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 (476 days), 215 trades recorded
- Returns: week n/a · month n/a · 90 days +1.1% · 6 months +5.8% · 1 year +19.2% · all +19.2%
- Max drawdown n/a · data quality Good
- 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