Institutional Fund
Bcs Private Wealth Management, Inc.
Rumson, NJCIK 20440014 filings on record
Portfolio Value
$329.09M
Q1 2026
Holdings
186
Reported positions
New Buys
28
Opened this quarter
QoQ Change
+12.4%
from $292.66M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- 2023 ETF Series Trust12.3%
- Berkshire Hathaway Inc Del3.8%
- Microsoft Corp3.6%
- Jpmorgan Chase & Co.3.5%
- Ishares Tr2.8%
- Apple Inc2.5%
- Other71.5%
Portfolio Holdings
186 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | 2023 ETF Series Trust | 1.33M | $40.54M | 12.3% | +323.0K | Added |
| 2 | Berkshire Hathaway Inc Del | 25.9K | $12.41M | 3.8% | +2.9K | Added |
| 3 | Microsoft Corp | 32.2K | $11.93M | 3.6% | +6.5K | Added |
| 4 | Jpmorgan Chase & Co. | 39.0K | $11.48M | 3.5% | +2.6K | Added |
| 5 | Ishares Tr | 85.2K | $9.29M | 2.8% | +26.5K | Added |
| 6 | Apple Inc | 32.0K | $8.13M | 2.5% | +5.3K | Added |
| 7 | Alphabet Inc | 27.9K | $8.02M | 2.4% | +6.1K | Added |
| 8 | Ishares Tr | 145.9K | $7.67M | 2.3% | −785 | Reduced |
| 9 | Vanguard Index Fds | 11.1K | $6.62M | 2.0% | −414 | Reduced |
| 10 | Ishares Tr | 67.6K | $6.12M | 1.9% | +206 | Added |
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