BCWM as of March 31, 2026
Portfolio Holdings for BCWM
BCWM holds 57 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 6.0 | $21M | 249k | 84.84 | |
| Ishares Gold Tr Ishares New (IAU) | 5.9 | $21M | 237k | 88.16 | |
| Duke Energy Corp Com New (DUK) | 4.3 | $15M | 115k | 130.94 | |
| Digital Realty Trust (DLR) | 3.5 | $12M | 68k | 180.21 | |
| Home Depot (HD) | 3.4 | $12M | 36k | 328.89 | |
| Sempra Energy (SRE) | 3.3 | $12M | 120k | 97.17 | |
| Amazon (AMZN) | 3.2 | $11M | 53k | 208.27 | |
| Meta Platforms Cl A (META) | 3.0 | $11M | 19k | 572.11 | |
| Garmin SHS (GRMN) | 3.0 | $11M | 45k | 232.01 | |
| Sony Group Corp Sponsored Adr (SONY) | 2.9 | $10M | 489k | 20.70 | |
| Microsoft Corporation (MSFT) | 2.8 | $9.9M | 27k | 370.17 | |
| Kinder Morgan (KMI) | 2.8 | $9.7M | 291k | 33.53 | |
| Wal-Mart Stores (WMT) | 2.7 | $9.7M | 78k | 124.28 | |
| D.R. Horton (DHI) | 2.6 | $9.2M | 67k | 137.22 | |
| Northrop Grumman Corporation (NOC) | 2.6 | $9.0M | 13k | 682.26 | |
| Stanley Black & Decker (SWK) | 2.5 | $8.9M | 125k | 71.06 | |
| Union Pacific Corporation (UNP) | 2.5 | $8.7M | 36k | 242.62 | |
| Generac Holdings (GNRC) | 2.4 | $8.5M | 44k | 195.33 | |
| Lockheed Martin Corporation (LMT) | 2.4 | $8.5M | 14k | 604.37 | |
| Apple (AAPL) | 2.4 | $8.4M | 33k | 253.79 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $8.2M | 28k | 294.16 | |
| NVIDIA Corporation (NVDA) | 2.2 | $7.7M | 44k | 174.40 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.1 | $7.4M | 39k | 191.92 | |
| Verizon Communications (VZ) | 2.0 | $7.0M | 140k | 50.20 | |
| Chevron Corporation (CVX) | 2.0 | $6.9M | 34k | 206.90 | |
| Target Corporation (TGT) | 1.8 | $6.4M | 53k | 121.20 | |
| Altria (MO) | 1.8 | $6.3M | 96k | 65.99 | |
| Bristol Myers Squibb (BMY) | 1.8 | $6.2M | 103k | 60.65 | |
| Pfizer (PFE) | 1.7 | $6.2M | 220k | 28.08 | |
| Merck & Co (MRK) | 1.7 | $6.2M | 51k | 120.29 | |
| Pepsi (PEP) | 1.7 | $6.0M | 39k | 155.29 | |
| Ishares Tr Msci India Etf (INDA) | 1.6 | $5.6M | 120k | 46.84 | |
| Us Bancorp Com New (USB) | 1.6 | $5.6M | 107k | 52.01 | |
| United Parcel Svcs CL B (UPS) | 1.5 | $5.1M | 52k | 98.38 | |
| Ishares Msci Thailnd Etf (THD) | 1.2 | $4.1M | 60k | 69.38 | |
| Ishares Msci Mly Etf New (EWM) | 1.1 | $3.8M | 135k | 28.41 | |
| Ishares Tr Msci Philips Etf (EPHE) | 1.0 | $3.6M | 145k | 24.83 | |
| Ishares Tr China Lg-cap Etf (FXI) | 1.0 | $3.4M | 95k | 35.90 | |
| Vaneck Etf Trust Vaneck Vietnam (VNM) | 1.0 | $3.4M | 195k | 17.31 | |
| Ishares Tr Msci Indonia Etf (EIDO) | 0.9 | $3.2M | 200k | 15.79 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.6 | $2.1M | 68k | 30.50 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.6 | $2.0M | 88k | 23.22 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $2.0M | 18k | 108.99 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $2.0M | 24k | 82.75 | |
| Ishares Tr Core 80/20 Aggre (AOA) | 0.3 | $903k | 10k | 88.49 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $836k | 27k | 30.96 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $786k | 32k | 24.75 | |
| Heartflow Inc/Sh (HTFL) | 0.2 | $762k | 31k | 24.33 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $671k | 20k | 32.95 | |
| Vanguard World Extended Dur (EDV) | 0.1 | $516k | 7.9k | 64.95 | |
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.1 | $441k | 6.9k | 64.01 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $439k | 15k | 30.32 | |
| Procter & Gamble Company (PG) | 0.1 | $384k | 2.7k | 144.44 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $283k | 2.3k | 124.31 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $281k | 4.2k | 67.53 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $223k | 3.5k | 64.35 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $200k | 4.3k | 46.95 |
