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

Latest 13F report
Q3 2025 - 28 Oct 2025
Value $
$279M
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 162 stock holdings with total value $279M as of Q3 2025. Top holdings included EAGL, MSFT, JPM, BRKB, and IGSB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 162 $279M +$16.6M -$18.7M -$2.05M EAGL, MSFT, JPM, BRKB, IGSB 13F-HR 27 Oct 2025
Q2 2025 166 $266M $0 $0 EAGL, MSFT, BRKB, JPM, IGSB 13F-HR 14 Aug 2025