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BCS Private Wealth Management, Inc.
BCS Private Wealth Management, Inc. is a New Jersey-based SEC-registered investment adviser founded in 2009, focusing on serving individuals, families, institutions, and their professional advisors. The firm provides personalized financial planning, investment management, and comprehensive wealth management services tailored to client needs, operating with fiduciary standards and a commitment to unbiased advice. The team is led by experienced professionals with backgrounds in finance, trust & estate planning, and institutional advisory, catering primarily to high-net-worth individuals and families.
Investment Strategy
BCS Private Wealth Management adopts a client-centric investment strategy centered on personalized financial planning, prudent and diversified investing, and comprehensive wealth management. The firm emphasizes unbiased advice with no proprietary products, enabling them to select investment solutions tailored to clients’ needs. Their approach combines active asset allocation, trust and estate planning, and a disciplined fiduciary process to preserve, grow, and transfer wealth across generations, focusing on the long-term financial goals of individuals and families.
Latest 13F Filing Activity
BCS Private Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 165 equity positions with a total 13F market value of $266M. The fund increased holdings in 2023 Etf Series Trust, Microsoft Corp., Berkshire Hathaway Inc. Del among other positions. BCS Private Wealth Management, Inc. reduced exposure to Edap TMS S A, Nuveen N Y Mun Value FD, Invesco Actvely MNGD Etc FD among others.
Top Holdings
Equity Positions (165)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EAGL | 2023 ETF SERIES TRUST | 11.55% | $30.7M | 1,017,763 | $30.18 | $30.18 | +$30.7M |
M MSFT | MICROSOFT CORP | 4.88% | $13.0M | 26,100 | $497.41 | $497.41 | +$13.0M |
| BERKSHIRE HATHAWAY INC DEL | 4.41% | $11.7M | 24,126 | $485.77 | $485.77 | +$11.7M | |
J JPM | JPMORGAN CHASE & CO. | 4.24% | $11.3M | 38,903 | $289.91 | $289.91 | +$11.3M |
I IGSB | ISHARES TR | 3.43% | $9.1M | 172,695 | $52.76 | $52.76 | +$9.1M |
Industry Allocation
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