Bcwm, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Bcwm, LLC reported 59 stock positions worth $280.7 million. Its top holding was Schwab Intl Equity ETF (SCHF) at 5.2% of the portfolio, followed by Target (TGT, 4.1%) and iShares Gold Trust (IAU, 4.1%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001542165
- Portfolio Value
- $280.7M (Q4 2024)
- SEC Filing
- 0001542165-25-000001 ↗ filed Feb 12, 2025
Holdings Value
Holdings 59 stocks · $280.7M
| SCHF Schwab Intl Equity ETF | 5.16% | 782,608 | $14.5M | — |
| TGT Target Corp. | 4.11% | 85,274 | $11.5M | — |
| IAU iShares Gold Trust | 4.10% | 232,432 | $11.5M | — |
| CRM Salesforce Inc. | 3.90% | 32,709 | $10.9M | — |
| SRE Sempra | 3.79% | 121,300 | $10.6M | — |
| JPM JPMorgan Chase & Co. | 3.71% | 43,504 | $10.4M | — |
| HD Home Depot Inc. | 3.66% | 26,443 | $10.3M | — |
| DUK Duke Energy Corp. | 3.50% | 91,100 | $9.8M | — |
| WMT Walmart Inc. | 3.33% | 103,534 | $9.4M | — |
| MDT Medtronic PLC | 3.04% | 106,656 | $8.5M | — |
| LMT Lockheed Martin Corp. | 3.00% | 17,342 | $8.4M | — |
| MSFT Microsoft Corp. | 2.99% | 19,888 | $8.4M | — |
| DLR Digital Realty Trust Inc. | 2.89% | 45,727 | $8.1M | — |
| NOC Northrop Grumman Corp. | 2.87% | 17,175 | $8.1M | — |
| AAPL Apple Inc. | 2.76% | 30,917 | $7.7M | — |
| DHI D.R. Horton Inc. | 2.63% | 52,818 | $7.4M | — |
| GRMN Garmin Ltd. | 2.56% | 34,855 | $7.2M | — |
| SWK Stanley Black & Decker Inc. | 2.35% | 82,065 | $6.6M | — |
| RSP Invesco S&P 500 Equal Weight | 2.25% | 35,991 | $6.3M | — |
| BMY Bristol-Myers Squibb Co. | 2.22% | 110,279 | $6.2M | — |
| SCHV Schwab US Large-Cap Value | 2.07% | 223,137 | $5.8M | — |
| USB US Bancorp | 1.97% | 115,644 | $5.5M | — |
| T AT&T Inc. | 1.97% | 242,908 | $5.5M | — |
| PM Philip Morris International | 1.92% | 44,803 | $5.4M | — |
| MO Altria Group Inc. | 1.89% | 101,281 | $5.3M | — |
| INDA iShares MSCI India ETF | 1.68% | 89,834 | $4.7M | — |
| AMZN Amazon.com Inc. | 1.60% | 20,426 | $4.5M | — |
| PFE Pfizer Inc. | 1.52% | 160,725 | $4.3M | — |
| VZ Verizon Communications Inc. | 1.51% | 106,292 | $4.3M | — |
| XBI SS SPDR S&P Biotech ETF | 1.41% | 44,071 | $4.0M | — |
| F Ford Motor Co. filed as FORD MTR CO | 1.31% | 370,362 | $3.7M | — |
| FXI iShares China Large-Cap ETF | 1.23% | 113,704 | $3.5M | — |
| AMT American Tower Corp. | 1.19% | 18,267 | $3.4M | — |
| EWM iShares MSCI Malaysia ETF | 1.15% | 131,447 | $3.2M | — |
| CCI Crown Castle Inc. | 1.15% | 35,484 | $3.2M | — |
| EZA iShares MSCI South Africa Et | 1.00% | 67,187 | $2.8M | — |
| ECH iShares MSCI Chile ETF | 1.00% | 112,212 | $2.8M | — |
| VNM Vaneck Vietnam ETF | 0.99% | 240,990 | $2.8M | — |
| EIDO iShares MSCI Indonesia ETF | 0.96% | 145,756 | $2.7M | — |
| KHC The Kraft Heinz Co. | 0.75% | 68,494 | $2.1M | — |
| DOW Dow Inc. | 0.72% | 50,239 | $2.0M | — |
| ZBH Zimmer Biomet Holdings Inc. | 0.71% | 18,766 | $2.0M | — |
| VCIT Vanguard Int-Term Corporate | 0.64% | 22,529 | $1.8M | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.64% | 16,767 | $1.8M | — |
| SCHZ Schwab US Aggregate Bond ETF | 0.61% | 75,697 | $1.7M | — |
| RGLD Royal Gold Inc. | 0.39% | 8,339 | $1.1M | — |
| FNV Franco-Nevada Corp. | 0.37% | 8,844 | $1.0M | — |
| EDV Vanguard Extended Dur Treas | 0.36% | 15,076 | $1.0M | — |
| PFF iShares Preferred & Income S | 0.35% | 31,240 | $982K | — |
| B Barrick Gold Corp. | 0.35% | 62,537 | $969K | — |
| NEM Newmont Corp. | 0.34% | 25,435 | $947K | — |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.32% | 13,178 | $904K | — |
| VEA Vanguard Ftse Developed ETF | 0.27% | 15,856 | $758K | — |
| SCHM Schwab US Mid Cap ETF | 0.25% | 25,774 | $714K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.18% | 18,573 | $495K | — |
| PG The Procter & Gamble Co. | 0.16% | 2,657 | $445K | — |
| PKG Packaging Corp. of America | 0.10% | 1,301 | $293K | — |
| XHB SS SPDR S&P Homebldrs ETF | 0.08% | 2,256 | $236K | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.07% | 4,417 | $200K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 57 | $342.0M | AVDE, IAU, DUK, HD, SRE |
| Q1 2026 | 57 | $352.8M | AVDE, IAU, DUK, DLR, HD |
| Q4 2025 | 56 | $334.0M | IAU, AVDE, DUK, SRE, DHI |
| Q3 2025 | 55 | $334.0M | IAU, AVDE, DUK, SRE, WMT |
| Q2 2025 | 54 | $315.0M | AVDE, IAU, DUK, JPM, DLR |
| Q1 2025 | 51 | $287.7M | IAU, AVDE, DUK, SRE, TGT |
| Q4 2024 | 59 | $280.7M | SCHF, TGT, IAU, CRM, SRE |
| Q2 2024 | 58 | $277.9M | SCHF, SRE, IAU, TGT, DUK |
| Q1 2024 | 59 | $290.6M | SCHF, DUK, SRE, MDT, SWK |