BCWM as of Dec. 31, 2025
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 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 6.6 | $22M | 270k | 82.32 | |
| Duke Energy Corp Com New (DUK) | 3.9 | $13M | 112k | 117.21 | |
| Sempra Energy (SRE) | 3.9 | $13M | 148k | 88.29 | |
| D.R. Horton (DHI) | 3.6 | $12M | 84k | 144.03 | |
| Lockheed Martin Corporation (LMT) | 3.4 | $11M | 23k | 483.67 | |
| Meta Platforms Cl A (META) | 3.2 | $11M | 16k | 660.10 | |
| Garmin SHS (GRMN) | 3.2 | $11M | 52k | 202.85 | |
| Amazon (AMZN) | 3.1 | $11M | 45k | 230.82 | |
| Home Depot (HD) | 3.1 | $11M | 30k | 344.10 | |
| Digital Realty Trust (DLR) | 3.0 | $10M | 65k | 154.71 | |
| Apple (AAPL) | 3.0 | $9.9M | 37k | 271.86 | |
| Northrop Grumman Corporation (NOC) | 2.9 | $9.8M | 17k | 570.22 | |
| Generac Holdings (GNRC) | 2.9 | $9.7M | 71k | 136.37 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $9.2M | 29k | 322.22 | |
| Stanley Black & Decker (SWK) | 2.6 | $8.8M | 119k | 74.28 | |
| Microsoft Corporation (MSFT) | 2.6 | $8.8M | 18k | 483.61 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.6 | $8.7M | 45k | 191.56 | |
| Wal-Mart Stores (WMT) | 2.6 | $8.5M | 77k | 111.41 | |
| Medtronic SHS (MDT) | 2.4 | $8.0M | 84k | 96.06 | |
| NVIDIA Corporation (NVDA) | 2.1 | $7.2M | 39k | 186.50 | |
| Merck & Co (MRK) | 1.9 | $6.4M | 61k | 105.26 | |
| Us Bancorp Del Com New (USB) | 1.8 | $6.1M | 114k | 53.36 | |
| Bristol Myers Squibb (BMY) | 1.8 | $5.9M | 110k | 53.94 | |
| Ishares Tr Msci India Etf (INDA) | 1.7 | $5.7M | 105k | 54.05 | |
| Pepsi (PEP) | 1.6 | $5.4M | 38k | 143.52 | |
| Target Corporation (TGT) | 1.6 | $5.3M | 54k | 97.75 | |
| United Parcel Service CL B (UPS) | 1.5 | $5.0M | 50k | 99.19 | |
| Pfizer (PFE) | 1.5 | $5.0M | 200k | 24.90 | |
| Altria (MO) | 1.5 | $5.0M | 86k | 57.66 | |
| Verizon Communications (VZ) | 1.4 | $4.7M | 115k | 40.73 | |
| Ishares Msci Chile Etf (ECH) | 1.4 | $4.6M | 113k | 40.40 | |
| Vaneck Etf Trust Vaneck Vietnam (VNM) | 1.2 | $4.1M | 215k | 19.08 | |
| Ishares Msci Mly Etf New (EWM) | 1.2 | $4.0M | 146k | 27.36 | |
| Ishares Msci Brazil Etf (EWZ) | 1.2 | $3.9M | 122k | 31.77 | |
| Chevron Corporation (CVX) | 1.1 | $3.6M | 24k | 152.41 | |
| Ishares Tr China Lg-cap Etf (FXI) | 1.1 | $3.6M | 93k | 38.29 | |
| Ishares Tr Msci Indonia Etf (EIDO) | 1.0 | $3.5M | 186k | 18.70 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.6 | $2.1M | 71k | 29.61 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.6 | $2.0M | 87k | 23.37 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $2.0M | 18k | 110.19 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $2.0M | 24k | 83.75 | |
| Ishares Tr Core 80/20 Aggre (AOA) | 0.3 | $910k | 10k | 89.56 | |
| Heartflow Inc/Sh (HTFL) | 0.3 | $908k | 31k | 29.15 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $887k | 30k | 30.07 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $764k | 32k | 24.04 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $720k | 22k | 32.75 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $586k | 19k | 30.96 | |
| Vanguard World Extended Dur (EDV) | 0.2 | $515k | 7.9k | 65.01 | |
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.1 | $417k | 6.5k | 64.25 | |
| Procter & Gamble Company (PG) | 0.1 | $381k | 2.7k | 143.31 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $297k | 4.5k | 66.00 | |
| Philip Morris International (PM) | 0.1 | $275k | 1.7k | 160.40 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $245k | 2.0k | 120.18 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $231k | 3.6k | 65.01 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $212k | 536.00 | 396.31 |
