§ 13F · FUND PROFILE
BCS Private Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $279M (13F)Positions · 162Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | EAGL | 2023 ETF SERIES TRUST | 1.33M | $41M | 12.3% | +32% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 26K | $12M | 3.8% | +13% |
| 3 | MSFT | MICROSOFT CORP | 32K | $12M | 3.6% | +25% |
| 4 | JPM | JPMORGAN CHASE & CO | 39K | $11M | 3.5% | +7% |
| 5 | LQD | ISHARES TR | 85K | $9M | 2.8% | +45% |
| 6 | AAPL | APPLE INC | 32K | $8M | 2.5% | +20% |
| 7 | GOOGL | ALPHABET INC | 28K | $8M | 2.4% | +28% |
| 8 | IGSB | ISHARES TR | 146K | $8M | 2.3% | −1% |
| 9 | VOO | VANGUARD INDEX FDS | 11K | $7M | 2.0% | −4% |
| 10 | IEFA | ISHARES TR | 68K | $6M | 1.9% | ±0% |
§ 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 $279 million in assets. The fund runs a portfolio of 162 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed