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CIK: 0001542165
Total reported value
$342.0M
$342.0M
57 檔
23.7%
As reported in its official Q1 2026 Form 13F filing, Bcwm, LLC's tracked investment portfolio stood at $342.0M with 57 total positions.
Bcwm, LLC executed strategic sector rebalancing during Q1 2026, establishing 6 new positions while fully exiting 5 holdings and trimming 24 positions.
In terms of portfolio concentration, the top 5 core holdings (including AVDE, IAU, DUK) accounted for 23.7% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | ETF-Other | 5.98% | +0.20% | -7.73% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 5.91% | -0.59% | -20.63% | |
| 3 | DUK | Duke Energy CORP | Stock-Utilities | 4.26% | +0.04% | +2.47% | |
| 4 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 3.45% | -0.36% | +3.64% | |
| 5 | HD | Home Depot Inc | Stock-Consumer Disc | 3.36% | +0.49% | +18.53% | |
| 6 | SRE | Sempra | Stock-Utilities | 3.29% | +0.03% | -18.99% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.16% | -0.85% | +18.01% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.01% | -0.53% | +14.70% | |
| 9 | GRMN | Garmin Ltd. | Stock-Tech | 2.97% | +0.17% | -13.28% | |
| 10 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 2.87% | +0.07% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.80% | +0.13% | +46.36% | |
| 12 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.76% | -0.01% | — | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.75% | -0.23% | +1.62% | |
| 14 | DHI | Dr Horton Inc | Stock-Consumer Disc | 2.61% | -0.05% | -20.07% | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.56% | +0.03% | -22.82% | |
| 16 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 2.53% | +0.30% | +5.33% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 2.45% | +0.30% | — | |
| 18 | GNRC | Generac Holdings Inc | Stock-Industrials | 2.41% | -0.35% | -38.63% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.41% | +0.21% | -39.50% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 2.37% | +0.11% | -9.75% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.33% | -0.02% | -2.53% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 2.17% | -0.13% | +14.19% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.10% | +0.25% | -14.86% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.99% | -0.21% | +21.64% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.96% | -0.17% | +41.50% | |
| 26 | TGT | Target CORP | Stock-Consumer Disc | 1.83% | -1.83% | EXIT | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 1.79% | +0.05% | +11.16% | |
| 28 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.76% | +0.10% | -6.29% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 1.75% | +0.06% | +10.04% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.74% | -1.74% | EXIT | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.71% | +0.09% | +2.95% | |
| 32 | INDA | Ishares Msci India ETF | ETF-Other | 1.59% | +0.14% | +14.09% | |
| 33 | USB | US Bancorp | Stock-Financials | 1.58% | -1.52% | -6.14% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.46% | +0.37% | +4.13% | |
| 35 | THD | Ishares Msci Thailand ETF | ETF-Other | 1.17% | +0.06% | — | |
| 36 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 1.08% | -0.04% | -7.98% | |
| 37 | EPHE | Ishares Msci Philippines ETF | ETF-Other | 1.02% | — | — | |
| 38 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.96% | -0.09% | +1.92% | |
| 39 | VNM | Vaneck Vietnam ETF | ETF-Other | 0.95% | +0.09% | -9.35% | |
| 40 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.90% | -0.20% | +7.93% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.59% | +0.08% | -4.10% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.58% | — | +1.45% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.57% | — | +1.83% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.57% | — | +1.56% | |
| 45 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.26% | +0.05% | +0.38% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.24% | +0.04% | -8.41% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.22% | +0.04% | -0.06% | |
| 48 | HTFL | Heartflow Inc | Stock-Other | 0.22% | +0.05% | +0.55% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.19% | +0.02% | -7.35% | |
| 50 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.15% | +0.01% | +0.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.9% | +41.50% | Add |
| 2 | VZ | Verizon Communications Inc | +0.6% | +21.64% | Add |
| 3 | DLR | Digital Realty Trust Inc | +0.4% | +3.64% | Add |
| 4 | DUK | Duke Energy CORP | +0.3% | +2.47% | Add |
| 5 | MO | Altria Group Inc | +0.3% | +11.16% | Add |
| 6 | PFE | Pfizer Inc | +0.3% | +10.04% | Add |
| 7 | TGT | Target CORP | +0.2% | -1.95% | Trim |
| 8 | HD | Home Depot Inc | +0.2% | +18.53% | Add |
| 9 | WMT | Walmart Inc | +0.2% | +1.62% | Add |
| 10 | MSFT | Microsoft CORP | +0.2% | +46.36% | Add |
| 11 | PEP | Pepsico Inc | +0.1% | +2.95% | Add |
| 12 | AMZN | Amazon.com Inc | 0% | +18.01% | Add |
| 13 | NVDA | Nvidia CORP | 0% | +14.19% | Add |
| 14 | IJR | Ishares Core S&p Small-cap E | 0% | +11.89% | Add |
| 15 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | — | +6.23% | Add |
| 16 | PG | Procter & Gamble Co/the | — | — | Unchanged |
| 17 | EDV | Vanguard Extended Dur Treas | — | +0.21% | Add |
| 18 | BMY | Bristol-myers Squibb Co | 0% | -6.29% | Trim |
| 19 | SCHF | Schwab Intl Equity ETF | 0% | -0.06% | Trim |
| 20 | IJH | Ishares Core S&p Midcap ETF | 0% | -7.52% | Trim |
| 21 | AOR | Ishares Core 60/40 Balanced | 0% | -2.81% | Trim |
| 22 | AOA | Ishares Core 80/20 Aggressiv | 0% | +0.38% | Add |
| 23 | UPS | United Parcel Service-cl B | 0% | +4.13% | Add |
| 24 | SCHM | Schwab US Mid Cap ETF | 0% | -8.41% | Trim |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -7.35% | Trim |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +1.45% | Add |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +1.83% | Add |
| 28 | VCIT | Vanguard Int-term Corporate | 0% | +1.56% | Add |
| 29 | SCHV | Schwab US Large-cap Value | 0% | -4.10% | Trim |
| 30 | HTFL | Heartflow Inc | -0.1% | +0.55% | Add |
| 31 | PFF | Ishares Preferred & Income S | -0.1% | -23.45% | Trim |
| 32 | FXI | Ishares China Large-cap ETF | -0.1% | +1.92% | Add |
| 33 | INDA | Ishares Msci India ETF | -0.1% | +14.09% | Add |
| 34 | EWM | Ishares Msci Malaysia ETF | -0.1% | -7.98% | Trim |
| 35 | SWK | Stanley Black & Decker Inc | -0.1% | +5.33% | Add |
| 36 | EIDO | Ishares Msci Indonesia ETF | -0.1% | +7.93% | Add |
| 37 | MRK | Merck & Co. Inc. | -0.2% | -16.40% | Trim |
| 38 | GRMN | Garmin Ltd. | -0.2% | -13.28% | Trim |
| 39 | META | Meta Platforms Inc-class A | -0.2% | +14.70% | Add |
| 40 | USB | US Bancorp | -0.3% | -6.14% | Trim |
| 41 | VNM | Vaneck Vietnam ETF | -0.3% | -9.35% | Trim |
| 42 | NOC | Northrop Grumman CORP | -0.4% | -22.82% | Trim |
| 43 | JPM | Jpmorgan Chase & Co | -0.4% | -2.53% | Trim |
| 44 | GNRC | Generac Holdings Inc | -0.5% | -38.63% | Trim |
| 45 | RSP | Invesco S&p 500 Equal Weight | -0.5% | -14.86% | Trim |
| 46 | AAPL | Apple Inc | -0.6% | -9.75% | Trim |
| 47 | SRE | Sempra | -0.6% | -18.99% | Trim |
| 48 | AVDE | Avantis International Equity | -0.7% | -7.73% | Trim |
| 49 | LMT | Lockheed Martin CORP | -1% | -39.50% | Trim |
| 50 | DHI | Dr Horton Inc | -1% | -20.07% | Trim |
According to official SEC Form 13F filings, Bcwm, LLC reported a total U.S. public equity portfolio value of $342.0M across 57 disclosed positions in Q1 2026.
During Q1 2026, Bcwm, LLC's top holdings by market value included AVDE (6.0%)、IAU (5.9%)、DUK (4.3%). The largest single position, AVDE, represented 6.0% of total portfolio value.
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Top New Position Initiated
SONY
市值: $10.1M
Top Position Liquidated / Trimmed
MDT
前期市值: $8.0M
In Q1 2026, Bcwm, LLC made 61 total portfolio adjustments, initiating 6 new buys, adding to 26 positions, trimming 24 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.
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