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
📉 Biggest Sells
Sector Breakdown
Other53.8%
Technology11.0%
Consumer10.4%
Healthcare7.6%
Industrial4.9%
Financial4.2%
Utilities3.9%
Consumer Staples3.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑41 increased
↓10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022