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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 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PTLC PACER FDS TR 3,542.0 $206K 0.04% NEW $58.26 +2.4%
22 TJX TJX COS INC NEW Consumer Cyclical 1,360.0 $206K 0.04% NEW $151.50 -7.3%
23 FEZ SPDR INDEX SHS FDS 2,951.0 $203K 0.04% NEW $68.68 +4.5%
24 LIN LINDE PLC Basic Materials 390.0 $202K 0.04% NEW $518.94 -6.0%
Page 2 of 2  ·  24 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%