§ 13F · FUND PROFILE
BCS Private Wealth Management, Inc..
AUM · $332M (13F)Positions · 187Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | EAGL | 2023 ETF SERIES TRUST | 963K | $31M | 9.3% | −28% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 25K | $13M | 3.8% | −3% |
| 3 | JPM | JPMORGAN CHASE & CO | 36K | $12M | 3.5% | −8% |
| 4 | LQD | ISHARES TR | 100K | $11M | 3.3% | +17% |
| 5 | MSFT | MICROSOFT CORP | 26K | $10M | 3.0% | −18% |
| 6 | OSCR | OSCAR HEALTH INC | 339K | $10M | 2.9% | −6% |
| 7 | PULS | PGIM ETF TR | 185K | $9M | 2.8% | +266% |
| 8 | IGSB | ISHARES TR | 154K | $8M | 2.4% | +5% |
| 9 | AAPL | APPLE INC | 27K | $8M | 2.3% | −16% |
| 10 | GOOGL | ALPHABET INC | 22K | $8M | 2.3% | −23% |
§ 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 $332 million in assets. The fund runs a portfolio of 187 positions.
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