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Portfolio (Quarterly) Guide ↗

BCS Wealth Management

· CIK 0001798172
13F Portfolio $555M AUM 270 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 104 Added 85 Reduced 2 Exited
Page 2 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VXF VANGUARD INDEX FDS 20,020.0 $4.9M 0.89% +1K +7.5% $246.22 -0.3%
22 NVDA NVIDIA CORPORATION Technology 22,186.0 $4.4M 0.80% +2K +11.5% $200.09 +7.3%
23 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,036.0 $3.8M 0.68% +540.0 +12.0% $746.95 +2.5%
24 SCHB SCHWAB STRATEGIC TR 121,906.0 $3.5M 0.64% +4K +3.0% $28.96 +2.2%
25 FNDC SCHWAB STRATEGIC TR 59,639.0 $2.9M 0.52% +10K +20.5% $48.56 +5.0%
26 NOBL PROSHARES TR 50,094.0 $2.8M 0.51% +24K +90.0% $56.16 +4.6%
27 BSCZ INVESCO EXCH TRD SLF IDX FD 134,922.0 $2.8M 0.50% +13K +10.8% $20.47 -2.0%
28 AMZN AMAZON COM INC Consumer Cyclical 11,302.0 $2.7M 0.48% +708.0 +6.7% $238.33 +8.5%
29 VB VANGUARD INDEX FDS 8,492.0 $2.6M 0.46% +237.0 +2.9% $303.11 +0.5%
30 MSFT MICROSOFT CORP Technology 6,651.0 $2.5M 0.45% +199.0 +3.1% $373.00 +29.6%
31 FNDE SCHWAB STRATEGIC TR 59,471.0 $2.4M 0.42% +11K +21.5% $39.68 +5.5%
32 LLY ELI LILLY & CO Healthcare 1,962.0 $2.4M 0.42% +137.0 +7.5% $1199.43 +4.6%
33 SCHM SCHWAB STRATEGIC TR 63,394.0 $2.3M 0.42% +7K +11.8% $36.87 -1.9%
34 CALF PACER FDS TR 46,047.0 $2.3M 0.42% +946.0 +2.1% $50.61 +14.2%
35 FNDA SCHWAB STRATEGIC TR 61,195.0 $2.3M 0.42% +10K +20.5% $38.06 -0.9%
36 IUSG ISHARES TR 12,303.0 $2.3M 0.42% +341.0 +2.9% $188.09 +0.9%
37 SCHV SCHWAB STRATEGIC TR 66,329.0 $2.3M 0.42% +2K +3.1% $34.81 +0.4%
38 GOOGL ALPHABET INC Communication Services 6,287.0 $2.2M 0.41% +658.0 +11.7% $357.33 -3.5%
39 VXUS VANGUARD STAR FDS 22,125.0 $1.9M 0.34% +272.0 +1.2% $85.49 +2.6%
40 SPHQ INVESCO EXCHANGE TRADED FD T 20,748.0 $1.9M 0.34% +2K +11.2% $90.10 -4.6%
Page 2 of 6  ·  104 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.7%
Consumer Defensive 19.1%
Financial Services 17.2%
Industrials 9.3%
Healthcare 9.0%
Consumer Cyclical 6.8%
Basic Materials 6.0%
Communication Services 4.5%
Utilities 4.0%
Energy 3.1%