Holdings

BCS Wealth Management

As of Jun 30, 2026, BCS Wealth Management reported 88 positions worth US$89.4M. Largest: Procter & Gamble Company (the), Apple Inc and Nvidia Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Procter & Gamble Company (the)95,712US$14Mno changeJun 30, 2026
Apple Inc18,426US$5.33M−195Jun 30, 2026
Nvidia Corporation22,186US$4.44M+2,286Jun 30, 2026
Royal Gold, Inc.20,713US$4.13M+34Jun 30, 2026
Alphabet Inc (google) Class C9,618US$3.44M+192Jun 30, 2026
Amazon.com, Inc.11,302US$2.69M+708Jun 30, 2026
Microsoft Corp.6,651US$2.48M+199Jun 30, 2026
Eli Lilly And Company1,962US$2.35M+137Jun 30, 2026
Caterpillar, Inc.2,045US$2.18Mno changeJun 30, 2026
Merck & Company, Inc.15,887US$2.04M−78Jun 30, 2026