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BCWM, LLC

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13F filer, CIK 1542165, OVERLAND PARK, KS

BCWM, LLC reported $334,010,500 across 55 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 41.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001542165-25-000005

Period
2025-09-30
Reported value
$334M
Holdings
55
Top 10 weight
41.68%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KVUEnew+664,974$10.8M
AMZNadded+7,365$1.62M
LMTadded+2,518$1.26M
AVDEadded+13,295$1.05M
WMTadded+9,527$982K

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
CRMexited-24,543-$6.69M
XBIexited-57,663-$4.78M
MDTreduced-35,322-$3.36M
GNRCreduced-15,232-$2.55M
SWKreduced-34,019-$2.53M

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, Q3 2025

Share positions as resolved from 13F-HR 0001542165-25-000005, largest first. % of portfolio is the value over $334,010,500, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 232,432 shares; 2025Q1: 299,257 shares; 2025Q2: 297,907 shares; 2025Q3: 299,407 shares 299,407$21.8M6.52%+1,500Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 241,204 shares; 2025Q2: 252,592 shares; 2025Q3: 265,887 shares 265,887$21M6.28%+13,295Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91,100 shares; 2025Q1: 91,268 shares; 2025Q2: 105,189 shares; 2025Q3: 109,510 shares 109,510$13.6M4.06%+4,321Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 121,300 shares; 2025Q1: 152,306 shares; 2025Q2: 146,363 shares; 2025Q3: 146,154 shares 146,154$13.2M3.94%-209Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103,534 shares; 2025Q1: 101,217 shares; 2025Q2: 113,246 shares; 2025Q3: 122,773 shares 122,773$12.7M3.79%+9,527Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,818 shares; 2025Q1: 69,754 shares; 2025Q2: 70,394 shares; 2025Q3: 69,624 shares 69,624$11.8M3.53%-770Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,443 shares; 2025Q1: 26,256 shares; 2025Q2: 29,008 shares; 2025Q3: 29,086 shares 29,086$11.8M3.53%+78Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,342 shares; 2025Q1: 18,945 shares; 2025Q2: 20,423 shares; 2025Q3: 22,941 shares 22,941$11.5M3.43%+2,518Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,727 shares; 2025Q1: 51,992 shares; 2025Q2: 64,434 shares; 2025Q3: 64,141 shares 64,141$11.1M3.32%-293Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,504 shares; 2025Q1: 42,767 shares; 2025Q2: 41,769 shares; 2025Q3: 34,729 shares 34,729$11M3.28%-7,040Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 664,974 shares 664,974$10.8M3.23%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,888 shares; 2025Q1: 19,939 shares; 2025Q2: 22,288 shares; 2025Q3: 20,804 shares 20,804$10.8M3.23%-1,484Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,175 shares; 2025Q1: 17,237 shares; 2025Q2: 18,651 shares; 2025Q3: 16,721 shares 16,721$10.2M3.05%-1,930Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 58,414 shares; 2025Q2: 72,484 shares; 2025Q3: 57,252 shares 57,252$9.58M2.87%-15,232Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,917 shares; 2025Q1: 30,492 shares; 2025Q2: 36,880 shares; 2025Q3: 36,506 shares 36,506$9.3M2.78%-374Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,855 shares; 2025Q1: 29,361 shares; 2025Q2: 35,873 shares; 2025Q3: 36,607 shares 36,607$9.01M2.7%+734Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,065 shares; 2025Q1: 91,196 shares; 2025Q2: 142,115 shares; 2025Q3: 108,096 shares 108,096$8.03M2.41%-34,019Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,656 shares; 2025Q1: 111,108 shares; 2025Q2: 117,679 shares; 2025Q3: 82,357 shares 82,357$7.84M2.35%-35,322Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,991 shares; 2025Q1: 36,467 shares; 2025Q2: 39,307 shares; 2025Q3: 39,554 shares 39,554$7.5M2.25%+247Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,426 shares; 2025Q1: 19,811 shares; 2025Q2: 25,978 shares; 2025Q3: 33,343 shares 33,343$7.32M2.19%+7,365Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,618 shares; 2025Q2: 41,569 shares; 2025Q3: 37,869 shares 37,869$7.07M2.12%-3,700Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,987 shares; 2025Q3: 7,604 shares 7,604$5.58M1.67%-383Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,281 shares; 2025Q1: 95,281 shares; 2025Q2: 83,618 shares; 2025Q3: 83,993 shares 83,993$5.55M1.66%+375Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115,644 shares; 2025Q1: 101,959 shares; 2025Q2: 111,612 shares; 2025Q3: 112,309 shares 112,309$5.43M1.63%+697Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89,834 shares; 2025Q1: 99,685 shares; 2025Q2: 99,306 shares; 2025Q3: 103,115 shares 103,115$5.37M1.61%+3,809Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,060 shares; 2025Q3: 37,290 shares 37,290$5.24M1.57%+230Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,840 shares; 2025Q2: 33,368 shares; 2025Q3: 33,524 shares 33,524$5.21M1.56%+156Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160,725 shares; 2025Q1: 178,808 shares; 2025Q2: 196,583 shares; 2025Q3: 199,629 shares 199,629$5.09M1.52%+3,046Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,367 shares; 2025Q3: 60,562 shares 60,562$5.08M1.52%+1,195Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,292 shares; 2025Q1: 121,094 shares; 2025Q2: 113,816 shares; 2025Q3: 114,785 shares 114,785$5.04M1.51%+969Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110,279 shares; 2025Q1: 86,989 shares; 2025Q2: 106,071 shares; 2025Q3: 107,771 shares 107,771$4.86M1.46%+1,700Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,274 shares; 2025Q1: 103,475 shares; 2025Q2: 51,883 shares; 2025Q3: 52,216 shares 52,216$4.68M1.4%+333Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 35,962 shares; 2025Q2: 48,164 shares; 2025Q3: 50,234 shares 50,234$4.2M1.26%+2,070Timeline
VNMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 240,990 shares; 2025Q1: 261,425 shares; 2025Q2: 260,155 shares; 2025Q3: 211,810 shares 211,810$3.78M1.13%-48,345Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,704 shares; 2025Q1: 101,686 shares; 2025Q2: 100,917 shares; 2025Q3: 91,201 shares 91,201$3.75M1.12%-9,716Timeline
EWMISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131,447 shares; 2025Q1: 133,160 shares; 2025Q2: 133,090 shares; 2025Q3: 144,136 shares 144,136$3.74M1.12%+11,046Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 126,906 shares; 2025Q2: 126,362 shares; 2025Q3: 120,470 shares 120,470$3.73M1.12%-5,892Timeline
ECHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112,212 shares; 2025Q1: 117,007 shares; 2025Q2: 116,049 shares; 2025Q3: 112,247 shares 112,247$3.7M1.11%-3,802Timeline
EIDOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145,756 shares; 2025Q1: 162,221 shares; 2025Q2: 162,901 shares; 2025Q3: 187,519 shares 187,519$3.29M0.99%+24,618Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 223,137 shares; 2025Q1: 67,263 shares; 2025Q2: 67,399 shares; 2025Q3: 68,313 shares 68,313$1.99M0.6%+914Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75,697 shares; 2025Q1: 78,301 shares; 2025Q2: 73,102 shares; 2025Q3: 83,464 shares 83,464$1.96M0.59%+10,362Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,767 shares; 2025Q1: 17,381 shares; 2025Q2: 16,517 shares; 2025Q3: 17,433 shares 17,433$1.94M0.58%+916Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,529 shares; 2025Q1: 23,199 shares; 2025Q2: 22,147 shares; 2025Q3: 22,867 shares 22,867$1.92M0.58%+720Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,350 shares; 2025Q3: 10,341 shares 10,341$911K0.27%-9Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,774 shares; 2025Q1: 26,106 shares; 2025Q2: 29,230 shares; 2025Q3: 27,993 shares 27,993$830K0.25%-1,237Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 782,608 shares; 2025Q1: 31,703 shares; 2025Q2: 31,775 shares; 2025Q3: 31,768 shares 31,768$740K0.22%-7Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,573 shares; 2025Q1: 18,993 shares; 2025Q2: 18,297 shares; 2025Q3: 21,198 shares 21,198$707K0.21%+2,901Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,240 shares; 2025Q1: 24,687 shares; 2025Q2: 19,453 shares; 2025Q3: 18,867 shares 18,867$597K0.18%-586Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,076 shares; 2025Q1: 17,896 shares; 2025Q2: 10,163 shares; 2025Q3: 8,139 shares 8,139$557K0.17%-2,024Timeline
ZROZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,178 shares; 2025Q1: not reported; 2025Q2: 7,713 shares; 2025Q3: 8,015 shares 8,015$545K0.16%+302Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,657 shares; 2025Q1: 2,657 shares; 2025Q2: 2,757 shares; 2025Q3: 2,657 shares 2,657$408K0.12%-100Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,803 shares; 2025Q1: 38,963 shares; 2025Q2: 2,041 shares; 2025Q3: 1,713 shares 1,713$278K0.08%-328Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,564 shares 3,564$229K0.07%newTimeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,930 shares 1,930$229K0.07%newTimeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,469 shares 3,469$226K0.07%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
CRMSALESFORCE INC24,543$6.69Mshares
XBISPDR SERIES TRUST57,663$4.78Mshares
VMBSVANGUARD SCOTTSDALE FDS4,489$208Kshares

How Q3 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 0001542165-25-000005 base2025-11-14acceptance time not in the bulk data set