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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%

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. <br><br> 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. <br><br> 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
$352Million
  as of May 14, 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 corp10,122,700
kinder morgan inc del9,745,800
union pac corp8,654,260
ishares inc4,140,940
ishares tr3,588,930
vanguard scottsdale fds200,195
New stocks bought by Boyer & Corporon Wealth Management, LLC

Additions

Ticker% Inc.
microsoft corp46.36
chevron corporation41.5
verizon communications inc21.64
home depot inc18.53
amazon com inc18.01
meta platforms inc14.69
nvidia corporation14.19
ishares tr14.09
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%
Others25.1
Industrials13.8
Utilities11.1
Technology10.3
Consumer Cyclical9.1
Consumer Defensive8.2
Healthcare5.3
Communication Services5
Energy4.7
Financial Services3.9
Real Estate3.5

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-CAP41.9
MEGA-CAP29.5
UNALLOCATED25.1
MID-CAP3.5

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 50071.4
Others25.1
RUSSELL 20003.5
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.

$352.80MTotal Value
62.00Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Boyer & Corporon Wealth Management, LLC, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Boyer & Corporon Wealth Management, LLC's holding in Ishares Tr over time
0.12%14,489
$439.3K
0.12%
decreased 23.45 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Boyer & Corporon Wealth Management, LLC's holding in Ishares Inc over time
1.17%59,685
$4.14M
1.17%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Boyer & Corporon Wealth Management, LLC's holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWV
Ishares Inc

Ishares Inc

ACWV
Boyer & Corporon Wealth Management, LLC's holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Boyer & Corporon Wealth Management, LLC's holding in American Centy Etf Tr over time
5.98%248,835
$21.11M
5.98%
decreased 7.73 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Boyer & Corporon Wealth Management, LLC's holding in Vaneck Etf Trust over time
0.96%194,598
$3.37M
0.96%
decreased 9.35 percentreduced
AOA
Ishares Tr

Ishares Tr

AOA
Boyer & Corporon Wealth Management, LLC's holding in Ishares Tr over time
0.26%10,204
$903.0K
0.26%
increased 0.38 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Boyer & Corporon Wealth Management, LLC's holding in Ishares Tr over time
0.06%3,459
$222.6K
0.06%
decreased 2.81 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Boyer & Corporon Wealth Management, LLC's holding in Vanguard Scottsdale Fds over time
0.57%24,118
$2.00M
0.57%
increased 1.56 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Boyer & Corporon Wealth Management, LLC's holding in Vanguard Scottsdale Fds over time
0.06%4,264
$200.2K
0.06%
new position
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
Boyer & Corporon Wealth Management, LLC's holding in Pimco Etf Tr over time
0.12%6,890
$441.0K
0.12%
increased 6.23 percentadded
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
Boyer & Corporon Wealth Management, LLC's holding in Invesco Exchange Traded Fd T over time
2.1%38,691
$7.43M
2.1%
decreased 14.86 percentreduced