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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 12 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 JEPQ J P MORGAN EXCHANGE TRADED F 4,445.0 $247K 0.05% -3K -42.8% $55.52 +7.5%
222 SUB ISHARES TR 2,292.0 $244K 0.05% -2K -50.0% $106.50 -0.3%
223 AES AES CORP Utilities 17,314.0 $244K 0.05% -17K -50.0% $14.09 +3.1%
224 EFV ISHARES TR 3,250.0 $242K 0.05% -12K -79.3% $74.33 +5.2%
225 SPHY SPDR SERIES TRUST 10,308.0 $240K 0.05% -9K -45.2% $23.32 -0.1%
226 BALL BALL CORP Consumer Cyclical 4,057.0 $240K 0.05% -4K -50.0% $59.11 -5.6%
227 ARTY ISHARES TR 5,147.0 $239K 0.05% -5K -50.0% $46.53 +38.6%
228 PDI PIMCO DYNAMIC INCOME FD Financial Services 13,904.0 $238K 0.05% -14K -50.0% $17.11 -2.7%
229 PSX PHILLIPS 66 Energy 1,305.0 $238K 0.05% -1K -50.0% $182.14 -3.3%
230 NVS NOVARTIS AG Healthcare 1,533.0 $234K 0.05% -2K -50.0% $152.75 -3.1%
231 CGCP CAPITAL GRP FIXED INCM ETF T 10,438.0 $233K 0.05% -5K -31.3% $22.34 -0.8%
232 CSCO CISCO SYS INC Technology 2,987.0 $232K 0.05% -3K -53.5% $77.59 +52.4%
233 XLP SELECT SECTOR SPDR TR 2,807.0 $230K 0.05% -3K -50.0% $81.98 +4.8%
234 VPU VANGUARD WORLD FD 1,145.0 $227K 0.05% -1K -50.0% $198.14 -3.9%
235 GAM GENERAL AMERN INVS CO INC Financial Services 3,866.0 $226K 0.05% -4K -50.0% $58.47 +8.3%
236 SCHR SCHWAB STRATEGIC TR 9,057.0 $226K 0.05% -9K -50.2% $24.91 -1.6%
237 WM WASTE MGMT INC DEL Industrials 977.0 $225K 0.05% -977.0 -50.0% $229.79 -4.3%
238 VTEB VANGUARD MUN BD FDS 4,344.0 $217K 0.04% -4K -50.0% $49.89 -0.1%
239 IJAN INNOVATOR ETFS TRUST 5,776.0 $210K 0.04% -6K -52.5% $36.28 +3.0%
240 WFC WELLS FARGO & CO Financial Services 2,571.0 $205K 0.04% -3K -56.3% $79.61 -7.8%
Page 12 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%