§ 13F · FUND PROFILE
BCS Private Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $279.3T (13F)Positions · 162Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | EAGL | 2023 ETF SERIES TRUST | 1.01M | $32.8T | 11.2% | ±0% |
| 2 | MSFT | MICROSOFT CORP | 26K | $12.4T | 4.3% | −2% |
| 3 | JPM | JPMORGAN CHASE & CO. | 36K | $11.7T | 4.0% | −6% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 23K | $11.6T | 4.0% | −3% |
| 5 | IGSB | ISHARES TR | 147K | $7.8T | 2.7% | −12% |
| 6 | AAPL | APPLE INC | 27K | $7.3T | 2.5% | −1% |
| 7 | VOO | VANGUARD INDEX FDS | 11K | $7.2T | 2.5% | +27% |
| 8 | GOOGL | ALPHABET INC | 22K | $6.8T | 2.3% | −2% |
| 9 | LQD | ISHARES TR | 59K | $6.5T | 2.2% | +54% |
| 10 | IEFA | ISHARES TR | 67K | $6.0T | 2.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BCS SIGNAL
AC read
BCS Private Wealth Management, Inc. is a Other fund managing $279346.6 trillion in assets. The fund runs a portfolio of 162 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed