BCWM, LLC

PrivateCIK: 1542165
Location

OVERLAND PARK, KS

57
Positions
$352.80M
Total AUM (reported)
4.48M
Total Shares

Allocation by class

TOTAL AUM$352.80M57 positions
COM$205.61M58.3%
INTL EQT ETF$21.11M6.0%
ISHARES NEW$20.86M5.9%
COM NEW$20.62M5.8%
CL A$10.63M3.0%
SHS$10.46M3.0%
SPONSORED ADR$10.12M2.9%

Portfolio Concentration

Top 316.2%4–1022.1%11–2536.2%Rest25.5%TOP 1038.3%0%100%
Top 3$57.02M16.2%
4–10$77.98M22.1%
11–25$127.79M36.2%
Rest$90.01M25.5%

Top 3 weight

16.2%

Top 10 weight

38.3%

Voting Authority Distribution

Total shares with voting rights: 4.48M

Sole

Full voting authority

4.48M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:

AMERICAN CENTY ETF TR

SOLE
INTL EQT ETF
Shares248.84K
TypeSH
Market value$21.11M
5.98%
Sole
248.84K
Shared
0.00
None
0.00

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares236.66K
TypeSH
Market value$20.86M
5.91%
Sole
236.66K
Shared
0.00
None
0.00

DUKE ENERGY CORP NEW

SOLE
COM NEW
Shares114.88K
TypeSH
Market value$15.04M
4.26%
Sole
114.88K
Shared
0.00
None
0.00

DIGITAL RLTY TR INC

SOLE
COM
Shares67.64K
TypeSH
Market value$12.19M
3.45%
Sole
67.64K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares36K
TypeSH
Market value$11.84M
3.36%
Sole
36K
Shared
0.00
None
0.00

SEMPRA

SOLE
COM
Shares119.46K
TypeSH
Market value$11.61M
3.29%
Sole
119.46K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares53.45K
TypeSH
Market value$11.13M
3.16%
Sole
53.45K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares18.58K
TypeSH
Market value$10.63M
3.01%
Sole
18.58K
Shared
0.00
None
0.00

GARMIN LTD

SOLE
SHS
Shares45.09K
TypeSH
Market value$10.46M
2.97%
Sole
45.09K
Shared
0.00
None
0.00

SONY GROUP CORP

SOLE
SPONSORED ADR
Shares489.02K
TypeSH
Market value$10.12M
2.87%
Sole
489.02K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares26.71K
TypeSH
Market value$9.89M
2.80%
Sole
26.71K
Shared
0.00
None
0.00

KINDER MORGAN INC DEL

SOLE
COM
Shares290.66K
TypeSH
Market value$9.75M
2.76%
Sole
290.66K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares77.98K
TypeSH
Market value$9.69M
2.75%
Sole
77.98K
Shared
0.00
None
0.00

D R HORTON INC

SOLE
COM
Shares67.21K
TypeSH
Market value$9.22M
2.61%
Sole
67.21K
Shared
0.00
None
0.00

NORTHROP GRUMMAN CORP

SOLE
COM
Shares13.25K
TypeSH
Market value$9.04M
2.56%
Sole
13.25K
Shared
0.00
None
0.00

STANLEY BLACK & DECKER INC

SOLE
COM
Shares125.36K
TypeSH
Market value$8.91M
2.53%
Sole
125.36K
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares35.67K
TypeSH
Market value$8.65M
2.45%
Sole
35.67K
Shared
0.00
None
0.00

GENERAC HLDGS INC

SOLE
COM
Shares43.54K
TypeSH
Market value$8.50M
2.41%
Sole
43.54K
Shared
0.00
None
0.00

LOCKHEED MARTIN CORP

SOLE
COM
Shares14.07K
TypeSH
Market value$8.50M
2.41%
Sole
14.07K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares32.98K
TypeSH
Market value$8.37M
2.37%
Sole
32.98K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares27.91K
TypeSH
Market value$8.21M
2.33%
Sole
27.91K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares43.96K
TypeSH
Market value$7.67M
2.17%
Sole
43.96K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares38.69K
TypeSH
Market value$7.43M
2.10%
Sole
38.69K
Shared
0.00
None
0.00

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares140.18K
TypeSH
Market value$7.04M
1.99%
Sole
140.18K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares33.47K
TypeSH
Market value$6.93M
1.96%
Sole
33.47K
Shared
0.00
None
0.00
Page 1 of 3