | Target CORP | +0.2% | +3.87% | Add |
| 15 | VNM | Vaneck Vietnam ETF | +0.1% | +1.35% | Add |
| 16 | DHI | Dr Horton Inc | +0.1% | +20.78% | Add |
| 17 | INDA | Ishares Msci India ETF | +0.1% | +1.96% | Add |
| 18 | EWM | Ishares Msci Malaysia ETF | +0.1% | +1.43% | Add |
| 19 | EIDO | Ishares Msci Indonesia ETF | +0.1% | -1.02% | Trim |
| 20 | MDT | Medtronic plc | +0.1% | +1.41% | Add |
| 21 | PEP | Pepsico Inc | +0.1% | +1.20% | Add |
| 22 | EWZ | Ishares Msci Brazil ETF | 0% | +1.28% | Add |
| 23 | SCHV | Schwab US Large-cap Value | 0% | +4.39% | Add |
| 24 | NVDA | Nvidia CORP | 0% | +1.67% | Add |
| 25 | GNRC | Generac Holdings Inc | 0% | +23.90% | Add |
| 26 | IJH | Ishares Core S&p Midcap ETF | 0% | +29.55% | Add |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +3.85% | Add |
| 28 | VCIT | Vanguard Int-term Corporate | 0% | +3.85% | Add |
| 29 | SCHM | Schwab US Mid Cap ETF | 0% | +5.34% | Add |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +3.56% | Add |
| 31 | SCHF | Schwab Intl Equity ETF | 0% | — | Unchanged |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +3.67% | Add |
| 33 | IJR | Ishares Core S&p Small-cap E | — | +5.44% | Add |
| 34 | PFF | Ishares Preferred & Income S | — | +0.32% | Add |
| 35 | PM | Philip Morris International | — | — | Unchanged |
| 36 | AOR | Ishares Core 60/40 Balanced | — | -0.14% | Trim |
| 37 | AOA | Ishares Core 80/20 Aggressiv | — | -1.70% | Trim |
| 38 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 39 | EDV | Vanguard Extended Dur Treas | 0% | -2.63% | Trim |
| 40 | PFE | Pfizer Inc | 0% | +0.02% | Add |
| 41 | SRE | Sempra | 0% | +0.90% | Add |
| 42 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | 0% | -19.08% | Trim |
| 43 | LMT | Lockheed Martin CORP | -0.1% | +1.38% | Add |
| 44 | FXI | Ishares China Large-cap ETF | -0.1% | +1.83% | Add |
| 45 | VZ | Verizon Communications Inc | -0.1% | +0.40% | Add |
| 46 | NOC | Northrop Grumman CORP | -0.1% | +2.66% | Add |
| 47 | DUK | Duke Energy CORP | -0.1% | +2.37% | Add |
| 48 | MO | Altria Group Inc | -0.2% | +2.31% | Add |
| 49 | DLR | Digital Realty Trust Inc | -0.3% | +1.74% | Add |
| 50 | HD | Home Depot Inc | -0.4% | +4.42% | Add |
According to official SEC Form 13F filings, Bcwm, LLC reported a total U.S. public equity portfolio value of $342.0M across 56 disclosed positions in Q4 2025.
During Q4 2025, Bcwm, LLC's top holdings by market value included IAU (7.3%)、AVDE (6.7%)、DUK (3.9%). The largest single position, IAU, represented 7.3% 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 24.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
HTFL
市值: $907.7K
Top Position Liquidated / Trimmed
KVUE
前期市值: $10.8M
In Q4 2025, Bcwm, LLC made 54 total portfolio adjustments, initiating 2 new buys, adding to 41 positions, trimming 10 holdings, and fully liquidating 1 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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