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Portfolio (Quarterly) Guide ↗

BCS Wealth Management

· CIK 0001798172
13F Portfolio $990M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 352 New
Page 13 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FENY FIDELITY COVINGTON TRUST 17,206.0 $426K 0.04% NEW $24.77 +37.2%
242 VPU VANGUARD WORLD FD 2,290.0 $424K 0.04% NEW $185.04 +3.8%
243 NVS NOVARTIS AG Healthcare 3,066.0 $423K 0.04% NEW $137.87 +9.3%
244 EFG ISHARES TR 3,682.0 $419K 0.04% NEW $113.92 +4.1%
245 EMN EASTMAN CHEM CO Basic Materials 6,556.0 $419K 0.04% NEW $63.84 +7.9%
246 QQQE DIREXION SHS ETF TR 4,042.0 $413K 0.04% NEW $102.26 +10.5%
247 BMAY INNOVATOR ETFS TRUST 8,982.0 $403K 0.04% NEW $44.82 +4.2%
248 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,442.0 $402K 0.04% NEW $278.92 -10.9%
249 IWF ISHARES TR 840.0 $398K 0.04% NEW $473.30 -73.9%
250 ITW ILLINOIS TOOL WKS INC Industrials 1,604.0 $395K 0.04% NEW $246.22 +0.7%
251 PTLC PACER FDS TR 7,080.0 $394K 0.04% NEW $55.58 +3.1%
252 FSK FS KKR CAP CORP Financial Services 26,500.0 $392K 0.04% NEW $14.81 -27.7%
253 KJAN INNOVATOR ETFS TRUST 9,316.0 $386K 0.04% NEW $41.42 +6.1%
254 AUPH AURINIA PHARMACEUTICALS INC Healthcare 24,166.0 $385K 0.04% NEW $15.95 -1.9%
255 AXP AMERICAN EXPRESS CO Financial Services 1,038.0 $384K 0.04% NEW $370.07 -16.2%
256 ABT ABBOTT LABS Healthcare 3,060.0 $383K 0.04% NEW $125.29 -29.3%
257 AMD ADVANCED MICRO DEVICES INC Technology 1,776.0 $380K 0.04% NEW $214.16 +95.9%
258 FEZ SPDR INDEX SHS FDS 5,902.0 $380K 0.04% NEW $64.39 +1.8%
259 MAA MID-AMER APT CMNTYS INC Real Estate 2,712.0 $377K 0.04% NEW $138.85 -7.2%
260 CRWD CROWDSTRIKE HLDGS INC Technology 784.0 $368K 0.04% NEW $468.76 +32.0%
Page 13 of 18  ·  352 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
Consumer Defensive 19.5%
Financial Services 17.8%
Technology 17.5%
Healthcare 8.9%
Industrials 7.9%
Consumer Cyclical 7.3%
Basic Materials 6.6%
Communication Services 6.2%
Utilities 4.0%
Energy 3.7%