BCS Wealth Management
Top Portfolio Positions
83 positions ·
$84,974,214 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
95,712 | $13,824,641 | 16.27% |
| RGLD |
Royal Gold Inc
Basic Materials
|
20,679 | $5,262,598 | 6.19% |
| AAPL |
Apple Inc.
Technology
|
18,621 | $4,725,823 | 5.56% |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,555 | $3,783,414 | 4.45% |
| NVDA |
Nvidia Corp
Technology
|
19,900 | $3,470,560 | 4.08% |
| SPY |
Spdr S&P 500 Etf Trust
|
4,496 | $2,923,928 | 3.44% |
| MSFT |
Microsoft Corp
Technology
|
6,452 | $2,388,336 | 2.81% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,594 | $2,206,412 | 2.60% |
| MRK |
Merck & Co., Inc.
Healthcare
|
15,965 | $1,920,429 | 2.26% |
| LLY |
ELI LILLY & Co
Healthcare
|
1,825 | $1,678,580 | 1.98% |
Portfolio Trend
Holdings in GAM
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,045 | 3,866 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $454,100 | 7,732 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $240,503 | 3,866 | Shares | Sole | 2025-10-22 | |
| No quarters match your search. | ||||||