StockDriftsStockDriftsTop 50 BCS Private Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EAGL | 2023 ETF SERIES TRUST | 9.33% | 963.4K | $31.0M | -27.71%(-369.22K) | $29.62(+19.03%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.79% | 25.1K | $12.6M | -3.03%(-784) | $504.08(-0.54%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.54% | 35.9K | $11.8M | -7.92%(-3.09K) | $269.22(+35.48%) | 2026-06-30 | |
| LQD | ISHARES TR | 3.28% | 100.0K | $10.9M | +17.28%(+14.73K) | $109.51(-3.58%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.96% | 26.3K | $9.8M | -18.26%(-5.88K) | $436.23(+11.43%) | 2026-06-30 | |
| OSCR | OSCAR HEALTH INC | 2.91% | 338.9K | $9.7M | -5.63%(-20.22K) | $17.10(+91.57%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 2.77% | 185.3K | $9.2M | +265.56%(+134.64K) | $49.61(+0.06%) | 2026-06-30 | |
| IGSB | ISHARES TR | 2.43% | 153.9K | $8.1M | +5.44%(+7.93K) | $52.54(-0.73%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.35% | 26.9K | $7.8M | -15.91%(-5.10K) | $224.11(+36.27%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.32% | 21.5K | $7.7M | -22.77%(-6.35K) | $203.10(+69.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.98% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.33% |
BCS Private Wealth Management, Inc. reports $332.05M in US-listed equity holdings across 187 positions in its most recent 13F filing. Its largest disclosed positions are EAGL (9.3%), BRK.B (3.8%) and JPM (3.5%). The top 20 holdings account for 52.98% of reported assets. Its disclosed equity book has returned +8.98% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track BCS Private Wealth Management, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from BCS Private Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044001). View BCS Private Wealth Management, Inc.’s 13F filings on SEC