Bcs Private Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Bcs Private Wealth Management, Inc.

Investment Activity

Bcs Private Wealth Management, Inc. has $329.09 million in total holdings as of March 31, 2026.
Bcs Private Wealth Management, Inc. owns shares of 186 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
Approximately 14.79% of the portfolio was purchased this quarter.
About 2.22% of the portfolio was sold this quarter.
This quarter, Bcs Private Wealth Management, Inc. has purchased 175 new stocks and bought additional shares in 85 stocks.
Bcs Private Wealth Management, Inc. sold shares of 30 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

2023 ETF SERIES TRUST: $40,537,929
Berkshire Hathaway: $12,412,238
Microsoft: $11,925,032
JPMorgan Chase & Co.: $11,483,124
iShares iBoxx $ Investment Grade Corporate Bond ETF: $9,290,526

Largest New Holdings this Quarter

10258P102 - Bowlero: $1,800,698 Holding
98955K104 - Zevia PBC: $818,051 Holding
824348106 - Sherwin-Williams: $695,914 Holding
172908105 - Cintas: $549,536 Holding
81369Y506 - Energy Select Sector SPDR Fund: $540,313 Holding

Largest Purchases this Quarter

2023 ETF SERIES TRUST: 323,048 shares (about $9.83M)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 26,462 shares (about $2.88M)
Microsoft: 6,488 shares (about $2.40M)
Bowlero: 216,430 shares (about $1.80M)
Alphabet: 6,081 shares (about $1.75M)

Largest Sales this Quarter

iShares Core S&P Mid-Cap ETF: 4,510 shares (about $304.56K)
Vanguard Total Bond Market ETF: 3,640 shares (about $268.05K)
Vanguard S&P 500 ETF: 414 shares (about $247.39K)
SPDR S&P 500 ETF Trust: 355 shares (about $231.58K)
Modine Manufacturing: 670 shares (about $145.20K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
2023 ETF SERIES TRUST	$40,537,929	$9,827,119 ▲	32.0%	1,332,608	12.3%	EAGLE CAPITAL SE
BRK.B Berkshire Hathaway	$12,412,238	$1,379,617 ▲	12.5%	25,902	3.8%	Finance
MSFT Microsoft	$11,925,032	$2,401,664 ▲	25.2%	32,215	3.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$11,483,124	$778,642 ▲	7.3%	39,037	3.5%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$9,290,526	$2,884,094 ▲	45.0%	85,242	2.8%	Finance
AAPL Apple	$8,126,610	$1,349,655 ▲	19.9%	32,021	2.5%	Computer and Technology
GOOGL Alphabet	$8,019,186	$1,748,652 ▲	27.9%	27,887	2.4%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$7,669,608	$41,260 ▼	-0.5%	145,921	2.3%	Manufacturing
VOO Vanguard S&P 500 ETF	$6,619,173	$247,390 ▼	-3.6%	11,077	2.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$6,116,750	$18,649 ▲	0.3%	67,566	1.9%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$5,983,046	$114,844 ▲	2.0%	27,351	1.8%	ETF
KMI Kinder Morgan	$5,685,045	$9,053 ▲	0.2%	169,551	1.7%	Energy
NEM Newmont	$5,514,389	$237,393 ▲	4.5%	50,941	1.7%	Basic Materials
WM Waste Management	$5,463,209	$231,167 ▲	4.4%	23,775	1.7%	Business Services
NTR Nutrien	$5,266,960	$256,914 ▲	5.1%	69,293	1.6%	Basic Materials
TMO Thermo Fisher Scientific	$4,947,065	$96,432 ▼	-1.9%	10,055	1.5%	Medical
XBI SPDR S&P Biotech ETF	$4,755,899	$51,858 ▲	1.1%	37,234	1.4%	ETF
ECL Ecolab	$4,619,346	$9,336 ▼	-0.2%	17,317	1.4%	Basic Materials
OSCR Oscar Health	$4,118,946	$248,933 ▲	6.4%	359,106	1.3%	Finance
PPL PPL	$4,050,458	$140,860 ▲	3.6%	105,244	1.2%	Utilities
IVV iShares Core S&P 500 ETF	$4,035,531		0.0%	6,178	1.2%	ETF
PG Procter & Gamble	$3,982,789	$113,963 ▲	2.9%	27,574	1.2%	Consumer Staples
VZ Verizon Communications	$3,964,194	$690,250 ▲	21.1%	78,968	1.2%	Computer and Technology
GDX VanEck Gold Miners ETF	$3,793,221	$107,922 ▼	-2.8%	41,334	1.2%	ETF
IBM International Business Machines	$3,731,794	$356,552 ▲	10.6%	15,396	1.1%	Computer and Technology
AXP American Express	$3,612,216	$995,764 ▲	38.1%	11,942	1.1%	Finance
NTRS Northern Trust	$3,559,286	$4,352 ▲	0.1%	25,356	1.1%	Finance
ERIC Ericsson	$3,432,222	$8,002 ▲	0.2%	304,545	1.0%	Computer and Technology
IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF	$3,402,327	$41,723 ▼	-1.2%	181,845	1.0%	ETF
UNP Union Pacific	$3,205,365	$133,446 ▲	4.3%	13,211	1.0%	Transportation
GPC Genuine Parts	$3,172,690	$197,592 ▲	6.6%	29,705	1.0%	Retail/Wholesale
RSP Invesco S&P 500 Equal Weight ETF	$2,896,841	$448,133 ▲	18.3%	15,094	0.9%	ETF
CCJ Cameco	$2,835,264	$6,625 ▲	0.2%	26,105	0.9%	Basic Materials
KIMBERLY-CLARK CORP	$2,820,449	$204,310 ▲	7.8%	28,852	0.9%	COM
MS Morgan Stanley	$2,761,649	$795,531 ▲	40.5%	16,781	0.8%	Finance
ITW Illinois Tool Works	$2,531,525	$501,800 ▲	24.7%	9,666	0.8%	Industrials
PULS PGIM Ultra Short Bond ETF	$2,518,727	$1,323,449 ▲	110.7%	50,700	0.8%	ETF
DHR Danaher	$2,503,630	$766,270 ▲	44.1%	13,177	0.8%	Medical
QCOM Qualcomm	$2,502,067	$544,353 ▲	27.8%	19,429	0.8%	Computer and Technology
VB Vanguard Small-Cap ETF	$2,233,916		0.0%	8,529	0.7%	ETF
XES SPDR S&P Oil & Gas Equipment & Services ETF	$2,140,472	$174,495 ▲	8.9%	18,400	0.7%	ETF
BND Vanguard Total Bond Market ETF	$2,089,535	$268,050 ▼	-11.4%	28,375	0.6%	ETF
AMGN Amgen	$2,023,138	$949,995 ▲	88.5%	5,750	0.6%	Medical
LLY Eli Lilly and Company	$1,966,468	$423,094 ▲	27.4%	2,138	0.6%	Medical
VTWO Vanguard Russell 2000 ETF	$1,948,823	$351,099 ▲	22.0%	19,455	0.6%	ETF
IWV iShares Russell 3000 ETF	$1,931,613		0.0%	5,211	0.6%	ETF
CSCO Cisco Systems	$1,915,775	$768,141 ▲	66.9%	24,691	0.6%	Computer and Technology
BOWL Bowlero	$1,800,698	$1,800,698 ▲	New Holding	216,430	0.5%	Consumer Discretionary
AMZN Amazon.com	$1,645,958	$522,966 ▲	46.6%	7,903	0.5%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$1,613,090		0.0%	5,617	0.5%	ETF
OVV Ovintiv	$1,478,064		0.0%	24,900	0.4%	Energy
SPY SPDR S&P 500 ETF Trust	$1,394,691	$231,579 ▼	-14.2%	2,138	0.4%	Finance
MDT Medtronic	$1,370,321	$646,892 ▲	89.4%	15,684	0.4%	Medical
NXJ Nuveen New Jersey Quality Municipal Income Fund	$1,367,205		0.0%	110,450	0.4%	Financial Services
COST Costco Wholesale	$1,313,295	$722,412 ▲	122.3%	1,318	0.4%	Retail/Wholesale
CALM Cal-Maine Foods	$1,284,209	$174,130 ▲	15.7%	16,225	0.4%	Basic Materials
DUK Duke Energy	$1,268,970	$63,638 ▲	5.3%	9,691	0.4%	Utilities
EIX Edison International	$1,242,962		0.0%	16,985	0.4%	Utilities
EWZ iShares MSCI Brazil ETF	$1,202,375		0.0%	31,320	0.4%	ETF
AGI Alamos Gold	$1,150,159	$75,531 ▼	-6.2%	25,887	0.3%	Basic Materials
IJH iShares Core S&P Mid-Cap ETF	$1,131,803	$304,560 ▼	-21.2%	16,760	0.3%	ETF
SE SEA	$1,088,123	$436,823 ▲	67.1%	13,140	0.3%	Computer and Technology
SDY SPDR S&P Dividend ETF	$1,063,903		0.0%	7,290	0.3%	ETF
TMUS T-Mobile US	$1,008,144	$252,036 ▲	33.3%	4,800	0.3%	Computer and Technology
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$1,000,149	$2,498 ▲	0.3%	20,023	0.3%	Manufacturing
KVUE Kenvue	$937,666	$35,376 ▼	-3.6%	54,389	0.3%	Consumer Staples
RSG Republic Services	$929,083	$615,884 ▲	196.6%	4,242	0.3%	Business Services
META Meta Platforms	$912,547	$26,318 ▲	3.0%	1,595	0.3%	Computer and Technology
INDA iShares MSCI India ETF	$907,103		0.0%	19,366	0.3%	ETF
XOM ExxonMobil	$902,252	$848 ▼	-0.1%	5,318	0.3%	Energy
HD Home Depot	$889,976	$387,103 ▲	77.0%	2,706	0.3%	Retail/Wholesale
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	$883,945	$20,574 ▲	2.4%	24,705	0.3%	ETF
GLW Corning	$873,063	$47,454 ▼	-5.2%	6,421	0.3%	Computer and Technology
PEP PepsiCo	$859,841	$466,647 ▲	118.7%	5,537	0.3%	Consumer Staples
SLV iShares Silver Trust	$837,781	$52,468 ▼	-5.9%	12,295	0.3%	ETF
DVYE iShares Emerging Markets Dividend ETF	$828,462	$10,520 ▲	1.3%	24,097	0.3%	ETF
ZVIA Zevia PBC	$818,051	$818,051 ▲	New Holding	699,189	0.2%	Consumer Staples
VSEC VSE	$814,126		0.0%	4,415	0.2%	Construction
MRK Merck & Co., Inc.	$810,080	$5,451 ▲	0.7%	6,687	0.2%	Medical
GS The Goldman Sachs Group	$805,175	$16,915 ▲	2.1%	952	0.2%	Finance
CASY Casey's General Stores	$775,171		0.0%	1,065	0.2%	Retail/Wholesale
GE GE Aerospace	$718,848	$11,370 ▼	-1.6%	2,529	0.2%	Aerospace
PAAS Pan American Silver	$713,468	$167,168 ▲	30.6%	13,060	0.2%	Basic Materials
BSV Vanguard Short-Term Bond ETF	$711,100	$22,660 ▲	3.3%	9,069	0.2%	ETF
BP BP	$703,167	$25,850 ▲	3.8%	14,961	0.2%	Energy
SHW Sherwin-Williams	$695,914	$695,914 ▲	New Holding	2,171	0.2%	Basic Materials
CW Curtiss-Wright	$671,821		0.0%	986	0.2%	Aerospace
NVT nVent Electric	$667,572	$6,269 ▼	-0.9%	5,644	0.2%	Computer and Technology
KDP Keurig Dr Pepper	$650,637	$12,218 ▲	1.9%	24,496	0.2%	Consumer Staples
NFLX Netflix	$646,609	$4,808 ▼	-0.7%	6,725	0.2%	Consumer Discretionary
INTC Intel	$641,474		0.0%	14,536	0.2%	Computer and Technology
CL Colgate-Palmolive	$634,964	$147,022 ▲	30.1%	7,450	0.2%	Consumer Staples
DTH WisdomTree International High Dividend Fund	$616,844	$113,102 ▲	22.5%	11,404	0.2%	Finance
LHX L3Harris Technologies	$615,057	$12,080 ▲	2.0%	1,782	0.2%	Aerospace
GOOG Alphabet	$606,709	$86,058 ▲	16.5%	2,115	0.2%	Computer and Technology
PWR Quanta Services	$597,883	$108,157 ▼	-15.3%	1,089	0.2%	Construction
GLD SPDR Gold Shares	$579,601	$26,678 ▲	4.8%	1,347	0.2%	Finance
BA Boeing	$578,580	$5,573 ▼	-1.0%	2,907	0.2%	Aerospace
FDX FedEx	$572,208	$143,052 ▲	33.3%	1,600	0.2%	Transportation
DHI D.R. Horton	$560,544	$317,664 ▲	130.8%	4,085	0.2%	Construction

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Bcs Private Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Bcs Private Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Bcs Private Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Bcs Private Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBcs Private Wealth Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools