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Latest Boyer & Corporon Wealth Management, LLC Stock Portfolio

$342Million | No. of Holdings #56

Boyer & Corporon Wealth Management, LLC Performance

2026 Q2+0.74%
YTD+4.44%
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 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, BCWM, LLC reported an equity portfolio of $342 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of BCWM, LLC are AEMB, IAU, DUK. The fund has invested 6.2% of it's portfolio in AMERICAN CENTY ETF TR and 5.3% of portfolio in ISHARES GOLD TR. <br><br> The fund managers got completely rid off TARGET CORP (TGT), MERCK & CO INC (MRK) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in US BANCORP (USB), GENERAC HLDGS INC (GNRC) and AMAZON COM INC (AMZN). BCWM, LLC opened new stock positions in ACCENTURE PLC IRELAND (ACN), COMCAST CORP NEW (CMCSA) and AT&T INC (T). The fund showed a lot of confidence in some stocks as they added substantially to NORTHROP GRUMMAN CORP (NOC), LOCKHEED MARTIN CORP (LMT) and ISHARES TR (IJR).
Boyer & Corporon Wealth Management, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$342Million
  as of Aug 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 0.74% in the last quarter. In trailing 12 months, it's portfolio return was 12.22%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
accenture plc ireland6,232,200
comcast corp new6,192,340
at&t inc5,986,520
New stocks bought by Boyer & Corporon Wealth Management, LLC

Additions

Ticker% Inc.
northrop grumman corp31.16
lockheed martin corp24.85
ishares tr17.47
pepsico inc17.09
pfizer inc16.9
united parcel svcs inc11.27
chevron corporation10.35
bristol-myers squibb co7.65
Additions to existing portfolio by Boyer & Corporon Wealth Management, LLC

Reductions

Ticker% Reduced
us bancorp-96.86
generac hldgs inc-44.82
amazon com inc-37.99
nvidia corporation-20.8
d r horton inc-20.12
meta platforms inc-18.83
stanley black & decker inc-18.2
jpmorgan chase & co-13.48
Boyer & Corporon Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
target corp-6,445,370
merck & co inc-6,151,350
vanguard scottsdale fds-200,195
Boyer & Corporon Wealth Management, LLC got rid off the above stocks

Sector Distribution

BCWM, LLC has about 24.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Utilities
  • Consumer Cyclical
  • Consumer Defensive
  • Communication Services
  • Energy
  • Healthcare
  • Real Estate
  • Financial Services
Sector%
Others24.2
Technology15.4
Industrials14.7
Utilities11.1
Consumer Cyclical8.7
Consumer Defensive6.3
Communication Services6
Energy4.5
Healthcare3.7
Real Estate3.1
Financial Services2.4

Market Cap. Distribution

BCWM, LLC has about 72.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
Category%
LARGE-CAP46.6
UNALLOCATED27.1
MEGA-CAP26.3

Stocks belong to which Index?

About 74.7% 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 50071.3
Others25.3
RUSSELL 20003.4
Top 5 Winners (%)%
GNRC
generac hldgs inc
38.7 %
SWK
stanley black & decker inc
29.5 %
heartflow inc
20.4 %
IJR
ishares tr
19.1 %
FNDA
schwab strategic tr
18.8 %
Top 5 Winners ($)$
GNRC
generac hldgs inc
3.3 M
SWK
stanley black & decker inc
2.6 M
DHI
d r horton inc
1.6 M
AMZN
amazon com inc
1.3 M
AAPL
apple inc
1.1 M
Top 5 Losers (%)%
AMPS
ishares tr
-27.8 %
NOC
northrop grumman corp
-23.0 %
CVX
chevron corporation
-19.1 %
VZ
verizon communications inc
-15.5 %
LMT
lockheed martin corp
-14.4 %
Top 5 Losers ($)$
IAU
ishares gold tr
-3.0 M
NOC
northrop grumman corp
-2.6 M
LMT
lockheed martin corp
-1.5 M
CVX
chevron corporation
-1.4 M
VZ
verizon communications inc
-1.1 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 37.9% of the portfolio is in top 10 stocks. IAU proved to be the most loss making stock for the portfolio. GNRC was the most profitable stock for BCWM, LLC last quarter.

$342.00MTotal Value
60.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Boyer & Corporon Wealth Management, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Boyer & Corporon Wealth Management, LLC's holding in Ishares Tr over time
0.13%14,288
$435.6K
0.13%
decreased 1.39 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Boyer & Corporon Wealth Management, LLC's holding in Ishares Inc over time
1.23%58,183
$4.21M
1.23%
decreased 2.52 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Boyer & Corporon Wealth Management, LLC's holding in American Centy Etf Tr over time
6.18%236,843
$21.13M
6.18%
decreased 4.82 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Boyer & Corporon Wealth Management, LLC's holding in Vaneck Etf Trust over time
1.04%192,411
$3.55M
1.04%
decreased 1.12 percentreduced
AOA
Ishares Tr

Ishares Tr

AOA
Boyer & Corporon Wealth Management, LLC's holding in Ishares Tr over time
0.31%10,898
$1.06M
0.31%
increased 6.8 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Boyer & Corporon Wealth Management, LLC's holding in Ishares Tr over time
0.07%3,438
$239.0K
0.07%
decreased 0.61 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Boyer & Corporon Wealth Management, LLC's holding in Vanguard Scottsdale Fds over time
0.57%23,411
$1.93M
0.57%
decreased 2.93 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Boyer & Corporon Wealth Management, LLC's holding in Vanguard Scottsdale Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
Boyer & Corporon Wealth Management, LLC's holding in Pimco Etf Tr over time
0.13%6,863
$439.9K
0.13%
decreased 0.39 percentreduced
CMCSA
Comcast Corp New

Comcast Corp New

CMCSA
Boyer & Corporon Wealth Management, LLC's holding in Comcast Corp New over time
1.81%252,234
$6.19M
1.81%
new position
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
2.35%37,715
$8.02M
2.35%
decreased 2.52 percentreduced