Brian Hackleman
Latest statistics and disclosures from BCWM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAU, AVDE, DUK, SRE, DHI, and represent 25.35% of BCWM's stock portfolio.
- Added to shares of these 10 stocks: META (+$5.7M), GRMN, AMZN, DHI, GNRC, RSP, HTFL, SWK, HD, AVDE.
- Started 2 new stock positions in GLD, HTFL.
- Reduced shares in these 10 stocks: KVUE (-$11M), WMT (-$5.1M), JPM, CVX, MSFT, IAU, ZROZ, EIDO, AOA, EDV.
- Sold out of its position in KVUE.
- BCWM was a net buyer of stock by $1.2M.
- BCWM has $334M in assets under management (AUM), dropping by -0.00%.
- Central Index Key (CIK): 0001542165
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Portfolio Holdings for BCWM
BCWM holds 56 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Gold Tr Ishares New (IAU) | 7.2 | $24M | 298k | 81.17 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 6.6 | $22M | 270k | 82.32 |
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| Duke Energy Corp Com New (DUK) | 3.9 | $13M | +2% | 112k | 117.21 |
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| Sempra Energy (SRE) | 3.9 | $13M | 148k | 88.29 |
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| D.R. Horton (DHI) | 3.6 | $12M | +20% | 84k | 144.03 |
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| Lockheed Martin Corporation (LMT) | 3.4 | $11M | 23k | 483.67 |
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| Meta Platforms Cl A (META) | 3.2 | $11M | +112% | 16k | 660.10 |
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| Garmin SHS (GRMN) | 3.2 | $11M | +42% | 52k | 202.85 |
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| Amazon (AMZN) | 3.1 | $11M | +35% | 45k | 230.82 |
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| Home Depot (HD) | 3.1 | $11M | +4% | 30k | 344.10 |
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| Digital Realty Trust (DLR) | 3.0 | $10M | 65k | 154.71 |
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| Apple (AAPL) | 3.0 | $9.9M | 37k | 271.86 |
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| Northrop Grumman Corporation (NOC) | 2.9 | $9.8M | +2% | 17k | 570.22 |
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| Generac Holdings (GNRC) | 2.9 | $9.7M | +23% | 71k | 136.37 |
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| JPMorgan Chase & Co. (JPM) | 2.8 | $9.2M | -17% | 29k | 322.22 |
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| Stanley Black & Decker (SWK) | 2.6 | $8.8M | +10% | 119k | 74.28 |
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| Microsoft Corporation (MSFT) | 2.6 | $8.8M | -12% | 18k | 483.61 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.6 | $8.7M | +14% | 45k | 191.56 |
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| Wal-Mart Stores (WMT) | 2.6 | $8.5M | -37% | 77k | 111.41 |
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| Medtronic SHS (MDT) | 2.4 | $8.0M | 84k | 96.06 |
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| NVIDIA Corporation (NVDA) | 2.1 | $7.2M | 39k | 186.50 |
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| Merck & Co (MRK) | 1.9 | $6.4M | 61k | 105.26 |
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| Us Bancorp Del Com New (USB) | 1.8 | $6.1M | 114k | 53.36 |
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| Bristol Myers Squibb (BMY) | 1.8 | $5.9M | 110k | 53.94 |
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| Ishares Tr Msci India Etf (INDA) | 1.7 | $5.7M | 105k | 54.05 |
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| Pepsi (PEP) | 1.6 | $5.4M | 38k | 143.52 |
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| Target Corporation (TGT) | 1.6 | $5.3M | +3% | 54k | 97.75 |
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| United Parcel Service CL B (UPS) | 1.5 | $5.0M | 50k | 99.19 |
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| Pfizer (PFE) | 1.5 | $5.0M | 200k | 24.90 |
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| Altria (MO) | 1.5 | $5.0M | +2% | 86k | 57.66 |
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| Verizon Communications (VZ) | 1.4 | $4.7M | 115k | 40.73 |
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| Ishares Msci Chile Etf (ECH) | 1.4 | $4.6M | 113k | 40.40 |
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| Vaneck Etf Trust Vaneck Vietnam (VNM) | 1.2 | $4.1M | 215k | 19.08 |
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| Ishares Msci Mly Etf New (EWM) | 1.2 | $4.0M | 146k | 27.36 |
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| Ishares Msci Brazil Etf (EWZ) | 1.2 | $3.9M | 122k | 31.77 |
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| Chevron Corporation (CVX) | 1.1 | $3.6M | -29% | 24k | 152.41 |
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| Ishares Tr China Lg-cap Etf (FXI) | 1.1 | $3.6M | 93k | 38.29 |
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| Ishares Tr Msci Indonia Etf (EIDO) | 1.0 | $3.5M | 186k | 18.70 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.6 | $2.1M | +4% | 71k | 29.61 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.6 | $2.0M | +3% | 87k | 23.37 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $2.0M | +3% | 18k | 110.19 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $2.0M | +3% | 24k | 83.75 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.3 | $910k | 10k | 89.56 |
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| Heartflow Inc/Sh (HTFL) | 0.3 | $908k | NEW | 31k | 29.15 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $887k | +5% | 30k | 30.07 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $764k | 32k | 24.04 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $720k | +3% | 22k | 32.75 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $586k | 19k | 30.96 |
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| Vanguard World Extended Dur (EDV) | 0.2 | $515k | -2% | 7.9k | 65.01 |
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| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.1 | $417k | -19% | 6.5k | 64.25 |
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| Procter & Gamble Company (PG) | 0.1 | $381k | 2.7k | 143.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $297k | +29% | 4.5k | 66.00 |
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| Philip Morris International (PM) | 0.1 | $275k | 1.7k | 160.40 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $245k | +5% | 2.0k | 120.18 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $231k | 3.6k | 65.01 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $212k | NEW | 536.00 | 396.31 |
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Past Filings by BCWM
SEC 13F filings are viewable for BCWM going back to 2011
- BCWM 2025 Q4 filed Feb. 11, 2026
- BCWM 2025 Q3 filed Nov. 14, 2025
- BCWM 2025 Q2 filed Aug. 14, 2025
- BCWM 2025 Q1 filed May 15, 2025
- BCWM 2024 Q4 filed Feb. 12, 2025
- BCWM 2024 Q2 filed Aug. 9, 2024
- BCWM 2024 Q1 filed May 14, 2024
- BCWM 2023 Q4 filed Feb. 13, 2024
- BCWM 2023 Q3 filed Nov. 14, 2023
- BCWM 2023 Q2 filed Aug. 14, 2023
- BCWM 2023 Q1 filed May 5, 2023
- Boyer & Corporon Wealth Management 2022 Q4 filed Jan. 30, 2023
- Boyer & Corporon Wealth Management 2022 Q3 filed Nov. 9, 2022
- Boyer & Corporon Wealth Management 2022 Q2 filed Aug. 11, 2022
- Boyer & Corporon Wealth Management 2022 Q1 filed May 4, 2022
- Boyer & Corporon Wealth Management 2021 Q4 filed Feb. 8, 2022