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Portfolio (Quarterly) Guide ↗

BCS Wealth Management

· CIK 0001798172
13F Portfolio $489.9B AUM 248 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 1 Added 242 Reduced 109 Exited
Page 11 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 M MACYS INC Consumer Cyclical 17,322.0 $313K 0.06% -17K -49.6% $18.09 +1.8%
202 IMAR INNOVATOR ETFS TRUST 10,389.0 $302K 0.06% -9K -46.5% $29.03 +3.3%
203 BNOV INNOVATOR ETFS TRUST 7,002.0 $301K 0.06% -7K -50.5% $43.02 +9.4%
204 CIBR FIRST TR EXCHANGE-TRADED FD 4,750.0 $298K 0.06% -5K -50.0% $62.68 +29.1%
205 AMGN AMGEN INC Healthcare 843.0 $297K 0.06% -843.0 -50.0% $351.85 -7.8%
206 IJR ISHARES TR 2,374.0 $295K 0.06% -2K -50.2% $124.29 +8.1%
207 FENY FIDELITY COVINGTON TRUST 8,603.0 $293K 0.06% -9K -50.0% $34.02 -0.9%
208 BSJQ INVESCO EXCH TRD SLF IDX FD 12,541.0 $291K 0.06% -10K -45.3% $23.17 -0.4%
209 NJAN INNOVATOR ETFS TRUST 5,372.0 $287K 0.06% -4K -45.2% $53.37 +9.2%
210 INTC INTEL CORP Technology 6,447.0 $285K 0.06% -8K -55.4% $44.13 +146.5%
211 SOXX ISHARES TR 848.0 $279K 0.06% -850.0 -50.1% $328.79 +50.8%
212 BSM BLACK STONE MINERALS L P Energy 18,297.0 $277K 0.06% -18K -49.1% $15.12 -7.0%
213 MOTI VANECK ETF TRUST 8,048.0 $275K 0.06% -8K -50.0% $34.15 +0.6%
214 GLD SPDR GOLD TR Financial Services 637.0 $274K 0.06% -507.0 -44.3% $430.29 -3.0%
215 CVS CVS HEALTH CORP Healthcare 3,804.0 $273K 0.06% -4K -50.0% $71.82 +33.5%
216 CSX CSX CORP Industrials 6,418.0 $263K 0.05% -3K -33.1% $41.05 +11.2%
217 XLC SELECT SECTOR SPDR TR 2,358.0 $261K 0.05% -2K -50.0% $110.86 +5.5%
218 ALL ALLSTATE CORP Financial Services 1,254.0 $260K 0.05% -1K -50.0% $207.34 +4.8%
219 OXY OCCIDENTAL PETE CORP Energy 3,862.0 $251K 0.05% -4K -49.8% $65.00 -8.3%
220 EMN EASTMAN CHEM CO Basic Materials 3,260.0 $249K 0.05% -3K -50.3% $76.32 -6.2%
Page 11 of 13  ·  242 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 21.2%
Financial Services 16.1%
Technology 15.1%
Healthcare 8.7%
Industrials 8.5%
Basic Materials 7.8%
Consumer Cyclical 6.8%
Communication Services 6.3%
Energy 4.7%
Utilities 4.4%