Latest Boyer & Corporon Wealth Management, LLC Stock Portfolio
Boyer & Corporon Wealth Management, LLC Performance:
2025 Q3: 6.57%YTD: 8.77%2024: 12.69%
Performance for 2025 Q3 is 6.57%, and YTD is 8.77%, and 2024 is 12.69%.
About Boyer & Corporon Wealth Management, LLC and 13F Hedge Fund Stock Holdings
BCWM, LLC is a hedge fund based in OVERLAND PARK, KS. On 09-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $553.8 Millions. In it's latest 13F Holdings report, BCWM, LLC reported an equity portfolio of $334 Millions as of 30 Sep, 2025.
The top stock holdings of BCWM, LLC are IAU, AEMB, DUK. The fund has invested 6.5% of it's portfolio in ISHARES GOLD TR and 6.3% of portfolio in AMERICAN CENTY ETF TR.
The fund managers got completely rid off SALESFORCE INC (CRM), SPDR SERIES TRUST (BIL) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in MEDTRONIC PLC (MDT), STANLEY BLACK & DECKER INC (SWK) and GENERAC HLDGS INC (GNRC). BCWM, LLC opened new stock positions in KENVUE INC, ISHARES TR (AOA) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (AMPS).
The top stock holdings of BCWM, LLC are IAU, AEMB, DUK. The fund has invested 6.5% of it's portfolio in ISHARES GOLD TR and 6.3% of portfolio in AMERICAN CENTY ETF TR.
The fund managers got completely rid off SALESFORCE INC (CRM), SPDR SERIES TRUST (BIL) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in MEDTRONIC PLC (MDT), STANLEY BLACK & DECKER INC (SWK) and GENERAC HLDGS INC (GNRC). BCWM, LLC opened new stock positions in KENVUE INC, ISHARES TR (AOA) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (AMPS).
Boyer & Corporon Wealth Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that BCWM, LLC made a return of 6.57% in the last quarter. In trailing 12 months, it's portfolio return was 8.77%.
New Buys
| Ticker | $ Bought |
|---|---|
| kenvue inc | 10,792,500 |
| ishares tr | 229,450 |
| ishares tr | 229,342 |
| ishares tr | 226,387 |
New stocks bought by Boyer & Corporon Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| amazon com inc | 28.35 |
| schwab strategic tr | 15.86 |
| ishares tr | 15.11 |
| schwab strategic tr | 14.17 |
| lockheed martin corp | 12.33 |
| walmart inc | 8.41 |
| ishares inc | 8.3 |
| ishares tr | 5.55 |
Additions to existing portfolio by Boyer & Corporon Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| medtronic plc | -30.02 |
| stanley black & decker inc | -23.94 |
| generac hldgs inc | -21.01 |
| vanguard world fd | -19.92 |
| vaneck etf trust | -18.58 |
| jpmorgan chase & co. | -16.85 |
| philip morris intl inc | -16.07 |
| northrop grumman corp | -10.35 |
Boyer & Corporon Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr series trust | -4,782,010 |
| salesforce inc | -6,692,650 |
| vanguard scottsdale fds | -208,020 |
Boyer & Corporon Wealth Management, LLC got rid off the above stocks
Sector Distribution
BCWM, LLC has about 27.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 27.8 |
| Industrials | 13 |
| Technology | 10.8 |
| Utilities | 10.6 |
| Consumer Cyclical | 9.3 |
| Consumer Defensive | 8.6 |
| Healthcare | 6.9 |
| Financial Services | 4.9 |
| Real Estate | 3.3 |
| Communication Services | 3.2 |
| Energy | 1.6 |
Market Cap. Distribution
BCWM, LLC has about 66.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 39.4 |
| UNALLOCATED | 27.8 |
| MEGA-CAP | 27.4 |
| MID-CAP | 2.9 |
| SMALL-CAP | 2.6 |
Stocks belong to which Index?
About 72.2% of the stocks held by BCWM, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 69.6 |
| Others | 27.8 |
| RUSSELL 2000 | 2.6 |
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 54 stocks in it's portfolio. About 41.7% of the portfolio is in top 10 stocks. UPS proved to be the most loss making stock for the portfolio. DHI was the most profitable stock for BCWM, LLC last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.78 | 36,506 | 9,295,620 | reduced | -1.01 | ||
| AAXJ | ishares tr | 0.18 | 18,867 | 596,575 | reduced | -3.01 | ||
| ACWV | ishares inc | 1.12 | 120,470 | 3,734,560 | reduced | -4.66 | ||
| ACWV | ishares inc | 1.11 | 112,247 | 3,699,670 | reduced | -3.28 | ||
| AEMB | american centy etf tr | 6.28 | 265,887 | 20,978,500 | added | 5.26 | ||
| AFK | vaneck etf trust | 1.13 | 211,810 | 3,778,680 | reduced | -18.58 | ||
| AMPS | ishares tr | 1.61 | 103,115 | 5,368,150 | added | 3.84 | ||
| AMPS | ishares tr | 0.98 | 187,519 | 3,290,960 | added | 15.11 | ||
| AMZN | amazon com inc | 2.19 | 33,343 | 7,321,120 | added | 28.35 | ||
| AOA | ishares tr | 0.27 | 10,341 | 911,444 | reduced | -0.09 | ||
| AOA | ishares tr | 0.07 | 3,564 | 229,450 | new | |||
| BIL | spdr series trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BMY | bristol-myers squibb co | 1.46 | 107,771 | 4,860,470 | added | 1.6 | ||
| BNDW | vanguard scottsdale fds | 0.58 | 22,867 | 1,923,340 | added | 3.25 | ||
| BNDW | vanguard scottsdale fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BOND | pimco etf tr | 0.16 | 8,015 | 544,699 | added | 3.92 | ||
| CRM | salesforce inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CSD | invesco exchange traded fd t | 2.25 | 39,554 | 7,503,390 | added | 0.63 | ||
| CVX | chevron corp new | 1.56 | 33,524 | 5,205,910 | added | 0.47 | ||
| DHI | d r horton inc | 3.53 | 69,624 | 11,799,100 | reduced | -1.09 | ||