BCS Private Wealth Management, Inc. holds a diversified book of 187 reported positions 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 reported non-option book. Cloning the disclosed picks since 2025 would be +20% (+17.9%/yr). That is a simulation of the disclosed long book, not audited returns.
BCS Private Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning BCS Private Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+5 sectors below the cut, 8% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as BCS Private Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 34 / 80 | $1.0B |
| Marest Capital, LLC | 11 / 80 | $157.3M |
| JBF Capital, Inc. | 10 / 80 | $595.3M |
| Daniel Investment Group, Inc. | 12 / 80 | $126.4M |
| Independent Investors Inc | 22 / 80 | $386.2M |
| Roth Financial Partners LLC | 13 / 80 | $237.9M |
| Trust Asset Management LLC | 24 / 80 | $1.1B |
| Founders Capital Management, LLC | 17 / 80 | $460.4M |
Ranked by the share of each fund's own book sitting in the names it shares with BCS Private Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.