BCWM, LLC holds a diversified book of 57 stocks worth $342.0M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Accenture PLC-CL A and trimmed Avantis International Equity. Their largest long position is Avantis International Equity at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
80% mapped to company sectors
+5 sectors below the cut, 9% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as BCWM, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 6 / 57 | $4.4B |
| Hoey Investments, Inc | 27 / 57 | $553.7M |
| Independent Investors Inc | 15 / 57 | $360.0M |
| LTG Capital LLC | 6 / 57 | $95.8M |
| Ketron Financial | 9 / 57 | $197.8M |
| V. M. Manning & Co., Inc. | 9 / 57 | $67.9M |
| Ghe, LLC | 7 / 57 | $152.5M |
| Skandinaviska Enskilda Banken AB (publ) | 8 / 57 | $1.5B |
Ranked by the share of each fund's own book sitting in the names it shares with BCWM, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR INTL EQT ETF | $21.1M | 236.8K | 6.2% | ▼−4.8% Reduced · −12K sh | |
| 2 | Ishares Gold TR ISHARES NEW | $18.2M | 240.9K | 5.3% | ▲+1.8% Added · +4K sh | |
| 3 | Duke Energy Corp New COM NEW | $14.7M | 116.1K | 4.3% | ▲+1.1% Added · +1K sh | |
| 4 | Home Depot Inc COM | $13.2M | 37.3K | 3.8% | ▲+3.6% Added · +1K sh | |
| 5 | Sempra COM | $11.3M | 122.3K | 3.3% | ▲+2.4% Added · +3K sh | |
| 6 | Garmin Ltd SHS | $10.7M | 45.2K | 3.1% | ▲+0.3% Added · +142 sh | |
| 7 | Digital Rlty TR Inc COM | $10.6M | 59.0K | 3.1% | ▼−13% Reduced · −9K sh | |
| 8 | Sony Group Corp SPONSORED ADR | $10.0M | 500.5K | 2.9% | ▲+2.3% Added · +11K sh | |
| 9 | Microsoft Corp COM | $10.0M | 26.8K | 2.9% | ▲+0.5% Added · +128 sh | |
| 10 | Stanley Black & Decker Inc COM | $9.7M | 102.5K | 2.8% | ▼−18% Reduced · −23K sh | |
| 11 | Union Pac Corp COM | $9.4M | 34.6K | 2.8% | ▼−3.0% Reduced · −1K sh | |
| 12 | Kinder Morgan Inc Del COM | $9.4M | 294.0K | 2.7% | ▲+1.1% Added · +3K sh | |
| 13 | Lockheed Martin Corp COM | $8.9M | 17.6K | 2.6% | ▲+25% Added · +3K sh | |
| 14 | Northrop Grumman Corp COM | $8.9M | 17.4K | 2.6% | ▲+31% Added · +4K sh | |
| 15 | D R Horton Inc COM | $8.7M | 53.7K | 2.6% | ▼−20% Reduced · −14K sh | |
| 16 | Walmart Inc COM | $8.6M | 76.1K | 2.5% | ▼−2.4% Reduced · −2K sh | |
| 17 | Meta Platforms Inc CL A | $8.5M | 15.1K | 2.5% | ▼−19% Reduced · −3K sh | |
| 18 | Apple Inc COM | $8.5M | 29.3K | 2.5% | ▼−11% Reduced · −4K sh | |
| 19 | Invesco Exchange Traded FD T S&P500 EQL WGT | $8.0M | 37.7K | 2.3% | ▼−2.5% Reduced · −976 sh | |
| 20 | JPMorgan Chase & Co COM | $7.9M | 24.1K | 2.3% | ▼−13% Reduced · −4K sh | |
| 21 | Amazon Com Inc COM | $7.9M | 33.1K | 2.3% | ▼−38% Reduced · −20K sh | |
| 22 | Generac Hldgs Inc COM | $7.0M | 24.0K | 2.1% | ▼−45% Reduced · −20K sh | |
| 23 | Nvidia Corporation COM | $7.0M | 34.8K | 2.0% | ▼−21% Reduced · −9K sh | |
| 24 | Bristol-Myers Squibb Co COM | $6.4M | 110.4K | 1.9% | ▲+7.6% Added · +8K sh | |
| 25 | Altria Group Inc COM | $6.3M | 87.5K | 1.8% | ▼−8.3% Reduced · −8K sh | |
| 26 | United Parcel Svcs Inc CL B | $6.3M | 58.2K | 1.8% | ▲+11% Added · +6K sh | |
| 27 | Accenture PLC Ireland SHS CLASS A | $6.2M | 50.1K | 1.8% | ▲New New position | |
| 28 | Comcast Corp New CL A | $6.2M | 252.2K | 1.8% | ▲New New position | |
| 29 | Pfizer Inc COM | $6.2M | 256.9K | 1.8% | ▲+17% Added · +37K sh | |
| 30 | Pepsico Inc COM | $6.2M | 45.5K | 1.8% | ▲+17% Added · +7K sh | |
| 31 | Chevron Corporation COM | $6.1M | 36.9K | 1.8% | ▲+10% Added · +3K sh | |
| 32 | Verizon Communications Inc COM | $6.1M | 143.7K | 1.8% | ▲+2.5% Added · +3K sh | |
| 33 | AT&T Inc COM | $6.0M | 289.2K | 1.8% | ▲New New position | |
| 34 | Ishares TR MSCI INDIA ETF | $5.9M | 119.9K | 1.7% | ▼−0.1% Reduced · −68 sh | |
| 35 | Ishares Inc MSCI THAILND ETF | $4.2M | 58.2K | 1.2% | ▼−2.5% Reduced · −2K sh | |
| 36 | Ishares Inc MSCI MLY ETF NEW | $3.6M | 132.2K | 1.0% | ▼−1.8% Reduced · −2K sh | |
| 37 | Vaneck ETF Trust VANECK VIETNAM | $3.6M | 192.4K | 1.0% | ▼−1.1% Reduced · −2K sh | |
| 38 | Ishares TR MSCI PHILIPS ETF | $3.5M | 143.7K | 1.0% | ▼−0.6% Reduced · −824 sh | |
| 39 | Ishares TR CHINA LG-CAP ETF | $3.0M | 94.7K | 0.9% | ▲~0% Added · +22 sh | |
| 40 | Ishares TR MSCI INDONIA ETF | $2.4M | 211.3K | 0.7% | ▲+5.5% Added · +11K sh | |
| 41 | Schwab Strategic TR US LCAP VA ETF | $2.3M | 66.0K | 0.7% | ▼−3.5% Reduced · −2K sh | |
| 42 | Schwab Strategic TR US AGGREGATE B | $2.0M | 85.7K | 0.6% | ▼−2.6% Reduced · −2K sh | |
| 43 | Ishares TR IBOXX INV CP ETF | $2.0M | 17.9K | 0.6% | ▼−2.6% Reduced · −480 sh | |
| 44 | Vanguard Scottsdale FDS INT-TERM CORP | $1.9M | 23.4K | 0.6% | ▼−2.9% Reduced · −707 sh | |
| 45 | Ishares TR CORE 80/20 AGGRE | $1.1M | 10.9K | 0.3% | ▲+6.8% Added · +694 sh | |
| 46 | Schwab Strategic TR US MID-CAP ETF | $962K | 26.1K | 0.3% | ▼−3.4% Reduced · −911 sh | |
| 47 | Heartflow Inc COM | $935K | 31.9K | 0.3% | ▲+1.8% Added · +568 sh | |
| 48 | Schwab Strategic TR INTL EQTY ETF | $878K | 31.7K | 0.3% | ▼−0.2% Reduced · −62 sh | |
| 49 | Schwab Strategic TR EMRG MKTEQ ETF | $720K | 19.9K | 0.2% | ▼−2.5% Reduced · −506 sh | |
| 50 | Vanguard World FD EXTENDED DUR | $546K | 8.4K | 0.2% | ▲+5.7% Added · +455 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1542165/holdings"
Use Arkolith to show BCWM, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.