Ashleigh Swayze

Bcs Private Wealth Management, Inc.

Assets Managed

$329.089M

Holdings

186

Last Quarter

2026 - Q1

Filed Date

28d ago

Growth Rate

12.45%(2Q avg: 8.61%)

Sustained Growth

3 quarters

Portfolio positions

This chart displays the top 10 holdings in Bcs Private Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 186 positions.

Assets under management

The assets under management (AUM) of Bcs Private Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 329.089M in assets, with a quarterly growth rate of 12.45% and a 2-quarter average growth rate of 8.61%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
EAGL Eagle Capital Select Eqty Recent Activity Increased 32%	12.32%	$40.538M 1.333M shares@ $30.42 avg price	Increased 32%
BRK.B Berkshire Hathaway Inc-cl B Recent Activity Increased 12.51%	3.78%	$12.412M 25,902 shares@ $479.2 avg price	Increased 12.51%
MSFT Microsoft Corp Recent Activity Increased 25.22%	3.63%	$11.925M 32,215 shares@ $370.18 avg price	Increased 25.22%
JPM Jpmorgan Chase & Co Recent Activity Increased 7.28%	3.49%	$11.483M 39,037 shares@ $294.17 avg price	Increased 7.28%
LQD Ishares Iboxx Investment Gra Recent Activity Increased 45.02%	2.83%	$9.291M 85,242 shares@ $109.0 avg price	Increased 45.02%
AAPL Apple Inc Recent Activity Increased 19.92%	2.47%	$8.127M 32,021 shares@ $253.8 avg price	Increased 19.92%
GOOGL Alphabet Inc-cl A Recent Activity Increased 27.89%	2.44%	$8.019M 27,887 shares@ $287.57 avg price	Increased 27.89%
IGSB Ishares 1-5y Inv Grade Corp Recent Activity Decreased -0.53%	2.34%	$7.67M 145,921 shares@ $52.57 avg price	Decreased -0.53%
VOO Vanguard S&p 500 Etf Recent Activity Decreased -3.6%	2.02%	$6.619M 11,077 shares@ $597.57 avg price	Decreased -3.6%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 0.31%	1.86%	$6.117M 67,566 shares@ $90.54 avg price	Increased 0.31%

1-10 of 186