BSC PRIVATE WEALTH MANAGEMENT, LLC

RIA/Wealth

BSC PRIVATE WEALTH MANAGEMENT, LLC is a RIA/Wealth led by John Edward Chapman, reporting $1.5B in AUM as of Q3 2025 with 95% ETF concentration, 56% concentrated in top 10 holdings, and minimal technology exposure.

CEOJohn Edward Chapman

Portfolio Value: $1.2B
Positions: 168
Top Holding: NEAR at 12.25%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in BSC PRIVATE WEALTH MANAGEMENT, LLC's portfolio (56% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 BlackRock Short Duration Bond NEAR	ETF ETF	$143.8M	12.25%	+$10.1M Bought	— 2.8M shares	Q3 2019 Held for 6y 2m
2 WisdomTree U.S. Quality Dividend Growth Fund DGRW	ETF ETF	$78.9M	6.73%	+$996.5K Bought	— 887.2K shares	Q2 2016 Held for 9y 5m
3 iShares U.S. Equity Factor LRGF	ETF ETF	$73.4M	6.26%	-$289.4K Sold	— 1.1M shares	Q4 2018 Held for 6y 11m
4 iShares International Equity Factor INTF	ETF ETF	$66.3M	5.65%	+$81.7K Bought	— 1.8M shares	Q3 2018 Held for 7y 2m
5 SCHO Schwab Short-Term U.S. Treasury SCHO	ETF ETF	$63.1M	5.38%	+$3.0M Bought	— 2.6M shares	Q2 2023 Held for 2y 5m
6 iShares Trust IGSB	ETF ETF	$60.9M	5.19%	+$3.3M Bought	— 1.1M shares	Q1 2022 Held for 3y 8m
7 JPMorgan BetaBuilders U.S. Aggregate Bond BBAG	ETF ETF	$48.6M	4.14%	+$3.2M Bought	— 1.0M shares	Q4 2022 Held for 2y 11m
8 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$47.4M	4.04%	-$53.7K Sold	— 1.1M shares	Q4 2022 Held for 2y 11m
9 LMBS First Trust Low Duration Opportunities LMBS	ETF ETF	$40.2M	3.42%	+$2.6M Bought	— 807.0K shares	Q3 2024 Held for 1y 2m
10 iShares U.S. Small Cap Equity Factor SMLF	ETF ETF	$34.6M	2.95%	-$38.4K Sold	— 465.6K shares	Q4 2018 Held for 6y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BSC PRIVATE WEALTH MANAGEMENT, LLC's latest filing

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Market Value

$1.2B

Prior: $1.1B

Q/Q Change

+7.22%

+$79.1M

Net Flows % of MV

+1.77%

Turnover Ratio

3.21%

New Purchases

4 stocks

$15.6M

Added To

60 stocks

+$32.1M

Sold Out Of

2 stocks

$417.2K

Reduced Holdings

66 stocks

-$26.5M

Increased Positions

Position	Shares Δ	Change
1 AVLV Avantis U.S. Large Cap Value AVLV	New	0 → 205.5K +$14.8M
2 BlackRock Flexible Income BINC	New	0 → 6.1K +$325.5K
3 General Electric GEV	New	0 → 365.0 +$224.4K
4 WisdomTree Artificial Intelligence and Innovation Fund WTAI	New	0 → 7.8K +$222.0K
5 Broadcom Inc. AVGO	+167.52%	1.5K → 4.0K +$818.5K

Decreased Positions

Position	Shares Δ	Change
1 WisdomTree U.S. SmallCap EES	Sold	4.2K → 0 −$215.6K
2 CrowdStrike Holdings, Inc. CRWD	Sold	396.0 → 0 −$201.7K
3 ARK Genomic Revolution ARKG	-70.88%	263.7K → 76.8K −$5.2M
4 Global X Internet of Things SNSR	-66.77%	371.2K → 123.3K −$9.7M
5 ARK Investment Management ARKK	-45.41%	64.3K → 35.1K −$2.5M