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CIK: 0002044001
Total reported value
$332.1M
$332.1M
162 檔
23.6%
In Q3 2025, BCS Private Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $332.1M, distributed across 162 disclosed stock positions.
During Q3 2025, BCS Private Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EAGL | Eagle Capital Select Eqty | ETF-Other | 11.30% | -2.99% | -0.81% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.87% | -0.66% | +0.69% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.36% | +0.05% | -0.80% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.29% | +0.02% | -1.11% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.18% | +0.10% | -2.96% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.46% | -0.12% | +12.77% | |
| 7 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 2.42% | +1.66% | -4.51% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.14% | +0.11% | +1.88% | |
| 9 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.01% | +0.23% | +4.45% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | +0.27% | -23.48% | |
| 11 | NEM | Newmont CORP | Stock-Materials | 1.99% | -0.23% | +9.34% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.93% | -0.12% | +4.22% | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.88% | +0.15% | +2.02% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 1.77% | -0.14% | +6.65% | |
| 15 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.71% | +0.04% | +5.20% | |
| 16 | ECL | Ecolab Inc | Stock-Materials | 1.70% | +0.07% | +1.05% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.56% | +0.01% | -3.00% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.52% | +0.46% | -11.07% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | +0.15% | -3.26% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.43% | -0.06% | -0.32% | |
| 21 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.39% | +0.21% | +1.74% | |
| 22 | PPL | Ppl CORP | Stock-Utilities | 1.35% | -0.02% | +10.23% | |
| 23 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.31% | +0.31% | +1.16% | |
| 24 | IVOL | Quadratic Int Rte Vol Infl H | ETF-Other | 1.28% | -0.12% | +1.03% | |
| 25 | NTRS | Northern Trust CORP | Stock-Financials | 1.22% | +0.25% | +1.49% | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 1.20% | +0.22% | +9.80% | |
| 27 | AXP | American Express Co | Stock-Financials | 1.11% | -0.22% | -5.09% | |
| 28 | CCJ | Cameco CORP | Stock-Energy | 0.96% | -0.07% | +11.04% | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.94% | -0.21% | -26.04% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.93% | +0.12% | +4.68% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.93% | -0.17% | +2.46% | |
| 32 | ERIC | Ericsson (lm) Tel-sp Adr | Stock-Tech | 0.92% | -0.04% | +2.91% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.89% | +0.06% | +2.23% | |
| 34 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.79% | +0.13% | +2.85% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.78% | -0.01% | +0.48% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.78% | +0.10% | +21.95% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 0.73% | -0.16% | — | |
| 38 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.71% | +0.08% | — | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.68% | +0.07% | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.07% | +50.38% | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.65% | -0.16% | — | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | +0.06% | +0.34% | |
| 43 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.57% | -0.01% | +0.18% | |
| 44 | SLV | Ishares Silver Trust | ETF-Commodities | 0.53% | — | +8.96% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | +0.05% | +26.47% | |
| 46 | XNXJX | Nuveen Nj Qlty Muni Inc | Stock-Other | 0.48% | -0.42% | EXIT | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.05% | +108.89% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | — | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.02% | +2.44% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.41% | -0.06% | +17.38% |
According to official SEC Form 13F filings, BCS Private Wealth Management, Inc. reported a total U.S. public equity portfolio value of $332.1M across 162 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including EAGL, MSFT, JPM) accounted for 23.6% of total reported equity market value during Q3 2025.
During Q3 2025, BCS Private Wealth Management, Inc.'s top holdings by market value included EAGL (11.3%)、MSFT (4.9%)、JPM (4.4%). The largest single position, EAGL, represented 11.3% of total portfolio value.
In Q3 2025, BCS Private Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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