BCS Private Wealth Management, Inc. holds a diversified book of 187 stocks worth $332.1M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Nuveen Muni Hi Inc Opport and trimmed Eagle Capital Select Eqty. Their largest long position is Eagle Capital Select Eqty at 9% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2044001/holdings"
Use Arkolith to show BCS Private Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
60% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as BCS Private Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $460.7B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $142.5B |
| UBS Group AG | 80 / 80 | $124.7B |
| ROYAL BANK OF CANADA | 79 / 80 | $131.1B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $86.5B |
| LPL Financial LLC | 79 / 80 | $65.0B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $12.9B |
| Advisory Services Network, LLC | 79 / 80 | $1.5B |
Ranked by how many of BCS Private Wealth Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | 2023 ETF Series Trust EAGL CAP SEL ETF | $31.0M | 963.4K | 9.3% | ▼−28% Reduced · −369K sh | |
| 2 | Berkshire Hathaway Inc Del CL B NEW | $12.6M | 25.1K | 3.8% | ▼−3.0% Reduced · −784 sh | |
| 3 | JPMorgan Chase & Co COM | $11.8M | 35.9K | 3.5% | ▼−7.9% Reduced · −3K sh | |
| 4 | Ishares TR IBOXX INV CP ETF | $10.9M | 100.0K | 3.3% | ▲+17% Added · +15K sh | |
| 5 | Microsoft Corp COM | $9.8M | 26.3K | 3.0% | ▼−18% Reduced · −6K sh | |
| 6 | Oscar Health Inc CL A | $9.7M | 338.9K | 2.9% | ▼−5.6% Reduced · −20K sh | |
| 7 | Pgim ETF TR PGIM ULTRA SH BD | $9.2M | 185.3K | 2.8% | ▲+266% Added · +135K sh | |
| 8 | Ishares TR ISHS 1-5YR INVS | $8.1M | 153.9K | 2.4% | ▲+5.4% Added · +8K sh | |
| 9 | Apple Inc COM | $7.8M | 26.9K | 2.3% | ▼−16% Reduced · −5K sh | |
| 10 | Alphabet Inc CAP STK CL A | $7.7M | 21.5K | 2.3% | ▼−23% Reduced · −6K sh | |
| 11 | Vanguard Index FDS S&P 500 ETF SHS | $7.6M | 11.0K | 2.3% | ▼−0.4% Reduced · −45 sh | |
| 12 | Ishares TR US AER DEF ETF | $6.8M | 28.1K | 2.1% | ▲+2.7% Added · +743 sh | |
| 13 | Ishares TR CORE MSCI EAFE | $6.5M | 67.6K | 2.0% | ▲~0% Added · +9 sh | |
| 14 | Kinder Morgan Inc Del COM | $5.9M | 183.7K | 1.8% | ▲+8.3% Added · +14K sh | |
| 15 | SPDR Series Trust ST STR SP BIOT | $5.8M | 36.9K | 1.8% | ▼−0.8% Reduced · −308 sh | |
| 16 | Thermo Fisher Scientific Inc COM | $5.5M | 10.9K | 1.6% | ▲+8.6% Added · +860 sh | |
| 17 | Waste Mgmt Inc Del COM | $5.1M | 22.7K | 1.5% | ▼−4.7% Reduced · −1K sh | |
| 18 | Ecolab Inc COM | $4.9M | 17.5K | 1.5% | ▲+0.8% Added · +135 sh | |
| 19 | Newmont Corp COM | $4.8M | 51.4K | 1.4% | ▲+1.0% Added · +497 sh | |
| 20 | Ishares TR CORE S&P500 ETF | $4.6M | 6.1K | 1.4% | ▼−0.7% Reduced · −42 sh | |
| 21 | Northern TR Corp COM | $4.4M | 25.3K | 1.3% | ▼−0.2% Reduced · −42 sh | |
| 22 | Nutrien Ltd COM | $4.4M | 69.0K | 1.3% | ▼−0.4% Reduced · −265 sh | |
| 23 | Procter & Gamble Co COM | $4.0M | 27.5K | 1.2% | ▼−0.1% Reduced · −38 sh | |
| 24 | PPL Corp COM | $4.0M | 110.1K | 1.2% | ▲+4.6% Added · +5K sh | |
| 25 | Union Pac Corp COM | $3.9M | 14.5K | 1.2% | ▲+9.6% Added · +1K sh | |
| 26 | Genuine Parts Co COM | $3.9M | 32.6K | 1.2% | ▲+9.6% Added · +3K sh | |
| 27 | International Business Machs COM | $3.6M | 12.7K | 1.1% | ▼−18% Reduced · −3K sh | |
| 28 | Verizon Communications Inc COM | $3.4M | 81.1K | 1.0% | ▲+2.7% Added · +2K sh | |
| 29 | Telefonaktiebolaget LM Erics ADR B SEK 10 | $3.3M | 297.5K | 1.0% | ▼−2.3% Reduced · −7K sh | |
| 30 | Kimberly-Clark Corp COM | $3.3M | 29.7K | 1.0% | ▲+2.8% Added · +811 sh | |
| 31 | Vaneck ETF Trust GOLD MINERS ETF | $3.1M | 41.3K | 0.9% | ▼−0.1% Reduced · −50 sh | |
| 32 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.1M | 14.6K | 0.9% | ▼−3.2% Reduced · −479 sh | |
| 33 | Morgan Stanley COM NEW | $3.0M | 14.4K | 0.9% | ▼−14% Reduced · −2K sh | |
| 34 | Kraneshares Trust QUADRTC INT RT | $3.0M | 174.5K | 0.9% | ▼−4.0% Reduced · −7K sh | |
| 35 | American Express Co COM | $2.9M | 8.7K | 0.9% | ▼−28% Reduced · −3K sh | |
| 36 | Qualcomm Inc COM | $2.9M | 15.8K | 0.9% | ▼−19% Reduced · −4K sh | |
| 37 | Cisco Sys Inc COM | $2.7M | 22.8K | 0.8% | ▼−7.7% Reduced · −2K sh | |
| 38 | Cameco Corp COM | $2.6M | 25.8K | 0.8% | ▼−1.1% Reduced · −300 sh | |
| 39 | Vanguard Index FDS SMALL CP ETF | $2.6M | 8.5K | 0.8% | —Held | |
| 40 | Ishares TR RUSSELL 3000 ETF | $2.2M | 5.2K | 0.7% | —Held | |
| 41 | SPDR Series Trust SP O&G EQP SERV | $2.1M | 18.4K | 0.6% | —Held | |
| 42 | Vanguard BD Index FDS TOTAL BND MRKT | $2.1M | 28.1K | 0.6% | ▼−1.1% Reduced · −310 sh | |
| 43 | Eli Lilly & Co COM | $2.0M | 1.7K | 0.6% | ▼−20% Reduced · −429 sh | |
| 44 | Intel Corp COM | $2.0M | 14.5K | 0.6% | —Held | |
| 45 | Illinois Tool WKS Inc COM | $2.0M | 7.4K | 0.6% | ▼−23% Reduced · −2K sh | |
| 46 | Danaher Corp Del COM | $2.0M | 10.4K | 0.6% | ▼−21% Reduced · −3K sh | |
| 47 | Vanguard Scottsdale FDS VNG RUS2000IDX | $1.9M | 16.0K | 0.6% | ▼−18% Reduced · −3K sh | |
| 48 | Vanguard Index FDS MID CAP ETF | $1.8M | 22.5K | 0.5% | ▲+300% Added · +17K sh | |
| 49 | Amgen Inc COM | $1.7M | 4.8K | 0.5% | ▼−17% Reduced · −950 sh | |
| 50 | State STR SPDR S&P 500 ETF T TR UNIT | $1.6M | 2.2K | 0.5% | ▲+1.5% Added · +32 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.