BCS Private Wealth Management, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2044001
Institutional-grade research for retail investors
13F Reported Value
ⓘ$329.1M
Holdings
186
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
BCS Private Wealth Management, Inc. disclosed 186 positions worth $329.1M in its Form 13F-HR for Q1 2026, followed by $BRK.B and $MSFT. During the quarter the fund opened 28 new positions and exited 16 — including a new stake in $LUCK and a full exit from $ADBE. The portfolio is most concentrated in Other (37.7% of disclosed assets). All figures are sourced directly from BCS Private Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 2044001.
AI Fund Analysis
Stable2023 ETF SERIES TRUST
12.3% weight
Held 4 quarters
$BRK-A3.8% weight
Held 4 quarters
$MSFT3.6% weight
Held 4 quarters
$JPM3.5% weight
Held 4 quarters
ISHARES TR
2.8% weight
Held 4 quarters
$KMI3 quarters accumulating
$WM3 quarters accumulating
SPDR SERIES TRUST
3 quarters accumulating
$PPL3 quarters accumulating
$VZ3 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsMaterialsIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
2023 ETF SERIES TRUST
—Quality
$40.5M1,332,608 sh- 64.5#634
Quality
$12.4M25,902 sh - 83.7#15
Quality
$11.9M32,215 sh - 35.6
Quality
$11.5M39,037 sh ISHARES TR
—Quality
$9.3M85,242 sh- 76.1
Quality
$8.1M32,021 sh - 80.2
Quality
$8.0M27,887 sh ISHARES TR
—Quality
$7.7M145,921 shVANGUARD INDEX FDS
—Quality
$6.6M11,077 shISHARES TR
—Quality
$6.1M67,566 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 2023 ETF SERIES TRUST | — | $40.5M | 1,332,608 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $12.4M | 25,902 |
| MICROSOFT CORP$MSFT | 83.7#15 | $11.9M | 32,215 |
| JPMORGAN CHASE & CO$JPM | 35.6 | $11.5M | 39,037 |
| ISHARES TR | — | $9.3M | 85,242 |
 Apple Inc.$AAPL | 76.1 | $8.1M | 32,021 |
 Alphabet Inc.$GOOG | 80.2 | $8.0M | 27,887 |
| ISHARES TR | — | $7.7M | 145,921 |
| VANGUARD INDEX FDS | — | $6.6M | 11,077 |
| ISHARES TR | — | $6.1M | 67,566 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BCS Private Wealth Management, Inc.'s 186 positions.
Showing top 10 of 186 holdings.
Sector Allocation
Other
$124.0M
Technology
$51.6M
Financials
$45.3M
Materials
$24.1M
Industrials
$17.8M
Healthcare
$13.9M
Utilities
$13.2M
Consumer Discretionary
$11.2M
Full Holdings — BCS Private Wealth Management, Inc. (Q1 2026)
All 186 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | 2023 ETF SERIES TRUST | $40.5M | 12.3% | +32% | — |
| 2 | $BRK.B | BERKSHIRE HATHAWAY INC | $12.4M | 3.8% | +13% | 64.5 |
| 3 | $MSFT | MICROSOFT CORP | $11.9M | 3.6% | +25% | 83.7 |
| 4 | $JPM | JPMORGAN CHASE & CO | $11.5M | 3.5% | +7% | 35.6 |
| 5 | — | ISHARES TR | $9.3M | 2.8% | +45% | — |
| 6 | $AAPL | Apple Inc. | $8.1M | 2.5% | +20% | 76.1 |
| 7 | $GOOG | Alphabet Inc. | $8.0M | 2.4% | +28% | 80.2 |
| 8 | — | ISHARES TR | $7.7M | 2.3% | -1% | — |
| 9 | — | VANGUARD INDEX FDS | $6.6M | 2.0% | -4% | — |
| 10 | — | ISHARES TR | $6.1M | 1.9% | +0% | — |
| 11 | — | ISHARES TR | $6.0M | 1.8% | +2% | — |
| 12 | $KMI | KINDER MORGAN, INC. | $5.7M | 1.7% | +0% | 74.6 |
| 13 |  $NEM | NEWMONT Corp /DE/ | $5.5M | 1.7% | +4% | 88.3 |
| 14 | $WM | WASTE MANAGEMENT INC | $5.5M | 1.7% | +4% | 70.7 |
| 15 |  $NTR | Nutrien Ltd. | $5.3M | 1.6% | +5% | — |
| 16 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $4.9M | 1.5% | -2% | 63.7 |
| 17 | — | SPDR SERIES TRUST | $4.8M | 1.4% | +1% | — |
| 18 |  $ECL | ECOLAB INC. | $4.6M | 1.4% | -0% | 64.3 |
| 19 |  $OSCR | Oscar Health, Inc. | $4.1M | 1.3% | +6% | 70.4 |
| 20 | $PPL | PPL Corp | $4.1M | 1.2% | +4% | 70.3 |
| 21 | — | ISHARES TR | $4.0M | 1.2% | +0% | — |
| 22 |  $PG | PROCTER & GAMBLE Co | $4.0M | 1.2% | +3% | 72.9 |
| 23 | $VZ | VERIZON COMMUNICATIONS INC | $4.0M | 1.2% | +21% | 71.6 |
| 24 | — | VANECK ETF TRUST | $3.8M | 1.1% | -3% | — |
| 25 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.7M | 1.1% | +11% | 66.7 |
| 26 |  $AXP | AMERICAN EXPRESS CO | $3.6M | 1.1% | +38% | 73.2 |
| 27 |  $NTRS | NORTHERN TRUST CORP | $3.6M | 1.1% | +0% | 71.8 |
| 28 |  $ERIC | ERICSSON LM TELEPHONE CO | $3.4M | 1.0% | +0% | — |
| 29 | — | KRANESHARES TRUST | $3.4M | 1.0% | -1% | — |
| 30 |  $UNP | UNION PACIFIC CORP | $3.2M | 1.0% | +4% | 74 |
| 31 |  $GPC | GENUINE PARTS CO | $3.2M | 1.0% | +7% | 54.2 |
| 32 |  $IVZ | Invesco Ltd. | $2.9M | 0.9% | +18% | — |
| 33 |  $CCJ | CAMECO CORP | $2.8M | 0.9% | +0% | — |
| 34 |  $KMB | KIMBERLY CLARK CORP | $2.8M | 0.9% | +8% | 61.7 |
| 35 |  $MS | MORGAN STANLEY | $2.8M | 0.8% | +40% | — |
| 36 |  $ITW | ILLINOIS TOOL WORKS INC | $2.5M | 0.8% | +25% | 71.2 |
| 37 | — | PGIM ETF TR | $2.5M | 0.8% | +111% | — |
| 38 |  $DHR | DANAHER CORP /DE/ | $2.5M | 0.8% | +44% | 63.9 |
| 39 |  $QCOM | QUALCOMM INC/DE | $2.5M | 0.8% | +28% | 81.9 |
| 40 | — | VANGUARD INDEX FDS | $2.2M | 0.7% | +0% | — |
| 41 | — | SPDR SERIES TRUST | $2.1M | 0.7% | +9% | — |
| 42 | — | VANGUARD BD INDEX FDS | $2.1M | 0.6% | -11% | — |
| 43 |  $AMGN | AMGEN INC | $2.0M | 0.6% | +89% | 79.5 |
| 44 |  $LLY | ELI LILLY & Co | $2.0M | 0.6% | +27% | 89.3 |
| 45 | — | VANGUARD SCOTTSDALE FDS | $1.9M | 0.6% | +22% | — |
| 46 | — | ISHARES TR | $1.9M | 0.6% | +0% | — |
| 47 |  $CSCO | CISCO SYSTEMS, INC. | $1.9M | 0.6% | +67% | 72.3 |
| 48 |  $LUCK | Lucky Strike Entertainment Corp | $1.8M | 0.6% | NEW | 43.4 |
| 49 |  $AMZN | AMAZON COM INC | $1.6M | 0.5% | +47% | 74.6 |
| 50 | — | VANGUARD INDEX FDS | $1.6M | 0.5% | +0% | — |
| 51 |  $OVV | Ovintiv Inc. | $1.5M | 0.5% | +0% | 46.5 |
| 52 |  $SPY | SPDR S&P 500 ETF TRUST | $1.4M | 0.4% | -14% | — |
| 53 |  $MDT | Medtronic plc | $1.4M | 0.4% | +89% | — |
| 54 | — | NUVEEN NEW JERSEY | $1.4M | 0.4% | +0% | — |
| 55 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.3M | 0.4% | +122% | 67 |
| 56 |  $CALM | CAL-MAINE FOODS INC | $1.3M | 0.4% | +16% | 85.7 |
| 57 |  $DUK | Duke Energy CORP | $1.3M | 0.4% | +5% | 64 |
| 58 |  $EIX | EDISON INTERNATIONAL | $1.2M | 0.4% | +0% | 70.7 |
| 59 | — | ISHARES INC | $1.2M | 0.4% | +0% | — |
| 60 |  $AGI | ALAMOS GOLD INC | $1.2M | 0.3% | -6% | — |
| 61 | — | ISHARES TR | $1.1M | 0.3% | -21% | — |
| 62 |  $SE | Sea Ltd | $1.1M | 0.3% | +67% | — |
| 63 | — | SPDR SERIES TRUST | $1.1M | 0.3% | +0% | — |
| 64 |  $TMUS | T-Mobile US, Inc. | $1.0M | 0.3% | +33% | 72.7 |
| 65 | — | VANGUARD MALVERN FDS | $1.0M | 0.3% | +0% | — |
| 66 |  $KVUE | Kenvue Inc. | $937,666 | 0.3% | -4% | 60.2 |
| 67 |  $RSG | REPUBLIC SERVICES, INC. | $929,083 | 0.3% | +197% | 72 |
| 68 |  $META | Meta Platforms, Inc. | $912,547 | 0.3% | +3% | 80.9 |
| 69 | — | ISHARES TR | $907,103 | 0.3% | +0% | — |
| 70 |  $XOM | EXXON MOBIL CORP | $902,252 | 0.3% | -0% | 61.8 |
| 71 |  $HD | HOME DEPOT, INC. | $889,976 | 0.3% | +77% | 69.2 |
| 72 | — | ABRDN ETFS | $883,945 | 0.3% | +2% | — |
| 73 |  $GLW | CORNING INC /NY | $873,063 | 0.3% | -5% | 72.7 |
| 74 |  $PEP | PEPSICO INC | $859,841 | 0.3% | +119% | 62.7 |
| 75 |  $SLV | iShares Silver Trust | $837,781 | 0.3% | -6% | — |
| 76 | — | ISHARES INC | $828,462 | 0.3% | +1% | — |
| 77 |  $ZVIA | Zevia PBC | $818,051 | 0.3% | NEW | 27.5 |
| 78 |  $VSEC | VSE CORP | $814,126 | 0.3% | +0% | 56.4 |
| 79 |  $MRK | Merck & Co., Inc. | $810,080 | 0.3% | +1% | 70.9 |
| 80 |  $GS | GOLDMAN SACHS GROUP INC | $805,175 | 0.2% | +2% | — |
| 81 |  $CASY | CASEYS GENERAL STORES INC | $775,171 | 0.2% | +0% | 59.9 |
| 82 |  $GE | GENERAL ELECTRIC CO | $718,848 | 0.2% | -2% | 74.8 |
| 83 |  $PAAS | PAN AMERICAN SILVER CORP | $713,468 | 0.2% | +31% | — |
| 84 | $META | Meta Platforms, Inc. | $711,100 | 0.2% | +3% | 80.9 |
| 85 |  $BP | BP PLC | $703,167 | 0.2% | +4% | — |
| 86 |  $SHW | SHERWIN WILLIAMS CO | $695,914 | 0.2% | NEW | 65.3 |
| 87 |  $CW | CURTISS WRIGHT CORP | $671,821 | 0.2% | +0% | 70.7 |
| 88 |  $NVT | nVent Electric plc | $667,572 | 0.2% | -1% | — |
| 89 |  $KDP | Keurig Dr Pepper Inc. | $650,637 | 0.2% | +2% | 63.1 |
| 90 |  $NFLX | NETFLIX INC | $646,609 | 0.2% | -1% | 86.7 |
| 91 |  $INTC | INTEL CORP | $641,474 | 0.2% | +0% | 41.5 |
| 92 |  $CL | COLGATE PALMOLIVE CO | $634,964 | 0.2% | +30% | 72.4 |
| 93 |  $WT | WisdomTree, Inc. | $616,844 | 0.2% | +22% | 62.9 |
| 94 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $615,057 | 0.2% | +2% | 66.5 |
| 95 |  $GOOGL | Alphabet Inc. | $606,709 | 0.2% | +17% | 80.2 |
| 96 |  $PWR | QUANTA SERVICES, INC. | $597,883 | 0.2% | -15% | 62.6 |
| 97 |  $GLD | SPDR GOLD TRUST | $579,601 | 0.2% | +5% | — |
| 98 |  $BA | BOEING CO | $578,580 | 0.2% | -1% | 51.8 |
| 99 |  $FDX | FEDEX CORP | $572,208 | 0.2% | +33% | 60.3 |
| 100 |  $DHI | HORTON D R INC /DE/ | $560,544 | 0.2% | +131% | 54.6 |
| 101 | — | ISHARES TR | $559,525 | 0.2% | +0% | — |
| 102 | — | ISHARES TR | $555,542 | 0.2% | +11% | — |
| 103 |  $MSI | Motorola Solutions, Inc. | $550,938 | 0.2% | +0% | 73.8 |
| 104 |  $CTAS | CINTAS CORP | $549,536 | 0.2% | NEW | 76.3 |
| 105 | — | SELECT SECTOR SPDR TR | $540,313 | 0.2% | NEW | — |
| 106 | — | ISHARES TR | $535,749 | 0.2% | +79% | — |
| 107 |  $HCA | HCA Healthcare, Inc. | $533,341 | 0.2% | +0% | 70.5 |
| 108 |  $APG | APi Group Corp | $533,203 | 0.2% | +2% | 61.3 |
| 109 |  $MOD | MODINE MANUFACTURING CO | $532,023 | 0.2% | -21% | 48.8 |
| 110 |  $CBOE | Cboe Global Markets, Inc. | $522,509 | 0.2% | +0% | 81.2 |
| 111 |  $FLS | FLOWSERVE CORP | $515,741 | 0.2% | +1% | 66.2 |
| 112 | — | ISHARES TR | $508,400 | 0.1% | +3% | — |
| 113 |  $ILMN | ILLUMINA, INC. | $499,203 | 0.1% | NEW | 62.5 |
| 114 | — | ISHARES TR | $491,012 | 0.1% | +0% | — |
| 115 |  $KO | COCA COLA CO | $484,469 | 0.1% | +6% | 74 |
| 116 | — | SPDR SERIES TRUST | $481,110 | 0.1% | +0% | — |
| 117 | $IVZ | Invesco Ltd. | $477,400 | 0.1% | +0% | — |
| 118 |  $CVS | CVS HEALTH Corp | $456,201 | 0.1% | +4% | 51.3 |
| 119 |  $HOLX | HOLOGIC INC | $450,138 | 0.1% | -2% | 62.3 |
| 120 |  $NBB | Nuveen Taxable Municipal Income Fund | $419,517 | 0.1% | +0% | — |
| 121 |  $WMB | WILLIAMS COMPANIES, INC. | $418,849 | 0.1% | +2% | 72.8 |
| 122 |  $LOW | LOWES COMPANIES INC | $409,710 | 0.1% | +0% | 63.5 |
| 123 |  $IAU | ISHARES GOLD TRUST | $408,710 | 0.1% | +0% | — |
| 124 |  $LH | LABCORP HOLDINGS INC. | $403,417 | 0.1% | +2% | 54.8 |
| 125 |  $DGX | QUEST DIAGNOSTICS INC | $391,960 | 0.1% | -1% | 69.1 |
| 126 |  $GEHC | GE HealthCare Technologies Inc. | $391,134 | 0.1% | +1% | 58.2 |
| 127 |  $MSA | MSA Safety Inc | $389,217 | 0.1% | -1% | 59.1 |
| 128 |  $AMTM | Amentum Holdings, Inc. | $381,394 | 0.1% | +22% | 55.6 |
| 129 |  $HURN | Huron Consulting Group Inc. | $379,920 | 0.1% | +8% | 55.5 |
| 130 |  $BX | Blackstone Inc. | $379,467 | 0.1% | NEW | 68 |
| 131 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $375,964 | 0.1% | NEW | 58.8 |
| 132 | — | ISHARES TR | $374,110 | 0.1% | +0% | — |
| 133 |  $AIR | AAR CORP | $371,069 | 0.1% | +1% | 65.3 |
| 134 |  $WAT | WATERS CORP /DE/ | $367,783 | 0.1% | NEW | 69.9 |
| 135 |  $DIS | Walt Disney Co | $366,726 | 0.1% | +23% | 68.9 |
| 136 | — | SPDR SERIES TRUST | $363,660 | 0.1% | +0% | — |
| 137 |  $SBUX | STARBUCKS CORP | $362,571 | 0.1% | +25% | 54.6 |
| 138 |  $CVX | CHEVRON CORP | $361,868 | 0.1% | +0% | 54.7 |
| 139 |  $AIZ | ASSURANT, INC. | $348,932 | 0.1% | +4% | 62.6 |
| 140 |  $IQV | IQVIA HOLDINGS INC. | $345,173 | 0.1% | +30% | 59.7 |
| 141 |  $STT | STATE STREET CORP | $343,990 | 0.1% | +0% | 61.5 |
| 142 |  $PLMR | Palomar Holdings, Inc. | $342,965 | 0.1% | NEW | 77.5 |
| 143 |  $PLUS | EPLUS INC | $322,446 | 0.1% | +3% | 56 |
| 144 | — | VANGUARD SCOTTSDALE FDS | $317,714 | 0.1% | +5% | — |
| 145 |  $AJG | Arthur J. Gallagher & Co. | $312,308 | 0.1% | NEW | 72.1 |
| 146 |  $APH | AMPHENOL CORP /DE/ | $309,607 | 0.1% | NEW | 80.5 |
| 147 |  $V | VISA INC. | $309,494 | 0.1% | +0% | 83.5 |
| 148 |  $WRB | BERKLEY W R CORP | $307,473 | 0.1% | NEW | 71.8 |
| 149 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $306,268 | 0.1% | NEW | 59.5 |
| 150 |  $CHWY | Chewy, Inc. | $303,750 | 0.1% | NEW | 61.3 |
| 151 |  $PGR | PROGRESSIVE CORP/OH/ | $299,342 | 0.1% | NEW | 83.6 |
| 152 |  $NKE | NIKE, Inc. | $298,088 | 0.1% | +8% | 53.4 |
| 153 | — | VANGUARD STAR FDS | $296,334 | 0.1% | +0% | — |
| 154 |  $GTLB | Gitlab Inc. | $292,465 | 0.1% | +0% | 54.1 |
| 155 |  $NVDA | NVIDIA CORP | $282,021 | 0.1% | -8% | 90.2 |
| 156 |  $SO | SOUTHERN CO | $280,391 | 0.1% | -7% | 65.1 |
| 157 | — | ISHARES TR | $277,209 | 0.1% | -23% | — |
| 158 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $272,957 | 0.1% | +0% | — |
| 159 |  $DLR | DIGITAL REALTY TRUST, INC. | $269,234 | 0.1% | -6% | 70.2 |
| 160 |  $PH | Parker-Hannifin Corp | $266,782 | 0.1% | NEW | 73.8 |
| 161 |  $COF | CAPITAL ONE FINANCIAL CORP | $259,598 | 0.1% | NEW | 71 |
| 162 |  $EXP | EAGLE MATERIALS INC | $257,789 | 0.1% | -0% | 62.7 |
| 163 | — | ISHARES TR | $256,034 | 0.1% | +0% | — |
| 164 | — | GMO ETF TRUST | $250,945 | 0.1% | NEW | — |
| 165 |  $MESO | MESOBLAST LTD | $246,080 | 0.1% | +0% | — |
| 166 | $WT | WisdomTree, Inc. | $244,800 | 0.1% | +33% | 62.9 |
| 167 |  $URI | UNITED RENTALS, INC. | $243,339 | 0.1% | +0% | 70.7 |
| 168 | — | ISHARES TR | $242,300 | 0.1% | +0% | — |
| 169 |  $NRK | NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | $239,590 | 0.1% | -5% | — |
| 170 |  $MCO | MOODYS CORP /DE/ | $233,830 | 0.1% | NEW | 81.3 |
| 171 |  $SHEL | Shell plc | $233,098 | 0.1% | NEW | — |
| 172 |  $AGX | ARGAN INC | $232,566 | 0.1% | NEW | 79.2 |
| 173 | — | RBB FD INC | $226,927 | 0.1% | +0% | — |
| 174 |  $MA | Mastercard Inc | $225,347 | 0.1% | NEW | 81.7 |
| 175 |  $DJP | BARCLAYS BANK PLC | $221,444 | 0.1% | NEW | — |
| 176 |  $AVGO | Broadcom Inc. | $220,371 | 0.1% | -33% | 86.4 |
| 177 | — | VANGUARD INTL EQUITY INDEX F | $220,092 | 0.1% | NEW | — |
| 178 |  $INGR | Ingredion Inc | $213,603 | 0.1% | +0% | 58.3 |
| 179 |  $DLTR | DOLLAR TREE, INC. | $213,545 | 0.1% | +0% | 53.2 |
| 180 | — | ISHARES TR | $212,480 | 0.1% | +0% | — |
| 181 |  $DE | DEERE & CO | $208,511 | 0.1% | NEW | 57.4 |
| 182 |  $JBS | JBS N.V. | $205,283 | 0.1% | NEW | — |
| 183 |  $WELL | WELLTOWER INC. | $200,280 | 0.1% | NEW | 75.7 |
| 184 | $IVZ | Invesco Ltd. | $194,244 | 0.1% | +0% | — |
| 185 |  $UFI | UNIFI INC | $155,067 | 0.1% | +0% | 29.9 |
| 186 |  $NNY | NUVEEN NEW YORK MUNICIPAL VALUE FUND | $125,693 | 0.0% | +0% | — |
New Positions (28)
$LUCK Lucky Strike Entertainment Corp$1.8M$ZVIA Zevia PBC$818,051$SHW SHERWIN WILLIAMS CO$695,914$CTAS CINTAS CORP$549,536 SELECT SECTOR SPDR TR$540,313
$ILMN ILLUMINA, INC.$499,203$BX Blackstone Inc.$379,467$BJ BJ's Wholesale Club Holdings, Inc.$375,964$WAT WATERS CORP /DE/$367,783$PLMR Palomar Holdings, Inc.$342,965$AJG Arthur J. Gallagher & Co.$312,308$APH AMPHENOL CORP /DE/$309,607$WRB BERKLEY W R CORP$307,473$AIG AMERICAN INTERNATIONAL GROUP, INC.$306,268$CHWY Chewy, Inc.$303,750Exited Positions (16)
$ADBE ADOBE INC.
$WAY Waystar Holding Corp.
$XYZ Block, Inc.
$FISV FISERV INC
$KKR KKR & Co. Inc.
$ABT ABBOTT LABORATORIES
$THRM Gentherm Inc
$APO Apollo Global Management, Inc.
$SCI SERVICE CORP INTERNATIONAL
$SSNC SS&C Technologies Holdings Inc
$GPK GRAPHIC PACKAGING HOLDING CO
$VRRM VERRA MOBILITY Corp
$PFE PFIZER INC
$VITL Vital Farms, Inc.
$ABBV AbbVie Inc.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: BCS Private Wealth Management, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For BCS Private Wealth Management, Inc. (SEC CIK: 2044001), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in BCS Private Wealth Management, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.