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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 9 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BSEP INNOVATOR ETFS TRUST 19,828.0 $977K 0.10% NEW $49.25 +5.4%
162 XLRE SELECT SECTOR SPDR TR 23,932.0 $966K 0.10% NEW $40.35 +9.0%
163 UNH UNITEDHEALTH GROUP INC Healthcare 2,912.0 $961K 0.10% NEW $330.11 +18.8%
164 BOCT INNOVATOR ETFS TRUST 19,352.0 $956K 0.10% NEW $49.42 +5.6%
165 IVW ISHARES TR 7,726.0 $952K 0.10% NEW $123.26 +9.5%
166 MA MASTERCARD INCORPORATED Financial Services 1,654.0 $944K 0.10% NEW $570.88 -12.2%
167 AEP AMERICAN ELEC PWR CO INC Utilities 7,944.0 $916K 0.09% NEW $115.32 +11.8%
168 BAC BANK AMERICA CORP Financial Services 16,452.0 $905K 0.09% NEW $55.00 -7.1%
169 KJUL INNOVATOR ETFS TRUST 28,476.0 $903K 0.09% NEW $31.70 +5.8%
170 AMAT APPLIED MATLS INC Technology 3,388.0 $871K 0.09% NEW $257.05 +59.1%
171 IOCT INNOVATOR ETFS TRUST 24,844.0 $866K 0.09% NEW $34.86 +3.9%
172 VEA VANGUARD TAX-MANAGED FDS 13,726.0 $857K 0.09% NEW $62.47 +11.0%
173 UMAR INNOVATOR ETFS TRUST 21,436.0 $856K 0.09% NEW $39.95 +4.6%
174 IWS ISHARES TR 6,000.0 $846K 0.09% NEW $141.05 +9.9%
175 BOTZ GLOBAL X FDS 23,240.0 $842K 0.09% NEW $36.23 +7.7%
176 LOW LOWES COS INC Consumer Cyclical 3,446.0 $831K 0.08% NEW $241.11 -9.2%
177 RSP INVESCO EXCHANGE TRADED FD T 4,262.0 $816K 0.08% NEW $191.56 +5.6%
178 VGT VANGUARD WORLD FD 1,054.0 $794K 0.08% NEW $753.35 -85.1%
179 LRCX LAM RESEARCH CORP Technology 4,502.0 $771K 0.08% NEW $171.18 +60.9%
180 IBM INTERNATIONAL BUSINESS MACHS Technology 2,584.0 $765K 0.08% NEW $296.11 -24.9%
Page 9 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%