BCS Private Wealth Management, Inc.
โขCIK: 2044001โขFiling: Q4 2025
**BCS Private Wealth Management, Inc.** manages $293M across a diversified portfolio of 175 holdings. The strategy exhibits significant conviction in technology and financial staples, evidenced by top allocations to EAGL ($32.8M) and MSFT ($12.4M). Further substantial exposure includes JPM ($11.7M), BRK/B ($11.6M), and a broad allocation to VOO ($7.2M). This positioning suggests a blend of high-conviction single-stock bets alongside core market index exposure.
Total AUM
$292.7M
QoQ Performance
+4.8%
Positions
146
Top 10 Concentration
37.6%
Latest Filing
Q4 2025
Top Holdings Allocation
EAGL
EAGL11.2%
MSFT4.3%
JPM4.0%
BRK/B4.0%
IGSB2.7%
AAPL2.5%
VOO2.5%
GOOGL2.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other61.8%
Technology12.9%
Financial10.4%
Healthcare4.7%
ETF4.5%
Industrial1.6%
Materials1.6%
Consumer1.1%
๐ช Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW27 new positions
โ40 increased
โ62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025