1y return+13.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2025: $114 against $121 in the S&P 500.2
BCS Private Wealth Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| EAGL2023 Etf Series Trust | $31.0M | 9.3% | −27.7% |
| BRK/BBerkshire Hathaway Inc Del | $12.6M | 3.8% | −3.0% |
| JPMJpmorgan Chase & Co | $11.8M | 3.5% | −7.9% |
| LQDIshares Tr | $10.9M | 3.3% | +17.3% |
| MSFTMicrosoft Corp | $9.8M | 3.0% | −18.3% |
| OSCROscar Health Inc | $9.7M | 2.9% | −5.6% |
| PULSPgim Etf Tr | $9.2M | 2.8% | +265.6% |
| IGSBIshares Tr | $8.1M | 2.4% | +5.4% |
| AAPLApple Inc | $7.8M | 2.3% | −15.9% |
| GOOGLAlphabet Inc | $7.7M | 2.3% | −22.8% |
| VOOVanguard Index Fds | $7.6M | 2.3% | |
| ITAIshares Tr | $6.8M | 2.1% | +2.7% |
| IEFAIshares Tr | $6.5M | 2.0% | |
| KMIKinder Morgan Inc Del | $5.9M | 1.8% | +8.3% |
| XBISpdr Series Trust | $5.8M | 1.8% | |
| TMOThermo Fisher Scientific Inc | $5.5M | 1.6% | +8.6% |
| WMWaste Mgmt Inc Del | $5.1M | 1.5% | −4.7% |
| ECLEcolab Inc | $4.9M | 1.5% | |
| NEMNewmont Corp | $4.8M | 1.4% | |
| IVVIshares Tr | $4.6M | 1.4% | |
| NTRSNorthern Tr Corp | $4.4M | 1.3% | |
| NTRNutrien Ltd | $4.4M | 1.3% | |
| PGProcter & Gamble Co | $4.0M | 1.2% | |
| PPLPpl Corp | $4.0M | 1.2% | +4.6% |
| UNPUnion Pac Corp | $3.9M | 1.2% | +9.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2025 | +102.8% | $7.7M |
| XBISpdr Series Trust | June 30, 2025 | +90.8% | $5.8M |
| CSCOCisco Sys Inc | June 30, 2025 | +69.3% | $2.7M |
| NEMNewmont Corp | June 30, 2025 | +60.3% | $4.8M |
| MSMorgan Stanley | June 30, 2025 | +48.4% | $3.0M |
| GDXVaneck Etf Trust | June 30, 2025 | +44.9% | $3.1M |
| AAPLApple Inc | June 30, 2025 | +41.0% | $7.8M |
| CCJCameco Corp | June 30, 2025 | +37.2% | $2.6M |
| NTRSNorthern Tr Corp | June 30, 2025 | +37.1% | $4.4M |
| OSCROscar Health Inc | June 30, 2025 | +33.0% | $9.7M |
Sold off last quarter
- XNXJXNuveen New Jersey was $1.4M
- SHWSherwin Williams Co was $696K
- DTHWisdomtree Tr was $617K
- CTASCintas Corp was $550K
- FLSFlowserve Corp was $516K
- Hologic IncCUSIP 436440101 was $450K
- GEHCGe Healthcare Technologies I was $391K
- AMTMAmentum Holdings Inc was $381K
- HURNHuron Consulting Group Inc was $380K
- BXBlackstone Inc was $379K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.6% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: BCS Private Wealth Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2044001&type=13F-HR&dateb=&owner=include&count=40CIK 2044001
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2044001/000204400126000003/Filed July 31, 2026 · accession 0002044001-26-000003