BCS Private Wealth Management, Inc. ETF holdings
Rumson, NJ
Reported $132.3M in 55 ETFs in its Form 13F for June 30, 2026.
ETF value
$132.3M
ETFs held
55
Change from prior quarter
+2.6%
With price moves
ETFs as a share of its 13F
39.9%
of $332.1M
Top 10 of 55 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| EAGL | Eagle Capital Select Equity ETF | $31.0M | 963,385 | −369,223 shares |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | $10.9M | 99,972 | +14,730 shares |
| PULS | PGIM Ultra Short Bond ETF | $9.2M | 185,341 | +134,641 shares |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $8.1M | 153,852 | +7,931 shares |
| VOO | Vanguard S&P 500 ETF | $7.6M | 11,032 | −45 shares |
| ITA | iShares U.S. Aerospace & Defense ETF | $6.8M | 28,094 | +743 shares |
| IEFA | iShares Core MSCI EAFE ETF | $6.5M | 67,575 | +9 shares |
| XBI | State Street SPDR S&P Biotech ETF | $5.8M | 36,926 | −308 shares |
| IVV | iShares Core S&P 500 ETF | $4.6M | 6,136 | −42 shares |
| GDX | VanEck Gold Miners ETF | $3.1M | 41,284 | −50 shares |
45 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002044001. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does BCS Private Wealth Management, Inc. own?
BCS Private Wealth Management, Inc. reported 55 ETF positions worth $132.3M in its Form 13F for June 30, 2026. The largest was EAGL, at $31.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.