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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 4 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NEE NEXTERA ENERGY INC Utilities 10,314.0 $905K 0.16% +863.0 +9.1% $87.77 -4.7%
62 ABBV ABBVIE INC Healthcare 3,535.0 $890K 0.16% +510.0 +16.9% $251.63 +5.3%
63 KO COCA COLA CO Consumer Defensive 10,646.0 $865K 0.16% +896.0 +9.2% $81.26 +12.1%
64 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 28,115.0 $848K 0.15% +282.0 +1.0% $30.17 +16.0%
65 IJH ISHARES TR 10,868.0 $838K 0.15% +303.0 +2.9% $77.11 -0.4%
66 FTEC FIDELITY COVINGTON TRUST 2,921.0 $834K 0.15% +110.0 +3.9% $285.58 -1.0%
67 IAPR INNOVATOR ETFS TRUST 24,451.0 $812K 0.15% +575.0 +2.4% $33.21 +2.8%
68 XLV SELECT SECTOR SPDR TR 5,060.0 $803K 0.14% +2K +95.7% $158.67 +10.1%
69 SHM SPDR SERIES TRUST 16,685.0 $800K 0.14% +638.0 +4.0% $47.97 -0.4%
70 MCD MCDONALDS CORP Consumer Cyclical 2,942.0 $795K 0.14% +49.0 +1.7% $270.28 +0.2%
71 WMT WALMART INC Consumer Defensive 7,007.0 $794K 0.14% +232.0 +3.4% $113.26 -8.4%
72 VSS VANGUARD INTL EQUITY INDEX F 4,588.0 $708K 0.13% +648.0 +16.4% $154.29 +3.7%
73 UNP UNION PAC CORP Industrials 2,593.0 $705K 0.13% +219.0 +9.2% $272.00 +13.3%
74 GEV GE VERNOVA INC Utilities 575.0 $676K 0.12% +12.0 +2.1% $1174.86 -18.6%
75 V VISA INC Financial Services 1,965.0 $674K 0.12% +271.0 +16.0% $343.09 +8.1%
76 ARLP ALLIANCE RESOURCE PARTNERS L Energy 27,193.0 $652K 0.12% +554.0 +2.1% $23.98 +9.7%
77 VYM VANGUARD WHITEHALL FDS 4,073.0 $644K 0.12% +1K +41.9% $158.03 +4.4%
78 MMIT NEW YORK LIFE INVTS ACTIVE E 25,737.0 $627K 0.11% +866.0 +3.5% $24.35 -1.5%
79 META META PLATFORMS INC Communication Services 1,101.0 $620K 0.11% +109.0 +11.0% $563.32 -2.4%
80 XLP SELECT SECTOR SPDR TR 7,112.0 $591K 0.11% +4K +153.4% $83.06 +3.5%
Page 4 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%