Latest Boyer & Corporon Wealth Management, LLC Stock Portfolio

$352Million– No. of Holdings #56

Boyer & Corporon Wealth Management, LLC Performance:

2026 Q1: 3.67%YTD: 3.67%2025: 10.56%

Performance for 2026 Q1 is 3.67%, and YTD is 3.67%, and 2025 is 10.56%.

About Boyer & Corporon Wealth Management, LLC and 13F Hedge Fund Stock Holdings

BCWM, LLC is a hedge fund based in Overland Park, KS. On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, BCWM, LLC reported an equity portfolio of $352.8 Millions as of 31 Mar, 2026.

The top stock holdings of BCWM, LLC are AEMB, IAU, DUK. The fund has invested 6% of it's portfolio in AMERICAN CENTY ETF TR and 5.9% of portfolio in ISHARES GOLD TR.

The fund managers got completely rid off MEDTRONIC PLC (MDT), ISHARES INC (ACWV) and PHILIP MORRIS INTL INC (PM) stocks. They significantly reduced their stock positions in LOCKHEED MARTIN CORP (LMT), GENERAC HLDGS INC (GNRC) and NORTHROP GRUMMAN CORP (NOC). BCWM, LLC opened new stock positions in SONY GROUP CORP (SONY), KINDER MORGAN INC DEL (KMI) and UNION PAC CORP (UNP). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), CHEVRON CORPORATION (CVX) and VERIZON COMMUNICATIONS INC (VZ).

Boyer & Corporon Wealth Management, LLC Equity Portfolio Value

Last Reported on: 14 May, 2026

Boyer & Corporon Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that BCWM, LLC made a return of 3.67% in the last quarter. In trailing 12 months, it's portfolio return was 15.55%.

Performance
S&P 500

New Buys

Ticker	$ Bought
sony group corp	10,122,700
kinder morgan inc del	9,745,800
union pac corp	8,654,260
ishares inc	4,140,940
ishares tr	3,588,930
vanguard scottsdale fds	200,195

New stocks bought by Boyer & Corporon Wealth Management, LLC

Additions

Ticker	% Inc.
microsoft corp	46.36
chevron corporation	41.5
verizon communications inc	21.64
home depot inc	18.53
amazon com inc	18.01
meta platforms inc	14.69
nvidia corporation	14.19
ishares tr	14.09

Additions to existing portfolio by Boyer & Corporon Wealth Management, LLC

Reductions

Ticker	% Reduced
lockheed martin corp	-39.5
generac hldgs inc	-38.63
ishares tr	-23.45
northrop grumman corp	-22.82
ishares gold tr	-20.63
d r horton inc	-20.07
sempra	-18.99
merck & co inc	-16.4

Boyer & Corporon Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares inc	-3,876,470
ishares inc	-4,579,550
medtronic plc	-8,023,160
philip morris intl inc	-274,765
spdr gold tr	-212,422

Boyer & Corporon Wealth Management, LLC got rid off the above stocks

Sector Distribution

BCWM, LLC has about 25.1% of it's holdings in Others sector.

Others
Industrials
Utilities
Technology
Consumer Cyclical
Consumer Defensive
Healthcare
Communication Services
Energy
Financial Services
Real Estate

Sector	%
Others	25.1
Industrials	13.8
Utilities	11.1
Technology	10.3
Consumer Cyclical	9.1
Consumer Defensive	8.2
Healthcare	5.3
Communication Services	5
Energy	4.7
Financial Services	3.9
Real Estate	3.5

Market Cap. Distribution

BCWM, LLC has about 71.4% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
MEGA-CAP
UNALLOCATED
MID-CAP

Category	%
LARGE-CAP	41.9
MEGA-CAP	29.5
UNALLOCATED	25.1
MID-CAP	3.5

Stocks belong to which Index?

About 74.9% of the stocks held by BCWM, LLC either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others
RUSSELL 2000

Index	%
S&P 500	71.4
Others	25.1
RUSSELL 2000	3.5

Top 5 Winners (%)		%
GNRC	generac hldgs inc	34.9 %
CVX	chevron corporation	29.0 %
TGT	target corp	23.8 %
VZ	verizon communications inc	20.8 %
LMT	lockheed martin corp	20.0 %

Top 5 Winners ($)		$
GNRC	generac hldgs inc	3.4 M
LMT	lockheed martin corp	2.3 M
IAU	ishares gold tr	1.9 M
NOC	northrop grumman corp	1.7 M
DLR	digital rlty tr inc	1.7 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-20.5 %
	heartflow inc	-16.5 %
AMPS	ishares tr	-15.1 %
AMPS	ishares tr	-12.6 %
META	meta platforms inc	-12.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.6 M
META	meta platforms inc	-1.5 M
AMZN	amazon com inc	-1.1 M
AMPS	ishares tr	-0.8 M
JPM	jpmorgan chase & co	-0.8 M

Boyer & Corporon Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Boyer & Corporon Wealth Management, LLC

BCWM, LLC has 56 stocks in it's portfolio. About 38.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GNRC was the most profitable stock for BCWM, LLC last quarter.

Last Reported on: 14 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.37	32,979	8,369,670	reduced	-9.75

AAXJ	ishares tr	0.12	14,489	439,306	reduced	-23.45

ACWV	ishares inc	1.17	59,685	4,140,940	new

ACWV	ishares inc	0.00	0.00	0.00	sold off	-100

ACWV	ishares inc	0.00	0.00	0.00	sold off	-100

AEMB	american centy etf tr	5.98	248,835	21,111,100	reduced	-7.73

AFK	vaneck etf trust	0.96	194,598	3,368,490	reduced	-9.35

AMPS	ishares tr	1.59	119,949	5,618,400	added	14.09

AMPS	ishares tr	1.02	144,540	3,588,930	new

AMPS	ishares tr	0.90	200,332	3,163,250	added	7.93

AMZN	amazon com inc	3.15	53,449	11,131,800	added	18.01

AOA	ishares tr	0.26	10,204	902,995	added	0.38

AOA	ishares tr	0.06	3,459	222,572	reduced	-2.81

BMY	bristol-myers squibb co	1.76	102,578	6,221,340	reduced	-6.29

BNDW	vanguard scottsdale fds	0.57	24,118	1,995,760	added	1.56

BNDW	vanguard scottsdale fds	0.06	4,264	200,195	new

BOND	pimco etf tr	0.12	6,890	441,029	added	6.23

CSD	invesco exchange traded fd t	2.10	38,691	7,425,580	reduced	-14.86

CVX	chevron corporation	1.96	33,471	6,925,150	added	41.5

DHI	d r horton inc	2.61	67,213	9,222,940	reduced	-20.07