Institutions / BCS Private Wealth Management, Inc.
BCS Private Wealth Management, Inc.
CIK 2044001 · Institution · as of Dec 31, 2025
Portfolio value
$292.66M
Positions
175
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 175 →
| Company | Value | % of portfolio |
|---|---|---|
| Eagle Capital Management, LLC | $32.77M | 11.2% |
| Microsoft Corp | $12.44M | 4.3% |
| JPMORGAN CHASE & CO | $11.73M | 4.0% |
| Warren E. Buffett | $11.57M | 4.0% |
| iShares Tr | $7.76M | 2.7% |
| Apple Inc. | $7.26M | 2.5% |
| Vanguard Index Fds | $7.21M | 2.5% |
| Alphabet Inc. | $6.83M | 2.3% |
| iShares MSCI UAE ETF | $6.48M | 2.2% |
| iShares Tr | $6.03M | 2.1% |
| Thermo Fisher Scientific Inc. | $5.94M | 2.0% |
| iShares Tr | $5.76M | 2.0% |
| Waste Management Inc | $5.00M | 1.7% |
| Newmont Corp | $4.87M | 1.7% |
| Oscar Health, Inc. | $4.85M | 1.7% |
| Kinder Morgan, Inc. | $4.65M | 1.6% |
| Ecolab Inc. | $4.57M | 1.6% |
| SPDR Series Trust | $4.49M | 1.5% |
| iShares Tr | $4.23M | 1.4% |
| International Business Machines Corp | $4.12M | 1.4% |
| Nutrien Ltd | $4.10M | 1.4% |
| PROCTER & GAMBLE Co | $3.84M | 1.3% |
| VanEck ETF Trust | $3.65M | 1.2% |
| PPL Corp | $3.59M | 1.2% |
| Kraneshares Trust | $3.53M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.