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BCWM, LLC

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13F filer, CIK 1542165, OVERLAND PARK, KS

BCWM, LLC reported $314,962,364 across 54 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 40.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001542165-25-000003

Period
2025-06-30
Reported value
$315M
Holdings
54
Top 10 weight
40.41%
New
6
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAnew+7,987$5.9M
PEPnew+37,060$4.89M
MRKnew+59,367$4.7M
SWKadded+50,919$3.45M
DLRadded+12,442$2.17M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PMreduced-36,922-$6.72M
Texited-208,194-$5.89M
TGTreduced-51,592-$5.09M
CVSexited-70,802-$4.8M
ZBHexited-21,457-$2.43M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001542165-25-000003, largest first. % of portfolio is the value over $314,962,364, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 241,204 shares; 2025Q2: 252,592 shares 252,592$18.7M5.94%+11,388Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 232,432 shares; 2025Q1: 299,257 shares; 2025Q2: 297,907 shares 297,907$18.6M5.9%-1,350Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91,100 shares; 2025Q1: 91,268 shares; 2025Q2: 105,189 shares 105,189$12.4M3.94%+13,921Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,504 shares; 2025Q1: 42,767 shares; 2025Q2: 41,769 shares 41,769$12.1M3.84%-998Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,727 shares; 2025Q1: 51,992 shares; 2025Q2: 64,434 shares 64,434$11.2M3.57%+12,442Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 121,300 shares; 2025Q1: 152,306 shares; 2025Q2: 146,363 shares 146,363$11.1M3.52%-5,943Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,888 shares; 2025Q1: 19,939 shares; 2025Q2: 22,288 shares 22,288$11.1M3.52%+2,349Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103,534 shares; 2025Q1: 101,217 shares; 2025Q2: 113,246 shares 113,246$11.1M3.52%+12,029Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,443 shares; 2025Q1: 26,256 shares; 2025Q2: 29,008 shares 29,008$10.6M3.38%+2,752Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 58,414 shares; 2025Q2: 72,484 shares 72,484$10.4M3.3%+14,070Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,656 shares; 2025Q1: 111,108 shares; 2025Q2: 117,679 shares 117,679$10.3M3.26%+6,571Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,065 shares; 2025Q1: 91,196 shares; 2025Q2: 142,115 shares 142,115$9.63M3.06%+50,919Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,342 shares; 2025Q1: 18,945 shares; 2025Q2: 20,423 shares 20,423$9.46M3%+1,478Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,175 shares; 2025Q1: 17,237 shares; 2025Q2: 18,651 shares 18,651$9.33M2.96%+1,414Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,818 shares; 2025Q1: 69,754 shares; 2025Q2: 70,394 shares 70,394$9.08M2.88%+640Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,917 shares; 2025Q1: 30,492 shares; 2025Q2: 36,880 shares 36,880$7.57M2.4%+6,388Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,855 shares; 2025Q1: 29,361 shares; 2025Q2: 35,873 shares 35,873$7.49M2.38%+6,512Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,991 shares; 2025Q1: 36,467 shares; 2025Q2: 39,307 shares 39,307$7.14M2.27%+2,840Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,709 shares; 2025Q1: 27,033 shares; 2025Q2: 24,543 shares 24,543$6.69M2.12%-2,490Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,618 shares; 2025Q2: 41,569 shares 41,569$6.57M2.09%+11,951Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,987 shares 7,987$5.9M1.87%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,426 shares; 2025Q1: 19,811 shares; 2025Q2: 25,978 shares 25,978$5.7M1.81%+6,167Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89,834 shares; 2025Q1: 99,685 shares; 2025Q2: 99,306 shares 99,306$5.53M1.76%-379Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,274 shares; 2025Q1: 103,475 shares; 2025Q2: 51,883 shares 51,883$5.12M1.63%-51,592Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115,644 shares; 2025Q1: 101,959 shares; 2025Q2: 111,612 shares 111,612$5.05M1.6%+9,653Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,292 shares; 2025Q1: 121,094 shares; 2025Q2: 113,816 shares 113,816$4.92M1.56%-7,278Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110,279 shares; 2025Q1: 86,989 shares; 2025Q2: 106,071 shares 106,071$4.91M1.56%+19,082Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,281 shares; 2025Q1: 95,281 shares; 2025Q2: 83,618 shares 83,618$4.9M1.56%-11,663Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,060 shares 37,060$4.89M1.55%newTimeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 35,962 shares; 2025Q2: 48,164 shares 48,164$4.86M1.54%+12,202Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,071 shares; 2025Q1: 44,372 shares; 2025Q2: 57,663 shares 57,663$4.78M1.52%+13,291Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,840 shares; 2025Q2: 33,368 shares 33,368$4.78M1.52%+5,528Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160,725 shares; 2025Q1: 178,808 shares; 2025Q2: 196,583 shares 196,583$4.77M1.51%+17,775Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,367 shares 59,367$4.7M1.49%newTimeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,704 shares; 2025Q1: 101,686 shares; 2025Q2: 100,917 shares 100,917$3.71M1.18%-769Timeline
ECHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112,212 shares; 2025Q1: 117,007 shares; 2025Q2: 116,049 shares 116,049$3.65M1.16%-958Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 126,906 shares; 2025Q2: 126,362 shares 126,362$3.65M1.16%-544Timeline
VNMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 240,990 shares; 2025Q1: 261,425 shares; 2025Q2: 260,155 shares 260,155$3.58M1.14%-1,270Timeline
EWMISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131,447 shares; 2025Q1: 133,160 shares; 2025Q2: 133,090 shares 133,090$3.24M1.03%-70Timeline
EIDOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145,756 shares; 2025Q1: 162,221 shares; 2025Q2: 162,901 shares 162,901$2.87M0.91%+680Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 223,137 shares; 2025Q1: 67,263 shares; 2025Q2: 67,399 shares 67,399$1.86M0.59%+136Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,529 shares; 2025Q1: 23,199 shares; 2025Q2: 22,147 shares 22,147$1.84M0.58%-1,052Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,767 shares; 2025Q1: 17,381 shares; 2025Q2: 16,517 shares 16,517$1.81M0.57%-864Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75,697 shares; 2025Q1: 78,301 shares; 2025Q2: 73,102 shares 73,102$1.7M0.54%-5,199Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,350 shares 10,350$863K0.27%newTimeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,774 shares; 2025Q1: 26,106 shares; 2025Q2: 29,230 shares 29,230$820K0.26%+3,124Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 782,608 shares; 2025Q1: 31,703 shares; 2025Q2: 31,775 shares 31,775$702K0.22%+72Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,076 shares; 2025Q1: 17,896 shares; 2025Q2: 10,163 shares 10,163$684K0.22%-7,733Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,240 shares; 2025Q1: 24,687 shares; 2025Q2: 19,453 shares 19,453$597K0.19%-5,234Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,573 shares; 2025Q1: 18,993 shares; 2025Q2: 18,297 shares 18,297$551K0.18%-696Timeline
ZROZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,178 shares; 2025Q1: not reported; 2025Q2: 7,713 shares 7,713$517K0.16%newTimeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,657 shares; 2025Q1: 2,657 shares; 2025Q2: 2,757 shares 2,757$439K0.14%+100Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,803 shares; 2025Q1: 38,963 shares; 2025Q2: 2,041 shares 2,041$372K0.12%-36,922Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,417 shares; 2025Q1: not reported; 2025Q2: 4,489 shares 4,489$208K0.07%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TAT&T INC208,194$5.89Mshares
CVSCVS HEALTH CORP70,802$4.8Mshares
ZBHZIMMER BIOMET HOLDINGS INC21,457$2.43Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001542165-25-000003 base2025-08-14acceptance time not in the bulk data set