BCS Private Wealth Management, Inc.
BCS Private Wealth Management, Inc. reported 187 positions worth $332.1M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: EAGL (9.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | EAGL | SH | $31.0M | 9.33% | 963,385 | — | — | |
| ▸ 2 | BRK-B | SH | $12.6M | 3.79% | 25,118 | — | — | |
| ▸ 3 | JPM | SH | $11.8M | 3.54% | 35,945 | — | — | |
| ▸ 4 | LQD | SH | $10.9M | 3.28% | 99,972 | — | — | |
| ▸ 5 | MSFT | SH | $9.8M | 2.96% | 26,332 | — | — | |
| ▸ 6 | OSCR | SH | $9.7M | 2.91% | 338,885 | — | — | |
| ▸ 7 | PULS | SH | $9.2M | 2.77% | 185,341 | — | — | |
| ▸ 8 | IGSB | SH | $8.1M | 2.43% | 153,852 | — | — | |
| ▸ 9 | AAPL | SH | $7.8M | 2.35% | 26,925 | — | — | |
| ▸ 10 | GOOGL | SH | $7.7M | 2.32% | 21,537 | — | — |
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Frequently Asked Questions
What stocks does BCS Private Wealth Management, Inc. hold as of Q2 2026?
BCS Private Wealth Management, Inc. reported 187 positions worth $332.1M in its Q2 2026 13F filing. Largest positions: EAGL (9.3%), BRK-B (3.8%), JPM (3.5%), LQD (3.3%) and MSFT (3.0%).
What did BCS Private Wealth Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BCS Private Wealth Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.