CIK 2044001
BCS Private Wealth Management, Inc.
Institutional 13F holdings & portfolio
Holdings
175
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 175
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EAGL | 2023 ETF SERIES TRUST | 1.0M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 26K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 36K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 23K | $1M+ | SH |
| IGSB | ISHARES TR | 147K | $1M+ | SH |
| AAPL | APPLE INC | 27K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| GOOGL | ALPHABET INC | 22K | $1M+ | SH |
| LQD | ISHARES TR | 59K | $1M+ | SH |
| IEFA | ISHARES TR | 67K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 10K | $1M+ | SH |
| ITA | ISHARES TR | 27K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 23K | $1M+ | SH |
| NEM | NEWMONT CORP | 49K | $1M+ | SH |
| OSCR | OSCAR HEALTH INC | 337K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 169K | $1M+ | SH |
| ECL | ECOLAB INC | 17K | $1M+ | SH |
| XBI | SPDR SERIES TRUST | 37K | $1M+ | SH |
| IVV | ISHARES TR | 6K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 14K | $1M+ | SH |
| NTR | NUTRIEN LTD | 66K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 27K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 43K | $1M+ | SH |
| PPL | PPL CORP | 102K | $1M+ | SH |
| IVOL | KRANESHARES TRUST | 184K | $1M+ | SH |
| NTRS | NORTHERN TR CORP | 25K | $1M+ | SH |
| GPC | GENUINE PARTS CO | 28K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 9K | $1M+ | SH |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | 304K | $1M+ | SH |
| UNP | UNION PAC CORP | 13K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 27K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 65K | $1M+ | SH |
| QCOM | QUALCOMM INC | 15K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 13K | $1M+ | SH |
| CCJ | CAMECO CORP | 26K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 32K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| MS | MORGAN STANLEY | 12K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 9K | $1M+ | SH |
| IWV | ISHARES TR | 5K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 8K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 16K | $1M+ | SH |
| IJH | ISHARES TR | 21K | $1M+ | SH |
| NXJ | NUVEEN NEW JERSEY QULT MUN F | 110K | $1M+ | SH |
| XES | SPDR SERIES TRUST | 17K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| PULS | PGIM ETF TR | 24K | $1M+ | SH |