Bcs Private Wealth Management, Inc. Portfolio Holdings

Bcs Private Wealth Management, Inc.

  • $251 Million
  • Q4 2025

Bcs Private Wealth Management, Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $251 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $13.1M, Berkshire Hathaway Inc Class B with a value of $11.7M, Jpmorgan Chase & CO with a value of $10.9M, Ishares Trust Ishares 1 5 Year with a value of $7.75M, and Apple Inc. with a value of $7.14M.

Examining the 13F form we can see an increase of $6.35M in the current position value, from $245M to 251M.

Bcs Private Wealth Management, Inc. is based out at Rumson, NJ

Below you can find more details about Bcs Private Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $251 Million
ETFs: $79.8 Million
Technology: $35.9 Million
Financial Services: $35.8 Million
Healthcare: $19.6 Million
Industrials: $17 Million
Basic Materials: $14.2 Million
Communication Services: $12 Million
Consumer Defensive: $11 Million
Other: $25.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$13.1 Million 5.2% of portfolio
25,727
Q4 2025 Reduced 2.1%
$662B
$11.7 Million 4.67% of portfolio
23,023
Q4 2025 Reduced 3.5%
$881B
$10.9 Million 4.35% of portfolio
36,390
Q4 2025 Reduced 5.71%
$0
$7.75 Million 3.09% of portfolio
146,706
Q4 2025 Reduced 12.46%
$4.3T
$7.14 Million 2.84% of portfolio
26,703
Q4 2025 Reduced 0.97%
$0
$7.1 Million 2.83% of portfolio
11,491
Q4 2025 Added 26.82%
$0
$6.48 Million 2.58% of portfolio
58,780
Q4 2025 Added 54.04%
$1.65T
$6.03 Million 2.4% of portfolio
21,806
Q4 2025 Reduced 1.8%
$0
$5.98 Million 2.38% of portfolio
67,360
Q4 2025 Reduced 1.83%
$222B
$5.81 Million 2.31% of portfolio
10,251
Q4 2025 Reduced 5.44%
$0
$5.52 Million 2.2% of portfolio
26,826
Q4 2025 Reduced 0.15%
$85.9B
$4.76 Million 1.9% of portfolio
22,769
Q4 2025 Added 1.48%
$2.46B
$4.68 Million 1.86% of portfolio
337,403
Q4 2025 Reduced 5.67%
$61.6B
$4.64 Million 1.85% of portfolio
169,281
Q4 2025 Added 0.06%
$73.7B
$4.49 Million 1.79% of portfolio
17,352
Q4 2025 Added 0.11%
$69.1B
$4.25 Million 1.69% of portfolio
48,748
Q4 2025 Reduced 26.04%
$0
$4.17 Million 1.66% of portfolio
6,178
Q4 2025 Reduced 0.72%
$266B
$4.14 Million 1.65% of portfolio
13,925
Q4 2025 Reduced 1.39%
$32B
$3.91 Million 1.56% of portfolio
65,913
Q4 2025 Added 501.51%
$346B
$3.91 Million 1.55% of portfolio
26,785
Q4 2025 Reduced 5.51%
$27.1B
$3.73 Million 1.49% of portfolio
101,584
Q4 2025 Added 0.69%
$0
$3.54 Million 1.41% of portfolio
184,075
Q4 2025 Reduced 0.47%
$18B
$3.54 Million 1.41% of portfolio
27,855
Q4 2025 Added 0.06%
$0
$3.24 Million 1.29% of portfolio
42,510
Q4 2025 Added 23.6%
$26.6B
$3.23 Million 1.28% of portfolio
25,325
Q4 2025 Added 0.46%
$32.4B
$2.95 Million 1.18% of portfolio
303,835
Q4 2025 Reduced 0.62%
$255B
$2.95 Million 1.17% of portfolio
8,650
Q4 2025 Reduced 7.2%
$35.1B
$2.78 Million 1.11% of portfolio
26,762
Q4 2025 Added 52.04%
$136B
$2.8 Million 1.11% of portfolio
12,661
Q4 2025 Reduced 10.56%
$172B
$2.67 Million 1.06% of portfolio
65,218
Q4 2025 Added 10.21%
$187B
$2.53 Million 1.01% of portfolio
15,202
Q4 2025 Reduced 2.96%
$0
$2.37 Million 0.95% of portfolio
32,015
Q4 2025 Added 8.62%
$0
$2.39 Million 0.95% of portfolio
12,759
Q4 2025 Reduced 2.51%
$36.7B
$2.21 Million 0.88% of portfolio
26,044
Q4 2025 Reduced 18.44%
$0
$2.13 Million 0.85% of portfolio
8,529
Q4 2025 Reduced 0.7%
$160B
$2.02 Million 0.8% of portfolio
9,144
Q2 2025 New
$0
$1.98 Million 0.79% of portfolio
5,211
Q4 2025 Reduced 0.57%
$270B
$1.9 Million 0.76% of portfolio
11,947
Q2 2025 New
$74.9B
$1.89 Million 0.75% of portfolio
7,750
Q2 2025 New
$971B
$1.71 Million 0.68% of portfolio
1,678
Q3 2025 Added 2.44%
$0
$1.66 Million 0.66% of portfolio
2,493
Q4 2025 Reduced 11.06%
$0
$1.61 Million 0.64% of portfolio
5,617
Q3 2025 Added 0.34%
$0
$1.53 Million 0.61% of portfolio
15,950
Q4 2025 Reduced 2.45%
$0
$1.41 Million 0.56% of portfolio
110,450
Q4 2025 Added 2.98%
$0
$1.35 Million 0.54% of portfolio
16,900
Q4 2025 New
$0
$1.37 Million 0.54% of portfolio
21,270
Q4 2025 Reduced 1.3%
$3.99B
$1.27 Million 0.5% of portfolio
14,025
Q4 2025 New
$2.39T
$1.27 Million 0.5% of portfolio
5,392
Q4 2025 Added 21.03%
$0
$1.2 Million 0.48% of portfolio
24,060
Q4 2025 Added 135.31%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $251 Million
  • Prior Value $245 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 27 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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