13F Filings History of BCS Private Wealth Management, Inc.

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$292,662,872
Signature - Title
Ashleigh Swayze - Counsel
Location
Rumson, NJ
Summary
This page shows a list of all the recent 13F filings made by BCS Private Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BCS Private Wealth Management, Inc. reported 175 stock holdings with total value $292,662,872 as of Q4 2025. Top holdings included EAGL, MSFT, JPM, BRKB, and IGSB.

Notify me when BCS Private Wealth Management, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 175 $292,662,872 +$25,388,716 -$17,553,251 +$7,835,465 EAGL, MSFT, JPM, BRKB, IGSB 13F-HR 23 Jan 2026, 18:33
Q3 2025 162 $279,346,564 +$16,638,983 -$18,691,750 -$2,052,767 EAGL, MSFT, JPM, BRKB, IGSB 13F-HR 27 Oct 2025, 19:35
Q2 2025 166 $266,008,000 $0 $0 $0 EAGL, MSFT, BRKB, JPM, IGSB 13F-HR 14 Aug 2025, 09:50