Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BCS Private Wealth Management, Inc. (CIK 2044001) reported $329.1M across 186 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EAGL ($40.5M, 12.32%), BRK/B ($12.4M, 3.77%), MSFT ($11.9M, 3.62%), JPM ($11.5M, 3.49%), LQD ($9.3M, 2.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EAGL | 2023 ETF SERIES TRUST | $40.5M | 12.32% | 1.3M | Added |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.4M | 3.77% | 25,902 | Added |
| 3 | MSFT | MICROSOFT CORP | $11.9M | 3.62% | 32,215 | Added |
| 4 | JPM | JPMORGAN CHASE & CO | $11.5M | 3.49% | 39,037 | Added |
| 5 | LQD | ISHARES TR | $9.3M | 2.82% | 85,242 | Added |
| 6 | AAPL | APPLE INC | $8.1M | 2.47% | 32,021 | Added |
| 7 | GOOGL | ALPHABET INC | $8.0M | 2.44% | 27,887 | Added |
| 8 | IGSB | ISHARES TR | $7.7M | 2.33% | 145,921 | Trimmed |
| 9 | VOO | VANGUARD INDEX FDS | $6.6M | 2.01% | 11,077 | Trimmed |
| 10 | IEFA | ISHARES TR | $6.1M | 1.86% | 67,566 | Added |
| 11 | ITA | ISHARES TR | $6.0M | 1.82% | 27,351 | Added |
| 12 | KMI | KINDER MORGAN INC DEL | $5.7M | 1.73% | 169,551 | Added |
| 13 | NEM | NEWMONT CORP | $5.5M | 1.68% | 50,941 | Added |
| 14 | WM | WASTE MGMT INC DEL | $5.5M | 1.66% | 23,775 | Added |
| 15 | NTR | NUTRIEN LTD | $5.3M | 1.60% | 69,293 | Added |
| 16 | TMO | THERMO FISHER SCIENTIFIC INC | $4.9M | 1.50% | 10,055 | Trimmed |
| 17 | XBI | SPDR SERIES TRUST | $4.8M | 1.45% | 37,234 | Added |
| 18 | ECL | ECOLAB INC | $4.6M | 1.40% | 17,317 | Trimmed |
| 19 | OSCR | OSCAR HEALTH INC | $4.1M | 1.25% | 359,106 | Added |
| 20 | IVV | ISHARES TR | $4.0M | 1.23% | 6,178 | Hold |
| 21 | PPL | PPL CORP | $4.1M | 1.23% | 105,244 | Added |
| 22 | PG | PROCTER & GAMBLE CO | $4.0M | 1.21% | 27,574 | Added |
| 23 | VZ | VERIZON COMMUNICATIONS INC | $4.0M | 1.20% | 78,968 | Added |
| 24 | GDX | VANECK ETF TRUST | $3.8M | 1.15% | 41,334 | Trimmed |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $3.7M | 1.13% | 15,396 | Added |
Source: SEC Form 13F filings · as of 2026-03-31