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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.46B
$4.68 Million 1.86% of portfolio
337,403
Q4 2025 Reduced 5.67%
$3.99B
$1.27 Million 0.5% of portfolio
14,025
Q4 2025 New
$9.96B
$974,000 0.39% of portfolio
24,900
Q4 2025 New
$2.19B
$755,000 0.3% of portfolio
4,415
Q4 2025 Reduced 13.21%
$3.86B
$599,000 0.24% of portfolio
13,515
Q4 2025 New
$8.73B
$481,000 0.19% of portfolio
12,884
Q4 2025 Reduced 1.9%
$8.78B
$465,000 0.19% of portfolio
6,925
Q4 2025 Reduced 0.72%
$3.44B
$455,000 0.18% of portfolio
2,755
Q4 2025 Reduced 1.08%
$6.87B
$412,000 0.16% of portfolio
3,125
Q4 2025 Reduced 30.94%
$2.43B
$375,000 0.15% of portfolio
4,160
Q4 2025 Added 13.04%
$8.11B
$385,000 0.15% of portfolio
10,000
Q4 2025 New
$6.13B
$375,000 0.15% of portfolio
2,404
Q4 2025 Reduced 1.64%
$4.93B
$296,000 0.12% of portfolio
18,485
Q4 2025 New
$2.9B
$273,000 0.11% of portfolio
3,340
Q4 2025 Reduced 2.91%
$7.44B
$275,000 0.11% of portfolio
1,364
Q4 2025 Reduced 24.18%
$3.55B
$283,000 0.11% of portfolio
12,225
Q4 2025 Reduced 5.42%

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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