BCS Private Wealth Management, Inc.: 13F holdings
CIK 20440012026Q2
| Positions | 187 |
|---|---|
| Reported value | $332.1m |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| 2023 ETF SERIES TRUST | 963,385 | $31.0m | 9.3% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 25,118 | $12.6m | 3.8% |
| JPM JPMORGAN CHASE & CO | 35,945 | $11.8m | 3.5% |
| LQD ISHARES TR | 99,972 | $10.9m | 3.3% |
| MSFT MICROSOFT CORP | 26,332 | $9.8m | 3.0% |
| OSCR OSCAR HEALTH INC | 338,885 | $9.7m | 2.9% |
| PULS PGIM ETF TR | 185,341 | $9.2m | 2.8% |
| IGSB ISHARES TR | 153,852 | $8.1m | 2.4% |
| AAPL APPLE INC | 26,925 | $7.8m | 2.3% |
| GOOGL ALPHABET INC | 21,537 | $7.7m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2044001")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.