Brian Hackleman

Bcwm, Llc

Assets Managed

$352.795M

Holdings

Last Quarter

2026 - Q1

Filed Date

21d ago

Growth Rate

5.63%(2Q avg: 2.82%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bcwm, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 57 positions.

Assets under management

The assets under management (AUM) of Bcwm, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 352.795M in assets, with a quarterly growth rate of 5.63% and a 2-quarter average growth rate of 2.82%. The portfolio is managed by Brian Hackleman, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AVDE Avantis International Equity Recent Activity Decreased -7.72%	5.99%	$21.111M 248,835 shares@ $84.84 avg price	Decreased -7.72%
IAU Ishares Gold Trust Recent Activity Decreased -20.62%	5.92%	$20.864M 236,663 shares@ $88.16 avg price	Decreased -20.62%
DUK Duke Energy Corp Recent Activity Increased 2.47%	4.27%	$15.042M 114,875 shares@ $130.94 avg price	Increased 2.47%
DLR Digital Realty Trust Inc Recent Activity Increased 3.65%	3.46%	$12.189M 67,638 shares@ $180.21 avg price	Increased 3.65%
HD Home Depot Inc Recent Activity Increased 18.53%	3.36%	$11.84M 36,000 shares@ $328.9 avg price	Increased 18.53%
SRE Sempra Recent Activity Decreased -18.99%	3.3%	$11.608M 119,464 shares@ $97.17 avg price	Decreased -18.99%
AMZN Amazon.com Inc Recent Activity Increased 18.01%	3.16%	$11.132M 53,449 shares@ $208.27 avg price	Increased 18.01%
META Meta Platforms Inc-class A Recent Activity Increased 14.7%	3.02%	$10.628M 18,576 shares@ $572.12 avg price	Increased 14.7%
GRMN Garmin Ltd Recent Activity Decreased -13.28%	2.97%	$10.461M 45,088 shares@ $232.01 avg price	Decreased -13.28%
SONY Sony Group Corp - Sp Adr Recent Activity New Position	2.87%	$10.123M 489,017 shares@ $20.71 avg price	New Position

1-10 of 57