BCWM, LLC - Portfolio overview

BCWM, LLC has 62 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. AVDE - AMERICAN CENTY ETF TR, 5.57%
2. IAU - ISHARES GOLD TR, 5.50%
3. DUK - DUKE ENERGY CORP NEW, 3.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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