DOSSIER · 13F-HR · Q1 2026

BCS Private Wealth Management, Inc.

BCS Private Wealth's pension fund based in San Francisco, CA $329M in tracked AUM across 186 positions as of Q1 2026.

BP
BCS Private Wealth·San Francisco, CA·Pension Fund
CIK 0002044001 · last filed Mar 31, 2026
Total AUM
$329M
16.4%
vs prior
Holdings
186
positions
Whale Score
45
45
tracked
Activity
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BCS Private Wealth Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
EAGL
2023 ETF SERIES TRUST
$41M1.3M12.3%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$12M26K3.8%
03
MSFT
MICROSOFT CORP
$12M32K3.6%
04
JPM
JPMORGAN CHASE & CO
$11M39K3.5%
05
LQD
ISHARES TR
$9M85K2.8%
06
AAPL
APPLE INC
$8M32K2.5%
07
GOOGL
ALPHABET INC
$8M28K2.4%
08
IGSB
ISHARES TR
$8M146K2.3%
09
VOO
VANGUARD INDEX FDS
$7M11K2.0%
10
IEFA
ISHARES TR
$6M68K1.9%

Filing history

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