What is BCS Private Wealth Management, Inc.'s portfolio value?

As of Q4 2025, BCS Private Wealth Management, Inc. manages $292.7M across 175 reported positions in their SEC 13F filing.

What are BCS Private Wealth Management, Inc.'s top holdings?

BCS Private Wealth Management, Inc.'s largest 13F positions include EAGL, MSFT, JPM, representing approximately 19.5% of the reported portfolio.

How many stocks does BCS Private Wealth Management, Inc. hold?

BCS Private Wealth Management, Inc. holds 175 reported positions as of their Q4 2025 13F filing.

When did BCS Private Wealth Management, Inc. last file a 13F?

The most recent 13F filing from BCS Private Wealth Management, Inc. reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

BCS Private Wealth Management, Inc.

CIK: 0002044001SEC EDGAR →

Portfolio Value

$292.7M

Holdings

175

As of

Q4 2025

New Positions

175

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	EAGL 2023 ETF SERIES TRUST	1,009,560	$32.8M	11.20%
2	MSFT MICROSOFT CORP	25,727	$12.4M	4.25%
3	JPM JPMORGAN CHASE & CO.	36,390	$11.7M	4.01%
4	IGSB ISHARES TR	146,706	$7.8M	2.65%
5	AAPL APPLE INC	26,703	$7.3M	2.48%
6	GOOGL ALPHABET INC	21,806	$6.8M	2.33%
7	LQD ISHARES TR	58,780	$6.5M	2.21%
8	AQLT ISHARES TR	67,360	$6.0M	2.06%
9	ITA* ISHARES TR	26,826	$5.8M	1.97%
10	WM WASTE MGMT INC DEL	22,769	$5.0M	1.71%

Quarterly Changes

Top Buys

EAGLNEW

$32.8M

MSFTNEW

$12.4M

JPMNEW

$11.7M

IGSBNEW

$7.8M

AAPLNEW

$7.3M

Top Sells

No sells this quarter

New Positions (175)

$32.8M · 1.0M shares

$12.4M · 26K shares

$11.7M · 36K shares

$7.8M · 147K shares

$7.3M · 27K shares

$6.8M · 22K shares

$6.5M · 59K shares

$6.0M · 67K shares

$5.8M · 27K shares

$5.0M · 23K shares

$4.9M · 49K shares

$4.8M · 337K shares

$4.7M · 169K shares

$4.6M · 17K shares

$4.5M · 37K shares

$4.1M · 14K shares

$4.1M · 66K shares

$3.8M · 27K shares

$3.6M · 43K shares

$3.6M · 102K shares

$3.5M · 184K shares

$3.5M · 25K shares

$3.5M · 28K shares

$3.2M · 9K shares

$2.9M · 304K shares

$2.9M · 13K shares

$2.7M · 27K shares

$2.7M · 65K shares

$2.6M · 15K shares

$2.4M · 13K shares

$2.4M · 26K shares

$2.4M · 32K shares

$2.2M · 9K shares

$2.1M · 12K shares

$2.1M · 9K shares

$2.0M · 5K shares

$1.9M · 8K shares

$1.6M · 6K shares

$1.6M · 16K shares

$1.4M · 21K shares

$1.4M · 110K shares

$1.4M · 17K shares

$1.2M · 5K shares

$1.2M · 24K shares

$1.1M · 15K shares

$1.1M · 14K shares

$1.1M · 9K shares

$1.1M · 28K shares

$1.0M · 19K shares

$1.0M · 17K shares

$1.0M · 7K shares

$1.0M · 8K shares

$998K · 31K shares

$998K · 3K shares

$987K · 20K shares

$975K · 25K shares

$973K · 56K shares

$841K · 13K shares

$818K · 932 shares

MDT

$801K · 8K shares

$792K · 3K shares

$762K · 4K shares

$747K · 24K shares

$741K · 24K shares

$730K · 4K shares

$704K · 7K shares

$691K · 9K shares

$673K · 24K shares

$640K · 5K shares

$637K · 3K shares

$635K · 7K shares

$592K · 7K shares

$588K · 1K shares

$580K · 6K shares

$569K · 2K shares

$557K · 5K shares

$543K · 986 shares

PWR

$542K · 1K shares

INTC

$536K · 15K shares

$526K · 2K shares

$526K · 1K shares

$518K · 10K shares

$512K · 2K shares

$511K · 593 shares

$509K · 1K shares

$507K · 14K shares

$500K · 14K shares

$492K · 13K shares

$492K · 2K shares

$490K · 2K shares

$486K · 5K shares

$486K · 6K shares

$485K · 1K shares

$483K · 20K shares

$481K · 7K shares

$480K · 9K shares

$479K · 5K shares

$476K · 3K shares

$468K · 1K shares

$466K · 2K shares

$457K · 14K shares

$454K · 6K shares

$452K · 6K shares

GEHC

$445K · 5K shares

NBB

$420K · 27K shares

LOW

$418K · 2K shares

$417K · 6K shares

$417K · 3K shares

$412K · 6K shares

$399K · 3K shares

$384K · 2K shares

$376K · 5K shares

$373K · 1K shares

$372K · 2K shares

$368K · 1K shares

$366K · 3K shares

$364K · 4K shares

$359K · 5K shares

$359K · 1K shares

$355K · 3K shares

$354K · 4K shares

$352K · 2K shares

$350K · 3K shares

$349K · 2K shares

$348K · 1K shares

$347K · 12K shares

$344K · 3K shares

$344K · 3K shares

$339K · 6K shares

$333K · 5K shares

$331K · 9K shares

$327K · 2K shares

$326K · 2K shares

$314K · 4K shares

$310K · 4K shares

$303K · 1K shares

$303K · 4K shares

$289K · 4K shares

$288K · 16K shares

$287K · 3K shares

$282K · 1K shares

$279K · 18K shares

$276K · 3K shares

$273K · 3K shares

$273K · 12K shares

$272K · 3K shares

URI

$270K · 334 shares

PFE

$268K · 11K shares

CVX

$266K · 2K shares

$255K · 3K shares

$254K · 2K shares

$252K · 2K shares

$248K · 2K shares

$248K · 25K shares

$243K · 5K shares

$239K · 2K shares

$238K · 2K shares

$236K · 7K shares

$228K · 5K shares

$214K · 4K shares

$213K · 3K shares

$209K · 2K shares

$208K · 5K shares

$205K · 900 shares

$152K · 43K shares

$148K · 11K shares

$128K · 15K shares

$42K · 13K shares

$12K · 23K shares

$7K · 11K shares

$6K · 10K shares

$4K · 6K shares

$2K · 2K shares

$2K · 2K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	56	$113.4M	43.8%
Technology	22	$37.2M	14.3%
Industrials	20	$17.9M	6.9%
Unknown	11	$15.9M	6.1%
Basic Materials	6	$15.4M	5.9%
Healthcare	18	$13.5M	5.2%
Consumer Defensive	12	$11.8M	4.5%
Communication Services	7	$11.5M	4.4%
Consumer Cyclical	13	$9.3M	3.6%
Energy	6	$7.4M	2.8%
Utilities	4	$6.0M	2.3%