BCS Private Wealth Management, Inc.
All 13F Filings
- Location
- Rumson, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 332,054
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 187 | 332,054 | 13F-HR | BCS Private Wealth Management, Inc. |
| Q1 2026 | 4/21/2026 | 186 | 329,089 | 13F-HR | BCS Private Wealth Management, Inc. |
| Q4 2025 | 1/26/2026 | 175 | 292,663 | 13F-HR | BCS Private Wealth Management, Inc. |
| Q3 2025 | 10/28/2025 | 162 | 279,347 | 13F-HR | BCS Private Wealth Management, Inc. |
| Q2 2025 | 8/14/2025 | 166 | 266,008 | 13F-HR | BCS Private Wealth Management, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 201 K | 61.1% | 0 | 1.301 K | -1.301 K |
| ETFs | 127.2 K | 38.7% | 4.537 K | 0 | 4.537 K |
| Debt | 825 | 0.3% | 114 | 0 | 114 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
332,054
Holdings
187
QoQ value change ($000)
2,965
(0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.