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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 3 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QDPL PACER FDS TR 41,442.0 $1.9M 0.34% +9K +27.8% $45.07 +2.9%
42 MMIN NEW YORK LIFE INVTS ACTIVE E 71,083.0 $1.7M 0.31% +5K +8.1% $24.21 -2.5%
43 SCHG SCHWAB STRATEGIC TR 50,163.0 $1.7M 0.31% +2K +4.7% $33.84 +4.4%
44 PNOV INNOVATOR ETFS TRUST 37,493.0 $1.7M 0.30% +480.0 +1.3% $44.35 +2.1%
45 VWO VANGUARD INTL EQUITY INDEX F 27,632.0 $1.6M 0.30% +273.0 +1.0% $59.69 +1.3%
46 PH PARKER-HANNIFIN CORP Industrials 1,593.0 $1.6M 0.28% +35.0 +2.2% $978.12 +2.4%
47 SPMD SPDR SERIES TRUST 21,678.0 $1.5M 0.26% +2K +8.6% $67.56 -0.4%
48 NIHI NEOS ETF TRUST 27,871.0 $1.4M 0.26% +9K +46.1% $51.53 +2.5%
49 SPYI NEOS ETF TRUST 25,739.0 $1.4M 0.25% +13K +100.6% $53.09 +0.7%
50 SCHE SCHWAB STRATEGIC TR 37,574.0 $1.4M 0.24% +396.0 +1.1% $36.26 +2.0%
51 VIG VANGUARD SPECIALIZED FUNDS 5,634.0 $1.3M 0.24% +2K +67.8% $236.60 +3.1%
52 XLK SELECT SECTOR SPDR TR 6,739.0 $1.3M 0.23% +3K +82.0% $190.52 -3.8%
53 IJR ISHARES TR 8,613.0 $1.3M 0.23% +6K +262.8% $148.31 -0.7%
54 AMAT APPLIED MATLS INC Technology 1,743.0 $1.3M 0.23% +47.0 +2.8% $722.98 -31.9%
55 PSEP INNOVATOR ETFS TRUST 24,709.0 $1.1M 0.20% +448.0 +1.9% $46.05 +1.5%
56 JPM JPMORGAN CHASE & CO Financial Services 3,305.0 $1.1M 0.20% +329.0 +11.1% $327.29 +7.4%
57 BND VANGUARD BD INDEX FDS 14,219.0 $1.0M 0.19% +2K +11.9% $73.41 -1.6%
58 AVGO BROADCOM INC Technology 2,585.0 $976K 0.18% +889.0 +52.4% $377.75 -2.5%
59 JNJ JOHNSON & JOHNSON Healthcare 3,739.0 $950K 0.17% +240.0 +6.9% $254.00 +6.4%
60 RTX RTX CORPORATION Industrials 4,779.0 $907K 0.16% +591.0 +14.1% $189.73 +10.6%
Page 3 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%