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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 6 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EMN EASTMAN CHEM CO Basic Materials 3,549.0 $238K 0.04% +289.0 +8.9% $66.98 +10.6%
102 WFC WELLS FARGO & CO Financial Services 2,792.0 $231K 0.04% +221.0 +8.6% $82.64 +1.5%
103 SCHR SCHWAB STRATEGIC TR 9,130.0 $225K 0.04% +73.0 +0.8% $24.66 -1.1%
104 FSK FS KKR CAP CORP Financial Services 13,421.0 $141K 0.03% +171.0 +1.3% $10.50 +13.4%
Page 6 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%