BCS Private Wealth Management, Inc. - Portfolio overview

BCS Private Wealth Management, Inc. has 205 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. EAGL - 2023 ETF SERIES TRUST, 12.04%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 3.69%
3. MSFT - MICROSOFT CORP, 3.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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