Bcs Private Wealth Management Portfolio Shifts: Q2 2026 Insights

As of June 30th, 2026, Bcs Private Wealth Management Inc. maintained its portfolio with a total stock value of $33,102,719.

The investor holds 184 positions across various sectors, with the top five holdings representing approximately 22.9% of the overall allocation. Key allocations include significant stakes in EAGL at 9.33%, BRK-B at 3.79%, JPM at 3.54%, LQD at 3.28%, and AAPL at 2.35%.

This quarter saw notable changes to the portfolio, including significant purchases of new positions:

• PGIM ETF TR (PULS), adding a substantial amount and now representing 2.77% allocation.
• VANGUARD INDEX FDS (VO), which saw its holdings increase by over 300%, now accounting for a small but notable 0.55%.
• NUVEEN MUN HIGH INCOME OPPOR (NMZ), purchased entirely new shares, boosting its allocation to a modest 0.43%.

Conversely, the portfolio experienced significant exits and reductions:

• 2023 ETF SERIES TRUST (EAGL), saw a major reduction of over 27% in its position.
• APPLE INC (AAPL) and others like ALPHABET INC (GOOGL), JPM, MDT, OSCR, BOWL experienced substantial decreases in their respective positions.

Besides these significant moves, the investor also made purchases of other assets:

• KINDER MORGAN INC DEL (KMI), increased its position by about 8.3%.
• DYNATRACE INC (DT) and others like MUJ, KFRC were added entirely new positions.

The portfolio also reflected sales of other assets:

• MEDTRONIC PLC (MDT) was sold entirely, reducing its allocation.
• PEP, COST, RSG were among the significant sales disclosed.

Bcs Private Wealth Management Inc.'s portfolio demonstrates a mix of strategic additions and reductions during Q2 2026. For more detailed information on holdings or performance, please visit Bcs Private Wealth Management Inc..