Holdings
BCS Private Wealth Management, Inc.
As of Jun 30, 2026, BCS Private Wealth Management, Inc. reported 119 positions worth US$194M. Largest: Berkshire Hathaway Inc., Jp Morgan Chase & Co. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 25,118 | US$12.6M | −784 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 35,945 | US$11.8M | −3,092 | Jun 30, 2026 |
| Microsoft Corp. | 26,332 | US$9.82M | −5,883 | Jun 30, 2026 |
| Oscar Health, Inc. | 339K | US$9.66M | −20,221 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 23,331 | US$8.34M | −6,665 | Jun 30, 2026 |
| Apple Inc | 26,925 | US$7.79M | −5,096 | Jun 30, 2026 |
| Kinder Morgan, Inc. | 184K | US$5.87M | +14,119 | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 10,915 | US$5.48M | +860 | Jun 30, 2026 |
| Waste Management, Inc. | 22,665 | US$5.05M | −1,110 | Jun 30, 2026 |
| Ecolab Inc. | 17,452 | US$4.88M | +135 | Jun 30, 2026 |