BCWM as of June 30, 2026
Portfolio Holdings for BCWM
BCWM holds 57 positions in its portfolio as reported in the June 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) | 6.2 | $21M | 237k | 89.20 | |
| Ishares Gold Tr Ishares New (IAU) | 5.3 | $18M | 241k | 75.51 | |
| Duke Energy Corp Com New (DUK) | 4.3 | $15M | 116k | 126.58 | |
| Home Depot (HD) | 3.8 | $13M | 37k | 352.68 | |
| Sempra Energy (SRE) | 3.3 | $11M | 122k | 92.71 | |
| Garmin SHS (GRMN) | 3.1 | $11M | 45k | 237.54 | |
| Digital Realty Trust (DLR) | 3.1 | $11M | 59k | 179.58 | |
| Sony Group Corp Sponsored Adr (SONY) | 2.9 | $10M | 501k | 20.06 | |
| Microsoft Corporation (MSFT) | 2.9 | $10M | 27k | 373.02 | |
| Stanley Black & Decker (SWK) | 2.8 | $9.7M | 103k | 94.12 | |
| Union Pacific Corporation (UNP) | 2.8 | $9.4M | 35k | 272.00 | |
| Kinder Morgan (KMI) | 2.7 | $9.4M | 294k | 31.97 | |
| Lockheed Martin Corporation (LMT) | 2.6 | $8.9M | 18k | 509.46 | |
| Northrop Grumman Corporation (NOC) | 2.6 | $8.9M | 17k | 509.32 | |
| D.R. Horton (DHI) | 2.6 | $8.7M | 54k | 162.88 | |
| Wal-Mart Stores (WMT) | 2.5 | $8.6M | 76k | 113.26 | |
| Meta Platforms Cl A (META) | 2.5 | $8.5M | 15k | 563.28 | |
| Apple (AAPL) | 2.5 | $8.5M | 29k | 289.36 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.3 | $8.0M | 38k | 212.77 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $7.9M | 24k | 327.33 | |
| Amazon (AMZN) | 2.3 | $7.9M | 33k | 238.34 | |
| Generac Holdings (GNRC) | 2.1 | $7.0M | 24k | 292.81 | |
| NVIDIA Corporation (NVDA) | 2.0 | $7.0M | 35k | 200.09 | |
| Bristol Myers Squibb (BMY) | 1.9 | $6.4M | 110k | 57.62 | |
| Altria (MO) | 1.8 | $6.3M | 88k | 71.95 | |
| United Parcel Svcs CL B (UPS) | 1.8 | $6.3M | 58k | 107.50 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.8 | $6.2M | 50k | 124.44 | |
| Comcast Corp Cl A (CMCSA) | 1.8 | $6.2M | 252k | 24.55 | |
| Pfizer (PFE) | 1.8 | $6.2M | 257k | 24.08 | |
| Pepsi (PEP) | 1.8 | $6.2M | 46k | 135.40 | |
| Chevron Corporation (CVX) | 1.8 | $6.1M | 37k | 165.76 | |
| Verizon Communications (VZ) | 1.8 | $6.1M | 144k | 42.34 | |
| At&t (T) | 1.8 | $6.0M | 289k | 20.70 | |
| Ishares Tr Msci India Etf (INDA) | 1.7 | $5.9M | 120k | 49.39 | |
| Ishares Msci Thailnd Etf (THD) | 1.2 | $4.2M | 58k | 72.31 | |
| Ishares Msci Mly Etf New (EWM) | 1.0 | $3.6M | 132k | 26.95 | |
| Vaneck Etf Trust Vaneck Vietnam (VNM) | 1.0 | $3.6M | 192k | 18.47 | |
| Ishares Tr Msci Philips Etf (EPHE) | 1.0 | $3.5M | 144k | 24.16 | |
| Ishares Tr China Lg-cap Etf (FXI) | 0.9 | $3.0M | 95k | 31.59 | |
| Ishares Tr Msci Indonia Etf (EIDO) | 0.7 | $2.4M | 211k | 11.31 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.7 | $2.3M | 66k | 34.81 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.6 | $2.0M | 86k | 23.13 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $2.0M | 18k | 109.07 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $1.9M | 23k | 82.65 | |
| Ishares Tr Core 80/20 Aggre (AOA) | 0.3 | $1.1M | 11k | 97.60 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $962k | 26k | 36.87 | |
| Heartflow Inc/Sh (HTFL) | 0.3 | $935k | 32k | 29.34 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $878k | 32k | 27.70 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $720k | 20k | 36.26 | |
| Vanguard World Extended Dur (EDV) | 0.2 | $547k | 8.4k | 65.08 | |
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.1 | $440k | 6.9k | 64.10 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $436k | 14k | 30.49 | |
| Procter & Gamble Company (PG) | 0.1 | $390k | 2.7k | 146.64 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $377k | 4.9k | 77.11 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $346k | 2.3k | 148.31 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $239k | 3.4k | 69.50 | |
| Us Bancorp Com New (USB) | 0.1 | $204k | 3.4k | 60.40 |
