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BCWM, LLC
BCWM, LLC (Boyer & Corporon Wealth Management) is a fee-based financial consulting and investment management firm headquartered in Overland Park, Kansas. Founded in 2007, BCWM is an SEC-registered investment adviser serving high net worth individuals, families, endowments, foundations, institutions, and corporate clients. The firm provides investment management, financial planning, and general consulting services. Principal owners are Melinda K. Corporon and Richard W. Boyer. BCWM emphasizes a long-term client relationship and offers services by a team numbering approximately 10-20 employees.
Investment Strategy
BCWM employs a disciplined approach to asset allocation, diversification, market evaluation, and risk management, aimed at preserving capital, accumulating wealth, and managing risk for clients. The firm provides customized portfolio management based on each client's goals, liquidity needs, risk tolerance, and financial objectives, as defined in tailored Investment Policy Statements. Investment advice covers a wide array of asset classes, including equities, debt, mutual funds, insurance, and alternative instruments, with a focus on risk-adjusted returns and multigenerational wealth planning.
Latest 13F Filing Activity
BCWM, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 54 equity positions with a total 13F market value of $315M. The fund increased holdings in Meta Platforms Inc., Pepsico Inc., Merck & Co. Inc. among other positions. BCWM, LLC reduced exposure to AT&T Inc., Philip Morris Intl Inc., Target Corp. among others.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVDE | AMERICAN CENTY ETF TR | 5.94% | $18.7M | 252,592 | $66.62 | $74.01 | +$2.7M |
I IAU | ISHARES GOLD TR | 5.90% | $18.6M | 297,907 | $51.62 | $62.36 | +$933.3K |
D DUK | DUKE ENERGY CORP NEW | 3.94% | $12.4M | 105,189 | $109.12 | $118.00 | +$1.3M |
J JPM | JPMORGAN CHASE & CO. | 3.84% | $12.1M | 41,769 | $239.71 | $289.91 | +$1.6M |
D DLR | DIGITAL RLTY TR INC | 3.57% | $11.2M | 64,434 | $173.44 | $174.33 | +$3.8M |
Industry Allocation
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