Titelia

Holdings of BCWM, LLC

54 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 39.4 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 11.3 %
  • Industrials 9.2 %
  • Communication 8.1 %
  • Utilities 7.8 %
  • Technology 7.6 %
  • Consumer staples 6.6 %
  • Health care 5.4 %
  • Financials 4.0 %
  • Real estate 3.6 %
  • Energy 2.9 %
  • Funds 2.7 %
  • Unattributed 30.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US54341.1M $100.00 %

Positions

RankCompanySharesValueWeight
1Avantis International Equity ETF 248,83521.1M $
2Ishares Gold Trust 236,66320.9M $
3Duke Energy Corp 114,87515M $
4Digital Realty Trust Inc 67,63812.2M $
5Home Depot Inc/The 36,00011.8M $
6Sempra 119,46411.6M $
7Amazon.com Inc 53,44911.1M $
8Meta Platforms Inc 18,57610.6M $
9Sony Group Corp 489,01710.1M $
10Microsoft Corp 26,7139.9M $
11Kinder Morgan, Inc. 290,6599.7M $
12Walmart Inc 77,9819.7M $
13DR Horton Inc 67,2139.2M $
14Northrop Grumman Corp 13,2499M $
15Stanley Black & Decker Inc 125,3628.9M $
16Union Pacific Corp 35,6708.7M $
17Generac Holdings Inc 43,5368.5M $
18Lockheed Martin Corp 14,0708.5M $
19Apple Inc 32,9798.4M $
20JPMorgan Chase & Co 27,9098.2M $
21NVIDIA Corp 43,9647.7M $
22Invesco S&P 500 Equal Weight ETF 38,6917.4M $
23Verizon Communications Inc 140,1777M $
24Chevron Corp 33,4716.9M $
25Target Corp 53,1806.4M $
26Altria Group, Inc. 95,5306.3M $
27Bristol-Myers Squibb Co 102,5786.2M $
28Pfizer Inc 219,7306.2M $
29Merck & Co Inc 51,1386.2M $
30PepsiCo Inc 38,8516M $
31iShares Trust 119,9495.6M $
32US Bancorp 107,3365.6M $
33United Parcel Service Inc 52,3205.1M $
34Ishares Inc 59,6854.1M $
35Ishares Inc 134,5273.8M $
36iShares Trust 144,5403.6M $
37iShares China Large-Cap ETF 94,6593.4M $
38VanEck ETF Trust 194,5983.4M $
39iShares Trust 200,3323.2M $
40Schwab Strategic Trust 68,3872.1M $
41Schwab U.S. Aggregate Bond ETF 87,9302M $
42iShares iBoxx USD Investment Grade Corporate Bond ETF 18,3842M $
43Vanguard Intermediate-Term Corporate Bond ETF 24,1182M $
44iShares Core 80/20 Aggressive 10,204903K $
45Schwab International Equity ETF 31,750785.8K $
46HeartFlow Inc 31,310761.8K $
47Schwab Emerging Markets Equity ETF 20,361670.9K $
48Vanguard World Fund 7,942515.8K $
49iShares Preferred and Income S 14,489439.3K $
50Procter & Gamble Co/The 2,657383.8K $
51iShares Core S&P Small-Cap ETF 2,277283.1K $
52iShares Core S&P Mid-Cap ETF 4,156280.7K $
53iShares Core 60/40 Balanced Al 3,459222.6K $
54Vanguard Scottsdale Funds 4,264200.2K $