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 $332.05 million in total holdings as of June 30, 2026.
Bcs Private Wealth Management, Inc. owns shares of 187 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
Approximately 7.66% of the portfolio was purchased this quarter.
About 14.17% of the portfolio was sold this quarter.
This quarter, Bcs Private Wealth Management, Inc. has purchased 186 new stocks and bought additional shares in 39 stocks.
Bcs Private Wealth Management, Inc. sold shares of 72 stocks and completely divested from 30 stocks this quarter.

Largest Holdings

2023 ETF SERIES TRUST: $30,992,095
Berkshire Hathaway: $12,568,796
JPMorgan Chase & Co.: $11,765,785
iShares iBoxx $ Investment Grade Corporate Bond ETF: $10,903,946
Microsoft: $9,822,368

Largest New Holdings this Quarter

670682103 - Nuveen Municipal High Income Opportunity Fund: $1,435,303 Holding
810186106 - Scotts Miracle-Gro: $474,046 Holding
459506101 - International Flavors & Fragrances: $450,589 Holding
252131107 - DexCom: $444,847 Holding
02079K602 - ALPHABET INC: $442,137 Holding

Largest Purchases this Quarter

PGIM Ultra Short Bond ETF: 134,641 shares (about $6.69M)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 14,730 shares (about $1.61M)
Nuveen Municipal High Income Opportunity Fund: 134,954 shares (about $1.44M)
Vanguard Mid-Cap ETF: 16,851 shares (about $1.36M)
Scotts Miracle-Gro: 6,960 shares (about $474.05K)

Largest Sales this Quarter

2023 ETF SERIES TRUST: 369,223 shares (about $11.88M)
Alphabet: 6,350 shares (about $2.27M)
Microsoft: 5,883 shares (about $2.19M)
Apple: 5,096 shares (about $1.47M)
Bowlero: 167,738 shares (about $1.25M)

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	$30,992,095	$11,877,904 â–¼	-27.7%	963,385	9.3%	EAGL CAP SEL ETF
BRK.B Berkshire Hathaway	$12,568,796	$392,306 â–¼	-3.0%	25,118	3.8%	Finance
JPM JPMorgan Chase & Co.	$11,765,785	$1,012,096 â–¼	-7.9%	35,945	3.5%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$10,903,946	$1,606,601 â–²	17.3%	99,972	3.3%	ETF
MSFT Microsoft	$9,822,368	$2,194,478 â–¼	-18.3%	26,332	3.0%	Technology
OSCR Oscar Health	$9,665,000	$576,703 â–¼	-5.6%	338,885	2.9%	Healthcare
PULS PGIM Ultra Short Bond ETF	$9,214,215	$6,693,668 â–²	265.6%	185,341	2.8%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$8,063,383	$415,664 â–²	5.4%	153,852	2.4%	ETF
AAPL Apple	$7,791,018	$1,474,579 â–¼	-15.9%	26,925	2.3%	Technology
GOOGL Alphabet	$7,696,678	$2,269,300 â–¼	-22.8%	21,537	2.3%	Communication Services
VOO Vanguard S&P 500 ETF	$7,577,066	$30,907 â–¼	-0.4%	11,032	2.3%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$6,810,580	$180,119 â–²	2.7%	28,094	2.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$6,526,420	$869 â–²	0.0%	67,575	2.0%	ETF
KMI Kinder Morgan	$5,871,930	$451,384 â–²	8.3%	183,670	1.8%	Energy
XBI SPDR S&P Biotech ETF	$5,843,583	$48,741 â–¼	-0.8%	36,926	1.8%	ETF
TMO Thermo Fisher Scientific	$5,477,484	$431,575 â–²	8.6%	10,915	1.6%	Healthcare
WM Waste Management	$5,051,492	$247,393 â–¼	-4.7%	22,665	1.5%	Industrials
ECL Ecolab	$4,875,095	$37,711 â–²	0.8%	17,452	1.5%	Materials
NEM Newmont	$4,804,353	$46,420 â–²	1.0%	51,438	1.4%	Materials
IVV iShares Core S&P 500 ETF	$4,595,189	$31,453 â–¼	-0.7%	6,136	1.4%	ETF
NTRS Northern Trust	$4,420,824	$7,335 â–¼	-0.2%	25,314	1.3%	Finance
NTR Nutrien	$4,383,279	$16,828 â–¼	-0.4%	69,028	1.3%	Materials
PG Procter & Gamble	$4,037,895	$5,572 â–¼	-0.1%	27,536	1.2%	Consumer Staples
PPL PPL	$4,032,481	$176,873 â–²	4.6%	110,072	1.2%	Utilities
UNP Union Pacific	$3,936,620	$343,261 â–²	9.6%	14,473	1.2%	Industrials
GPC Genuine Parts	$3,875,865	$339,744 â–²	9.6%	32,559	1.2%	Consumer Discretionary
IBM International Business Machines	$3,564,498	$764,865 â–¼	-17.7%	12,676	1.1%	Technology
VZ Verizon Communications	$3,433,035	$89,549 â–²	2.7%	81,083	1.0%	Communication Services
ERIC Ericsson	$3,317,125	$78,552 â–¼	-2.3%	297,500	1.0%	Technology
KIMBERLY-CLARK CORP	$3,294,082	$90,062 â–²	2.8%	29,663	1.0%	COM
GDX VanEck Gold Miners ETF	$3,114,878	$3,773 â–¼	-0.1%	41,284	0.9%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$3,109,635	$101,917 â–¼	-3.2%	14,615	0.9%	ETF
MS Morgan Stanley	$3,020,001	$487,899 â–¼	-13.9%	14,447	0.9%	Finance
IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF	$3,016,539	$127,566 â–¼	-4.1%	174,467	0.9%	ETF
AXP American Express	$2,925,863	$1,113,519 â–¼	-27.6%	8,650	0.9%	Finance
QCOM Qualcomm	$2,924,671	$665,614 â–¼	-18.5%	15,827	0.9%	Technology
CSCO Cisco Systems	$2,677,031	$223,174 â–¼	-7.7%	22,791	0.8%	Technology
CCJ Cameco	$2,628,497	$30,558 â–¼	-1.1%	25,805	0.8%	Energy
VB Vanguard Small-Cap ETF	$2,585,310		0.0%	8,529	0.8%	ETF
IWV iShares Russell 3000 ETF	$2,221,970		0.0%	5,211	0.7%	ETF
XES SPDR S&P Oil & Gas Equipment & Services ETF	$2,062,272		0.0%	18,400	0.6%	ETF
BND Vanguard Total Bond Market ETF	$2,060,252	$22,757 â–¼	-1.1%	28,065	0.6%	ETF
LLY Eli Lilly and Company	$2,049,826	$514,556 â–¼	-20.1%	1,709	0.6%	Healthcare
INTC Intel	$2,029,662		0.0%	14,536	0.6%	Technology
ITW Illinois Tool Works	$2,017,745	$612,180 â–¼	-23.3%	7,416	0.6%	Industrials
DHR Danaher	$1,980,762	$534,464 â–¼	-21.2%	10,377	0.6%	Healthcare
VTWO Vanguard Russell 2000 ETF	$1,937,878	$424,366 â–¼	-18.0%	15,960	0.6%	ETF
VO Vanguard Mid-Cap ETF	$1,810,247	$1,357,685 â–²	300.0%	22,468	0.5%	ETF
AMGN Amgen	$1,738,176	$344,014 â–¼	-16.5%	4,800	0.5%	Healthcare
SPY SPDR S&P 500 ETF Trust	$1,624,561	$23,957 â–²	1.5%	2,170	0.5%	ETF
CALM Cal-Maine Foods	$1,526,612	$219,526 â–²	16.8%	18,950	0.5%	Consumer Staples
NMZ Nuveen Municipal High Income Opportunity Fund	$1,435,303	$1,435,303 â–²	New Holding	134,954	0.4%	Finance
AMZN Amazon.com	$1,424,558	$459,043 â–¼	-24.4%	5,977	0.4%	Consumer Discretionary
OVV Ovintiv	$1,295,190	$15,795 â–¼	-1.2%	24,600	0.4%	Energy
IJH iShares Core S&P Mid-Cap ETF	$1,292,364		0.0%	16,760	0.4%	ETF
EIX Edison International	$1,264,533		0.0%	16,985	0.4%	Utilities
SE SEA	$1,252,019	$7,187 â–¼	-0.6%	13,065	0.4%	Consumer Discretionary
ZVIA Zevia PBC	$1,139,678		0.0%	699,189	0.3%	Consumer Staples
DUK Duke Energy	$1,126,252	$100,373 â–¼	-8.2%	8,898	0.3%	Utilities
SDY SPDR S&P Dividend ETF	$1,109,392		0.0%	7,290	0.3%	ETF
EWZ iShares MSCI Brazil ETF	$1,063,458	$17,077 â–¼	-1.6%	30,825	0.3%	ETF
KVUE Kenvue	$1,021,697	$17,677 â–¼	-1.7%	53,464	0.3%	Consumer Staples
GS The Goldman Sachs Group	$964,758	$2,023 â–²	0.2%	954	0.3%	Finance
GLW Corning	$956,841	$683,275 â–¼	-41.7%	3,746	0.3%	Technology
INDA iShares MSCI India ETF	$956,487		0.0%	19,366	0.3%	ETF
GE GE Aerospace	$904,800	$40,363 â–¼	-4.3%	2,421	0.3%	Industrials
MRK Merck & Co., Inc.	$868,197	$3,234 â–²	0.4%	6,712	0.3%	Healthcare
AGI Alamos Gold	$853,373	$67,962 â–²	8.7%	28,127	0.3%	Materials
IWD iShares Russell 1000 Value ETF	$852,141	$221,823 â–²	35.2%	3,515	0.3%	ETF
SLV iShares Silver Trust	$844,559	$187,145 â–²	28.5%	15,795	0.3%	ETF
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	$844,359	$683 â–²	0.1%	24,725	0.3%	ETF
KDP Keurig Dr Pepper	$827,988	$20,600 â–²	2.6%	25,121	0.2%	Consumer Staples
BSV Vanguard Short-Term Bond ETF	$824,522	$117,956 â–²	16.7%	10,583	0.2%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$799,059	$206,696 â–¼	-20.6%	15,908	0.2%	ETF
META Meta Platforms	$771,144	$127,304 â–¼	-14.2%	1,369	0.2%	Communication Services
CASY Casey's General Stores	$770,946	$75,505 â–¼	-8.9%	970	0.2%	Consumer Staples
MSI Motorola Solutions	$714,279	$187,004 â–²	35.5%	1,715	0.2%	Technology
ILMN Illumina	$712,112		0.0%	4,050	0.2%	Healthcare
DVYE iShares Emerging Markets Dividend ETF	$702,716	$73,936 â–¼	-9.5%	21,803	0.2%	ETF
GOOG Alphabet	$641,294	$105,999 â–¼	-14.2%	1,815	0.2%	Communication Services
NFLX Netflix	$639,744	$159,579 â–²	33.2%	8,960	0.2%	Communication Services
IJS iShares S&P Small-Cap 600 Value ETF	$637,749	$19,545 â–²	3.2%	4,666	0.2%	ETF
BA Boeing	$629,278		0.0%	2,907	0.2%	Industrials
NVT nVent Electric	$625,861	$331,418 â–¼	-34.6%	3,690	0.2%	Industrials
IWM iShares Russell 2000 ETF	$615,923		0.0%	2,050	0.2%	ETF
TMUS T-Mobile US	$603,828	$201,276 â–¼	-25.0%	3,600	0.2%	Communication Services
CVS CVS Health	$597,113	$60,001 â–¼	-9.1%	5,772	0.2%	Healthcare
MDT Medtronic	$590,488	$647,642 â–¼	-52.3%	7,480	0.2%	Healthcare
PAAS Pan American Silver	$584,957		0.0%	13,060	0.2%	Materials
IWR iShares Russell Mid-Cap ETF	$557,116		0.0%	5,050	0.2%	ETF
TIP iShares TIPS Bond ETF	$554,810		0.0%	5,070	0.2%	ETF
COST Costco Wholesale	$554,734	$678,216 â–¼	-55.0%	593	0.2%	Consumer Staples
APG APi Group	$554,107	$3,176 â–¼	-0.6%	13,084	0.2%	Industrials
XOM ExxonMobil	$547,290	$179,787 â–¼	-24.7%	4,003	0.2%	Energy
BP BP	$540,800	$12,009 â–¼	-2.2%	14,636	0.2%	Energy
CL Colgate-Palmolive	$524,868	$158,148 â–¼	-23.2%	5,725	0.2%	Consumer Staples
HD Home Depot	$521,614	$432,739 â–¼	-45.3%	1,479	0.2%	Consumer Discretionary
DGX Quest Diagnostics	$515,039	$91,139 â–²	21.5%	2,430	0.2%	Healthcare
AIR AAR	$513,119	$28,586 â–²	5.9%	3,590	0.2%	Industrials
KO CocaCola	$509,369	$8,180 â–¼	-1.6%	6,227	0.2%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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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

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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