Data as of Q4 2025 (Dec 31, 2025)

BCWM, LLC

•CIK: 1542165•Filing: Q4 2025

**BCWM, LLC** manages $334M across a diversified portfolio of 56 positions. The fund exhibits notable concentration in key assets, with IAU* representing the largest holding at $24.2M. Significant allocations are also visible in AVDE ($22.2M) and DUK ($13.1M), suggesting targeted exposure across distinct market sectors. This structure indicates a disciplined, multi-asset approach underpinned by substantial conviction in select high-conviction names.

Total AUM
$334.0M
QoQ Performance
+0.0%
Positions
42
Top 10 Concentration
41.3%
Latest Filing
Q4 2025

Top Holdings Allocation

IAU*
AVDE
IAU*7.2%
AVDE6.6%
DUK3.9%
SRE3.9%
DHI3.6%
LMT3.4%
META3.2%
GRMN3.2%

📈 Biggest Buys

META
META PLATFORMS INC
+113.0%
3.2% of portfolio
GRMN
GARMIN LTD
+42.0%
3.2% of portfolio
AMZN
AMAZON COM INC
+35.8%
3.1% of portfolio
DHI
D R HORTON INC
+20.8%
3.6% of portfolio
GNRC
GENERAC HLDGS INC
+23.9%
2.9% of portfolio

📉 Biggest Sells

WMT
WALMART INC
-37.5%
2.6% of portfolio
JPM
JPMORGAN CHASE & CO.
-17.6%
2.8% of portfolio
CHV
CHEVRON CORP NEW
-29.4%
1.1% of portfolio
MSFT
MICROSOFT CORP
-12.3%
2.6% of portfolio
IAU*
ISHARES GOLD TR
-0.4%
7.2% of portfolio

Sector Breakdown

Other56.6%
Technology11.0%
Consumer8.8%
Healthcare7.6%
Industrial4.9%
Financial4.2%
Utilities3.9%
Consumer Staples3.1%

🚪 Exited Positionssold since Q3 2025

KVUE
KENVUE INC
SOLD
$10.8M

Changes from Q3 2025

NEW2 new positions
↑41 increased
↓10 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IAU*7.2%
ISHARES GOLD TR
$24.2M
AVDE6.6%
AMERICAN CENTY ETF TR
$22.2M
DUK3.9%
DUKE ENERGY CORP NEW
$13.1M
SRE3.9%
SEMPRA
$13.0M
DHI3.6%
D R HORTON INC
$12.1M

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