BCS Private Wealth Management, Inc.
RIA/Wealth
BCS Private Wealth Management, Inc. is a RIA/Wealth based in Rumson, NJ led by Christopher Paul Bernard, reporting $405.9M in AUM as of Q3 2025 with EAGL as the largest holding (11% allocation).
PresidentChristopher Paul Bernard
- Portfolio Value
- $279.3M
- Positions
- 162
- Top Holding
- EAGL at 11.3%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BCS Private Wealth Management, Inc.'s portfolio (39% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $31.6M | 11.30% | +$31.6M New | — 1.0M shares | |
Software - Infrastructure Technology | $13.6M | 4.87% | +$92.7K Bought | 0.00% 26.3K shares | |
Banks - Diversified Financial Services | $12.2M | 4.36% | -$97.8K Sold | 0.00% 38.6K shares | |
Insurance - Diversified Financial Services | $12.0M | 4.29% | -$135.2K Sold | 0.00% 23.9K shares | |
ETF ETF | $8.9M | 3.18% | -$271.2K Sold | — 167.6K shares | |
Consumer Electronics Technology | $6.9M | 2.46% | +$777.4K Bought | 0.00% 27.0K shares | |
Medical - Healthcare Plans Healthcare | $6.8M | 2.42% | -$320.1K Sold | 0.14% 357.7K shares | |
ETF ETF | $6.0M | 2.14% | +$110.4K Bought | — 68.6K shares | |
ETF ETF | $5.6M | 2.01% | +$239.6K Bought | — 26.9K shares | |
ETF ETF | $5.6M | 1.99% | -$1.7M Sold | — 9.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BCS Private Wealth Management, Inc.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for BCS Private Wealth Management, Inc.
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