BCWM, LLC — 13F holdings

BCWM, LLC reported 57 holdings worth $342M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AVDE AMERICAN CENTY ETF TR — $21.1M (6.2%)
2. IAU ISHARES GOLD TR — $18.2M (5.3%)
3. DUK DUKE ENERGY CORP NEW — $14.7M (4.3%)
4. HD HOME DEPOT INC — $13.2M (3.8%)
5. SRE SEMPRA — $11.3M (3.3%)
6. GRMN GARMIN LTD — $10.7M (3.1%)
7. DLR DIGITAL RLTY TR INC — $10.6M (3.1%)
8. SONY SONY GROUP CORP — $10.0M (2.9%)
9. MSFT MICROSOFT CORP — $10.0M (2.9%)
10. SWK STANLEY BLACK & DECKER INC — $9.65M (2.8%)