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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DIEM FRANKLIN TEMPLETON ETF TR 13,270.0 $576K 0.10% +559.0 +4.4% $43.40 -1.8%
82 ETN EATON CORP PLC Industrials 1,320.0 $562K 0.10% +170.0 +14.8% $426.12 -1.6%
83 BSV VANGUARD BD INDEX FDS 7,039.0 $548K 0.10% +259.0 +3.8% $77.89 -0.4%
84 NFLX NETFLIX INC. Communication Services 7,388.0 $528K 0.10% +71.0 +1.0% $71.40 +11.5%
85 VGT VANGUARD WORLD FD 4,133.0 $494K 0.09% +4K +684.2% $119.51 -0.9%
86 MA MASTERCARD INCORPORATED Financial Services 854.0 $439K 0.08% +27.0 +3.3% $513.60 +13.1%
87 CGSM CAPITAL GRP FIXED INCM ETF T 16,477.0 $435K 0.08% +793.0 +5.1% $26.39 -0.2%
88 CGHM CAPITAL GRP FIXED INCM ETF T 16,500.0 $427K 0.08% +108.0 +0.7% $25.85 -1.8%
89 BSJQ INVESCO EXCH TRD SLF IDX FD 18,037.0 $414K 0.07% +5K +43.8% $22.96 -0.0%
90 M MACYS INC Consumer Cyclical 17,415.0 $410K 0.07% +93.0 +0.5% $23.55 -3.1%
91 MGK VANGUARD WORLD FD 4,600.0 $404K 0.07% +4K +400.0% $87.91 +1.2%
92 ARTY ISHARES TR 5,197.0 $396K 0.07% +50.0 +1.0% $76.16 -2.6%
93 IAUI NEOS ETF TRUST 7,913.0 $383K 0.07% +2K +34.7% $48.45 +8.9%
94 ORC ORCHID IS CAP INC Real Estate 54,876.0 $382K 0.07% +2K +3.7% $6.97 -3.9%
95 CSCO CISCO SYS INC Technology 3,243.0 $381K 0.07% +256.0 +8.6% $117.46 -5.5%
96 ALL ALLSTATE CORP Financial Services 1,300.0 $309K 0.06% +46.0 +3.7% $237.94 +6.7%
97 HDV ISHARES TR 10,215.0 $280K 0.05% +8K +340.5% $27.41 +8.8%
98 GLD SPDR GOLD TR Financial Services 723.0 $266K 0.05% +86.0 +13.5% $368.38 +14.9%
99 CGCP CAPITAL GRP FIXED INCM ETF T 11,880.0 $265K 0.05% +1K +13.8% $22.29 -1.3%
100 SPHY SPDR SERIES TRUST 10,834.0 $254K 0.05% +526.0 +5.1% $23.44 -0.6%
Page 5 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%