BCS Private Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Rumson, NJ
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
186
Total value ($000)
$329,089
Net value change ($000)
+36,426 (12.4%)
New positions
28
Sold out positions
17
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EAGL 7,768 23.7%
LQD 2,814 43.4%
LUCK 1,801 NEW
PULS 1,320 110.1%
VZ 1,308 49.2%
GOOGL 1,194 17.5%
NTR 1,163 28.3%
KMI 1,031 22.2%
AMGN 1,025 102.7%
AAPL 868 12.0%
Top Reduces (Value $000, Stocks/ETFs)
TMO -997 -16.8%
OSCR -729 -15.0%
VOO -587 -8.1%
MSFT -517 -4.2%
ADBE -468 -100.0%
WAY -457 -100.0%
XYZ -413 -100.0%
IBM -393 -9.5%
FISV -359 -100.0%
KKR -345 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type