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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	OXY	OCCIDENTAL PETE CORP	Energy	3,862	$251K	0.05%	SOLD
2	EFV	ISHARES TR	—	3,250	$242K	0.05%	SOLD

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%