Long-term investor

Bcs Private Wealth Management, Inc. @bcsprivatewealthmanageme

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002044001).

Record

  • Tracked since 2025-06-30 (431 days), 215 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.6% · 6 months +6.1% · 1 year +12.4% · all +12.4%
  • Max drawdown -1.8% · Sharpe 0.92 · win rate 13% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 88339Y102 · 9.3% · long · since 2025-06-30
  • BRK-B · 3.8% · long · since 2025-06-30
  • JPM · 3.5% · long · since 2025-06-30
  • 464287242 · 3.3% · long · since 2025-06-30
  • MSFT · 3.0% · long · since 2025-06-30
  • OSCR · 2.9% · long · since 2025-06-30
  • 69344A107 · 2.8% · long · since 2025-06-30
  • 464288646 · 2.4% · long · since 2025-06-30
  • AAPL · 2.3% · long · since 2025-06-30
  • GOOGL · 2.3% · long · since 2025-06-30
  • 922908363 · 2.3% · long · since 2025-06-30
  • 464288760 · 2.1% · long · since 2025-06-30

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