Notify me when BCWM, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 56 | $334,008,374 | +$22,052,517 | -$20,888,634 | +$1,163,883 | IAU, AVDE, DUK, SRE, DHI | 13F-HR | 11 Feb 2026, 11:20 |
| Q3 2025 | 55 | $334,010,500 | +$19,367,147 | -$27,390,709 | -$8,023,562 | IAU, AVDE, DUK, SRE, WMT | 13F-HR | 14 Nov 2025, 16:11 |
| Q2 2025 | 54 | $314,962,364 | +$44,020,641 | -$28,547,830 | +$15,472,811 | AVDE, IAU, DUK, JPM, DLR | 13F-HR | 14 Aug 2025, 15:32 |
| Q1 2025 | 51 | $287,704,229 | +$59,431,979 | -$50,895,102 | +$8,536,877 | IAU, AVDE, DUK, SRE, TGT | 13F-HR | 15 May 2025, 15:42 |
| Q4 2024 | 59 | $280,715,060 | +$34,447,798 | -$37,712,435 | -$3,264,637 | SCHF, TGT, IAU, CRM, SRE | 13F-HR | 12 Feb 2025, 13:39 |
| Q2 2024 | 58 | $277,891,887 | +$20,723,556 | -$28,042,467 | -$7,318,911 | SCHF, SRE, IAU, TGT, DUK | 13F-HR | 09 Aug 2024, 10:26 |
| Q1 2024 | 59 | $290,557,732 | +$31,721,383 | -$43,187,688 | -$11,466,305 | SCHF, DUK, SRE, MDT, SWK | 13F-HR | 14 May 2024, 16:44 |
| Q4 2023 | 62 | $295,075,008 | +$12,481,926 | -$21,689,877 | -$9,207,951 | SCHF, DUK, SRE, JPM, HD | 13F-HR | 13 Feb 2024, 15:51 |
| Q3 2023 | 61 | $273,627,307 | +$7,319,372 | -$13,077,923 | -$5,758,551 | SCHF, DUK, SRE, MDT, HD | 13F-HR | 14 Nov 2023, 09:34 |
| Q2 2023 | 61 | $303,595,000 | +$17,150,713 | -$35,652,846 | -$18,502,133 | SCHF, DUK, MDT, SRE, SWK | 13F-HR | 14 Aug 2023, 14:45 |
| Q1 2023 | 60 | $315,441,000 | +$27,492,233 | -$21,879,758 | +$5,612,475 | SCHF, WMT, DUK, SRE, DHI | 13F-HR | 05 May 2023, 10:08 |
| Q4 2022 | 60 | $303,835,000 | +$8,281,145 | -$7,912,152 | +$368,993 | SCHF, DUK, WMT, DHI, ZBH | 13F-HR | 30 Jan 2023, 12:25 |
| Q3 2022 | 60 | $275,401,000 | +$27,173,058 | -$23,556,224 | +$3,616,834 | SCHF, WMT, SRE, DUK, ZBH | 13F-HR | 09 Nov 2022, 10:20 |
| Q2 2022 | 58 | $293,066,000 | +$36,094,896 | -$40,845,123 | -$4,750,227 | SCHF, WMT, SRE, DLR, DUK | 13F-HR | 11 Aug 2022, 10:03 |
| Q1 2022 | 57 | $335,211,000 | +$20,672,957 | -$26,554,333 | -$5,881,376 | SCHF, SRE, DUK, IAU, DLR | 13F-HR | 04 May 2022, 15:43 |
| Q4 2021 | 62 | $339,638,000 | +$20,231,170 | -$26,575,497 | -$6,344,327 | SCHF, DHI, DLR, DUK, IAU | 13F-HR | 08 Feb 2022, 12:27 |
| Q3 2021 | 65 | $335,118,000 | +$23,108,532 | -$17,271,736 | +$5,836,796 | SCHF, IAU, DUK, MDT, CNCR | 13F-HR | 10 Nov 2021, 09:45 |
| Q2 2021 | 64 | $338,281,000 | +$34,018,453 | -$48,514,703 | -$14,496,250 | SCHF, ALB, DUK, CNCR, ATVI | 13F-HR | 09 Aug 2021, 10:52 |
| Q1 2021 | 71 | $338,960,000 | +$24,607,723 | -$30,494,490 | -$5,886,767 | SCHF, PKG, ATVI, DUK, ALB | 13F-HR | 14 May 2021, 11:53 |
| Q4 2020 | 68 | $335,441,000 | +$26,090,230 | -$19,950,657 | +$6,139,573 | SCHF, DIS, ALB, PKG, CNCR | 13F-HR | 11 Feb 2021, 10:00 |
| Q3 2020 | 65 | $294,481,000 | +$20,495,469 | -$10,344,064 | +$10,151,405 | SCHF, ALB, CNCR, ATVI, DIS | 13F-HR | 06 Nov 2020, 11:27 |
| Q2 2020 | 65 | $279,139,000 | +$44,993,625 | -$41,874,499 | +$3,119,126 | SCHF, CNCR, ATVI, IAU, ALB | 13F-HR | 14 Aug 2020, 11:08 |
| Q1 2020 | 69 | $239,339,000 | +$37,907,901 | -$22,136,762 | +$15,771,139 | SCHF, EMB, DLR, IAU, SPXU | 13F-HR | 15 May 2020, 09:55 |
| Q4 2019 | 67 | $279,499,000 | +$18,012,905 | -$4,736,431 | +$13,276,474 | SCHF, EMB, IAU, EMLC, WMT | 13F-HR | 06 Feb 2020, 09:54 |
| Q3 2019 | 67 | $247,344,000 | +$8,333,569 | -$13,117,058 | -$4,783,489 | SCHF, EMB, IAU, WMT, EMLC | 13F-HR | 13 Nov 2019, 11:15 |
| Q2 2019 | 73 | $250,240,000 | +$31,664,732 | -$9,766,001 | +$21,898,731 | SCHF, EMB, IAU, EMLC, WMT | 13F-HR | 13 Aug 2019, 11:59 |
| Q1 2019 | 68 | $222,768,000 | +$15,366,000 | -$44,379 | +$15,321,621 | SCHF, EMB, IAU, CAG, WMT | 13F-HR | 08 May 2019, 13:01 |
| Q4 2018 | 73 | $44,379 | $0 | $0 | $0 | EMLC | 13F-HR | 14 Feb 2019, 13:42 |
| Q3 2018 | 67 | $239,236,000 | +$10,279,240 | -$9,244,587 | +$1,034,653 | SCHF, EMB, IAU, NVDA, EMLC | 13F-HR | 14 Nov 2018, 09:35 |
| Q2 2018 | 71 | $228,696,000 | +$30,344,403 | -$29,373,523 | +$970,880 | SCHF, EMB, IAU, EMLC, XBI | 13F-HR | 08 Aug 2018, 15:03 |
| Q1 2018 | 65 | $235,013,000 | +$31,513,494 | -$35,944,723 | -$4,431,229 | SCHF, EMB, IAU, EMLC, XBI | 13F-HR | 14 May 2018, 17:25 |
| Q4 2017 | 67 | $244,839,000 | +$6,783,876 | -$9,007,864 | -$2,223,988 | SCHF, EMB, IAU, EMLC, NVDA | 13F-HR | 13 Feb 2018, 13:47 |
| Q3 2017 | 69 | $238,518,000 | +$12,370,457 | -$8,183,000 | +$4,187,457 | SCHF, EMB, IAU, EMLC, XBI | 13F-HR | 14 Nov 2017, 13:52 |
| Q2 2017 | 70 | $224,965,000 | +$18,401,710 | -$22,886,368 | -$4,484,658 | SCHF, EMB, IAU, EMLC, XBI | 13F-HR | 09 Aug 2017, 14:00 |
| Q1 2017 | 71 | $222,115,000 | +$39,626,064 | -$44,544,700 | -$4,918,636 | SCHF, EMB, IAU, XBI, NVDA | 13F-HR | 12 May 2017, 10:10 |
| Q4 2016 | 68 | $214,878,000 | +$25,064,652 | -$26,940,784 | -$1,876,132 | SCHF, MSD, NVDA, BAC, IAU | 13F-HR | 09 Feb 2017, 09:48 |
| Q3 2016 | 68 | $215,040,000 | +$24,316,836 | -$26,702,619 | -$2,385,783 | SCHF, IAU, MSD, EMD, NVDA | 13F-HR | 15 Nov 2016, 13:30 |
| Q2 2016 | 67 | $208,278,000 | +$45,500,410 | -$23,392,833 | +$22,107,577 | SCHF, VWO, MSD, EMD, NVDA | 13F-HR | 11 Aug 2016, 13:19 |
| Q1 2016 | 72 | $179,954,000 | +$38,429,168 | -$31,780,051 | +$6,649,117 | VWO, SCHE, MSD, BAC, EMD | 13F-HR | 12 May 2016, 15:48 |
| Q4 2015 | 74 | $166,176,000 | +$14,206,679 | -$59,427,171 | -$45,220,492 | VWO, MSD, SCHE, LEA, BAC | 13F-HR | 11 Feb 2016, 10:22 |
| Q3 2015 | 95 | $203,739,000 | +$25,771,281 | -$24,325,498 | +$1,445,783 | VWO, SCHE, EMD, LEA, BAC | 13F-HR | 13 Nov 2015, 11:32 |
| Q2 2015 | 97 | $238,969,000 | +$25,017,000 | -$27,375 | +$24,989,625 | SUNEQ, SCHE, VWO, LEA, MSD | 13F-HR | 14 Aug 2015, 14:52 |
| Q1 2015 | 88 | $27,375 | $0 | $0 | $0 | AECOM | 13F-HR | 14 May 2015, 16:44 |
| Q4 2014 | 92 | $5,274 | $0 | $0 | $0 | ERUS | 13F-HR | 13 Feb 2015, 11:42 |
| Q3 2014 | 95 | $3,251 | $0 | $0 | $0 | SEMI | 13F-HR | 10 Nov 2014, 13:59 |
| Q2 2014 | 90 | $196,187,000 | +$24,228,967 | -$23,393,543 | +$835,424 | SCHE, VWO, V107SC, LEA, MSD | 13F-HR | 13 Aug 2014, 14:09 |
| Q1 2014 | 81 | $189,942,000 | +$19,149,296 | -$13,153,843 | +$5,995,453 | SCHE, NVDA, MSD, V107SC, LEA | 13F-HR | 13 May 2014, 15:50 |
| Q4 2013 | 77 | $176,689,000 | $0 | $0 | $0 | SCHE, MSD, GCI, V107SC, LEA | 13F-HR | 07 Feb 2014, 16:28 |