account_balance
Investment manager · 13F filer · SEC CIK 2044001
BCS Private Wealth Management, Inc.
Reported value$366Mas of Sep 30, 2026
Positions197 26 new, 16 sold out
Top 10 weight40.2%EAGL alone is 11%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
EAGL2023 ETF Series Trust
11.4%Added +27%
LQDiShares Tr
4.5%Added +60%
MSFTMicrosoft Corp
4.2%Added +14%
JPMJPMorgan Chase & Co
3.7%Added +13%
BRK-BBerkshire Hathaway Inc
3.6%Added +5%
AAPLApple Inc
2.9%Added +17%
OSCROscar Health Inc
2.7%Trimmed −4%
PULSPgim ETF Tr
2.7%Added +7%
GOOGLAlphabet Inc
2.5%Added +26%
IGSBiShares Tr
2.1%Trimmed −3%
TMOThermo Fisher Scientific Inc
2.0%
VOOVanguard Index FDS
2.0%Trimmed −7%
EAGL2023 ETF Series Trust
11.4%Added +27%
LQD4.5%
MSFTMicrosoft Corp
4.2%Added +14%
JPMJPMorgan Chase & Co
3.7%Added +13%
BRK-BBerkshire Hathaway Inc
3.6%Added +5%
AAPL2.9%OSCR2.7%PULS2.7%
GOOGL2.5%IGSB2.1%
TMO2.0%VOO2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EAGL 2023 ETF Series Trust 11.4% Added +27%
LQD iShares Tr 4.5% Added +60%
MSFT Microsoft Corp 4.2% Added +14%JPM JPMorgan Chase & Co 3.7% Added +13%BRK-B Berkshire Hathaway Inc 3.6% Added +5%AAPL Apple Inc 2.9% Added +17%OSCR Oscar Health Inc 2.7% Trimmed −4%PULS Pgim ETF Tr 2.7% Added +7%
GOOGL Alphabet Inc 2.5% Added +26%IGSB iShares Tr 2.1% Trimmed −3%
TMO Thermo Fisher Scientific Inc 2.0% HeldVOO Vanguard Index FDS 2.0% Trimmed −7%
What changed