BCS Private Wealth Management, Inc.
Q2 2026 13F filing
Updated 43 days ago187 disclosed positions worth $332.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A 2023 ETF SERIES TRUST | $31M | 963.4K | 9.33% | Trimmed(-27.7%) |
| 2 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $12.6M | 25.1K | 3.79% | Trimmed(-3.0%) |
| 3 | J JPM-PM JPMORGAN CHASE & CO | $11.8M | 35.9K | 3.54% | Trimmed(-7.9%) |
| 4 | B BLK ISHARES TR | $10.9M | 100.0K | 3.28% | Added(+17.3%) |
| 5 | M MSFT MICROSOFT CORP | $9.8M | 26.3K | 2.96% | Trimmed(-18.3%) |
| 6 | O OSCR OSCAR HEALTH INC | $9.7M | 338.9K | 2.91% | Trimmed(-5.6%) |
| 7 | ? N/A PGIM ETF TR | $9.2M | 185.3K | 2.77% | Added(+265.6%) |
| 8 | E ETHA ISHARES TR | $8.1M | 153.9K | 2.43% | Added(+5.4%) |
| 9 | A AAPL APPLE INC | $7.8M | 26.9K | 2.35% | Trimmed(-15.9%) |
| 10 | G GOOGN ALPHABET INC | $7.7M | 21.5K | 2.32% | Trimmed(-22.8%) |
| 11 | V VGES VANGUARD INDEX FDS | $7.6M | 11.0K | 2.28% | Trimmed(-0.4%) |
| 12 | E ETHA ISHARES TR | $6.8M | 28.1K | 2.05% | Added(+2.7%) |
| 13 | E ETHA ISHARES TR | $6.5M | 67.6K | 1.97% | Added(+0.0%) |
| 14 | E EP-PC KINDER MORGAN INC DEL | $5.9M | 183.7K | 1.77% | Added(+8.3%) |
| 15 | S STT-PG SPDR SERIES TRUST | $5.8M | 36.9K | 1.76% | Trimmed(-0.8%) |
| 16 | T TMO THERMO FISHER SCIENTIFIC INC | $5.5M | 10.9K | 1.65% | Added(+8.6%) |
| 17 | W WM WASTE MGMT INC DEL | $5.1M | 22.7K | 1.52% | Trimmed(-4.7%) |
| 18 | E ECL ECOLAB INC | $4.9M | 17.5K | 1.47% | Added(+0.8%) |
| 19 | N NEMCL NEWMONT CORP | $4.8M | 51.4K | 1.45% | Added(+1.0%) |
| 20 | E ETHA ISHARES TR | $4.6M | 6.1K | 1.38% | Trimmed(-0.7%) |
| 21 | N NTRSO NORTHERN TR CORP | $4.4M | 25.3K | 1.33% | Trimmed(-0.2%) |
| 22 | N NTR NUTRIEN LTD | $4.4M | 69.0K | 1.32% | Trimmed(-0.4%) |
| 23 | P PG PROCTER & GAMBLE CO | $4M | 27.5K | 1.22% | Trimmed(-0.1%) |
| 24 | P PPLC PPL CORP | $4M | 110.1K | 1.21% | Added(+4.6%) |
| 25 | U UNP UNION PAC CORP | $3.9M | 14.5K | 1.19% | Added(+9.6%) |
| 26 | G GPC GENUINE PARTS CO | $3.9M | 32.6K | 1.17% | Added(+9.6%) |
| 27 | I IBM INTERNATIONAL BUSINESS MACHS | $3.6M | 12.7K | 1.07% | Trimmed(-17.7%) |
| 28 | V VZ VERIZON COMMUNICATIONS INC | $3.4M | 81.1K | 1.03% | Added(+2.7%) |
| 29 | E ERIXF TELEFONAKTIEBOLAGET LM ERICS | $3.3M | 297.5K | 1.00% | Trimmed(-2.3%) |
| 30 | K KMB KIMBERLY-CLARK CORP | $3.3M | 29.7K | 0.99% | Added(+2.8%) |
| 31 | H HODL VANECK ETF TRUST | $3.1M | 41.3K | 0.94% | Trimmed(-0.1%) |
| 32 | I IVZ INVESCO EXCHANGE TRADED FD T | $3.1M | 14.6K | 0.94% | Trimmed(-3.2%) |
| 33 | M MS-PP MORGAN STANLEY | $3M | 14.4K | 0.91% | Trimmed(-13.9%) |
| 34 | ? N/A KRANESHARES TRUST | $3M | 174.5K | 0.91% | Trimmed(-4.1%) |
| 35 | A AXP AMERICAN EXPRESS CO | $2.9M | 8.7K | 0.88% | Trimmed(-27.6%) |
| 36 | Q QCOM QUALCOMM INC | $2.9M | 15.8K | 0.88% | Trimmed(-18.5%) |
| 37 | C CSCO CISCO SYS INC | $2.7M | 22.8K | 0.81% | Trimmed(-7.7%) |
| 38 | C CCJ CAMECO CORP | $2.6M | 25.8K | 0.79% | Trimmed(-1.1%) |
| 39 | V VGES VANGUARD INDEX FDS | $2.6M | 8.5K | 0.78% | Unchanged |
| 40 | E ETHA ISHARES TR | $2.2M | 5.2K | 0.67% | Unchanged |
| 41 | S STT-PG SPDR SERIES TRUST | $2.1M | 18.4K | 0.62% | Unchanged |
| 42 | V VGES VANGUARD BD INDEX FDS | $2.1M | 28.1K | 0.62% | Trimmed(-1.1%) |
| 43 | L LLY ELI LILLY & CO | $2M | 1.7K | 0.62% | Trimmed(-20.1%) |
| 44 | I INTC INTEL CORP | $2M | 14.5K | 0.61% | Unchanged |
| 45 | I ITW ILLINOIS TOOL WKS INC | $2M | 7.4K | 0.61% | Trimmed(-23.3%) |
| 46 | D DHR DANAHER CORP DEL | $2M | 10.4K | 0.60% | Trimmed(-21.3%) |
| 47 | V VGES VANGUARD SCOTTSDALE FDS | $1.9M | 16.0K | 0.58% | Trimmed(-18.0%) |
| 48 | V VGES VANGUARD INDEX FDS | $1.8M | 22.5K | 0.55% | Added(+300.0%) |
| 49 | A AMGN AMGEN INC | $1.7M | 4.8K | 0.52% | Trimmed(-16.5%) |
| 50 | S SPY STATE STR SPDR S&P 500 ETF T | $1.6M | 2.2K | 0.49% | Added(+1.5%) |