Latest Boyer & Corporon Wealth Management, LLC Stock Portfolio
Boyer & Corporon Wealth Management, LLC Performance:
2025 Q4: -0.67%YTD: 10.56%2024: 13.16%
Performance for 2025 Q4 is -0.67%, and YTD is 10.56%, and 2024 is 13.16%.
About Boyer & Corporon Wealth Management, LLC and 13F Hedge Fund Stock Holdings
BCWM, LLC is a hedge fund based in Overland Park, KS. On 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, BCWM, LLC reported an equity portfolio of $334 Millions as of 31 Dec, 2025.
The top stock holdings of BCWM, LLC are IAU, AEMB, DUK. The fund has invested 7.2% of it's portfolio in ISHARES GOLD TR and 6.7% of portfolio in AMERICAN CENTY ETF TR.
The fund managers got completely rid off KENVUE INC stocks. They significantly reduced their stock positions in WALMART INC (WMT), CHEVRON CORP NEW (CVX) and PIMCO ETF TR (BOND). BCWM, LLC opened new stock positions in HEARTFLOW INC and SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), GARMIN LTD (GRMN) and AMAZON COM INC (AMZN).
The top stock holdings of BCWM, LLC are IAU, AEMB, DUK. The fund has invested 7.2% of it's portfolio in ISHARES GOLD TR and 6.7% of portfolio in AMERICAN CENTY ETF TR.
The fund managers got completely rid off KENVUE INC stocks. They significantly reduced their stock positions in WALMART INC (WMT), CHEVRON CORP NEW (CVX) and PIMCO ETF TR (BOND). BCWM, LLC opened new stock positions in HEARTFLOW INC and SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), GARMIN LTD (GRMN) and AMAZON COM INC (AMZN).
Boyer & Corporon Wealth Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that BCWM, LLC made a return of -0.67% in the last quarter. In trailing 12 months, it's portfolio return was 10.56%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| heartflow inc | 907,702 |
| spdr gold tr | 212,422 |
New stocks bought by Boyer & Corporon Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| meta platforms inc | 112 |
| garmin ltd | 42.03 |
| amazon com inc | 35.84 |
| ishares tr | 29.55 |
| generac hldgs inc | 23.9 |
| d r horton inc | 20.78 |
| invesco exchange traded fd t | 14.89 |
| stanley black & decker inc | 10.11 |
Additions to existing portfolio by Boyer & Corporon Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| walmart inc | -37.5 |
| chevron corp new | -29.44 |
| pimco etf tr | -19.08 |
| jpmorgan chase & co. | -17.55 |
| microsoft corp | -12.27 |
| vanguard world fd | -2.63 |
| ishares tr | -1.7 |
| ishares tr | -1.02 |
Boyer & Corporon Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| kenvue inc | -10,792,500 |
Boyer & Corporon Wealth Management, LLC got rid off the above stocks
Sector Distribution
BCWM, LLC has about 26.8% of it's holdings in Others sector.
- Others
- Industrials
- Technology
- Utilities
- Consumer Cyclical
- Healthcare
- Consumer Defensive
- Financial Services
- Communication Services
- Real Estate
- Energy
| Sector | % |
|---|---|
| Others | 26.8 |
| Industrials | 13.4 |
| Technology | 10.9 |
| Utilities | 10.6 |
| Consumer Cyclical | 9.9 |
| Healthcare | 7.6 |
| Consumer Defensive | 7.5 |
| Financial Services | 4.6 |
| Communication Services | 4.6 |
| Real Estate | 3 |
| Energy | 1.1 |
Market Cap. Distribution
BCWM, LLC has about 67.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
- MID-CAP
- SMALL-CAP
| Category | % |
|---|---|
| LARGE-CAP | 40.2 |
| MEGA-CAP | 27.3 |
| UNALLOCATED | 26.8 |
| MID-CAP | 2.9 |
| SMALL-CAP | 2.7 |
Stocks belong to which Index?
About 73.1% 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 | 70.4 |
| Others | 26.8 |
| RUSSELL 2000 | 2.7 |
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 55 stocks in it's portfolio. About 41.3% of the portfolio is in top 10 stocks. GNRC proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for BCWM, LLC last quarter.
Last Reported on: 11 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.97 | 36,543 | 9,934,460 | added | 0.1 | ||
| AAXJ | ishares tr | 0.17 | 18,928 | 586,011 | added | 0.32 | ||
| ACWV | ishares inc | 1.37 | 113,355 | 4,579,550 | added | 0.99 | ||
| ACWV | ishares inc | 1.16 | 122,017 | 3,876,470 | added | 1.28 | ||
| AEMB | american centy etf tr | 6.65 | 269,673 | 22,199,500 | added | 1.42 | ||
| AFK | vaneck etf trust | 1.23 | 214,661 | 4,095,730 | added | 1.35 | ||
| AMPS | ishares tr | 1.70 | 105,140 | 5,682,800 | added | 1.96 | ||
| AMPS | ishares tr | 1.04 | 185,613 | 3,470,960 | reduced | -1.02 | ||
| AMZN | amazon com inc | 3.13 | 45,293 | 10,454,500 | added | 35.84 | ||
| AOA | ishares tr | 0.27 | 10,165 | 910,421 | reduced | -1.7 | ||
| AOA | ishares tr | 0.07 | 3,559 | 231,356 | reduced | -0.14 | ||
| BMY | bristol-myers squibb co | 1.77 | 109,461 | 5,904,310 | added | 1.57 | ||
| BNDW | vanguard scottsdale fds | 0.60 | 23,748 | 1,988,900 | added | 3.85 | ||
| BOND | pimco etf tr | 0.12 | 6,486 | 416,726 | reduced | -19.08 | ||
| CSD | invesco exchange traded fd t | 2.61 | 45,445 | 8,705,440 | added | 14.89 | ||
| CVX | chevron corp new | 1.08 | 23,654 | 3,605,070 | reduced | -29.44 | ||
| DHI | d r horton inc | 3.63 | 84,093 | 12,111,900 | added | 20.78 | ||
| DLR | digital rlty tr inc | 3.02 | 65,260 | 10,096,300 | added | 1.74 | ||
| DUK | duke energy corp new | 3.93 | 112,106 | 13,140,000 | added | 2.37 | ||
| EDV | vanguard world fd | 0.15 | 7,925 | 515,203 | reduced | -2.63 | ||