DOSSIER · 13F-HR · Q2 2026

BCS Private Wealth Management, Inc.

$332M in tracked AUM across 187 positions as of Q2 2026.

BP
CIK 0002044001 · last filed Jun 30, 2026
Total AUM
$332M
as of Q2 2026
Holdings
187
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

BCS Private Wealth Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
EAGL
2023 ETF SERIES TRUST
$31M963K9.3%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$13M25K3.8%
03
JPM
JPMORGAN CHASE & CO
$12M36K3.5%
04
LQD
ISHARES TR
$11M100K3.3%
05
MSFT
MICROSOFT CORP
$10M26K3.0%
06
OSCR
OSCAR HEALTH INC
$10M339K2.9%
07
PULS
PGIM ETF TR
$9M185K2.8%
08
IGSB
ISHARES TR
$8M154K2.4%
09
AAPL
APPLE INC
$8M27K2.3%
10
GOOGL
ALPHABET INC
$8M22K2.3%

Filing history

2026Q2Jun 30
$332M 0.9%
187 positionsView →
2026Q1Mar 31
$329M 12.5%
186 positionsView →
2025Q4Dec 31
$293M 4.7%
175 positionsView →
2025Q3Sep 30
$279M 5.0%
162 positionsView →
2025Q2Jun 30
$266M
166 positionsLocked