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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 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DBEF DBX ETF TR 34,362.0 $1.9M 0.34% -2K -5.9% $54.63 +2.2%
22 MINO PIMCO ETF TR 40,773.0 $1.9M 0.34% -798.0 -1.9% $45.76 -2.3%
23 POCT INNOVATOR ETFS TRUST 35,359.0 $1.6M 0.30% -293.0 -0.8% $46.41 +2.0%
24 BERKSHIRE HATHAWAY INC DEL 2,939.0 $1.5M 0.27% -297.0 -9.2% $500.39
25 GCOW PACER FDS TR 33,403.0 $1.4M 0.26% -858.0 -2.5% $43.30 +10.8%
26 BDEC INNOVATOR ETFS TRUST 25,576.0 $1.4M 0.24% -1K -4.1% $53.20 +2.1%
27 SCHZ SCHWAB STRATEGIC TR 54,160.0 $1.3M 0.23% -4K -7.3% $23.13 -1.4%
28 PJUN INNOVATOR ETFS TRUST 28,301.0 $1.2M 0.22% -2K -5.4% $43.23 +1.6%
29 GOOG ALPHABET INC 3,369.0 $1.2M 0.21% -437.0 -11.5% $353.33
30 XOM EXXON MOBIL CORP Energy 8,570.0 $1.2M 0.21% -667.0 -7.2% $136.71 +20.0%
31 NAPR INNOVATOR ETFS TRUST 18,407.0 $1.1M 0.20% -1K -6.3% $59.20 +1.1%
32 BJUN INNOVATOR ETFS TRUST 22,188.0 $1.1M 0.20% -170.0 -0.8% $48.68 +1.9%
33 BALT INNOVATOR ETFS TRUST 30,701.0 $1.1M 0.19% -422.0 -1.4% $34.27 +1.3%
34 MOAT VANECK ETF TRUST 9,605.0 $999K 0.18% -585.0 -5.7% $103.96 +10.3%
35 DUK DUKE ENERGY CORP NEW Utilities 7,260.0 $919K 0.17% -74.0 -1.0% $126.58 -3.6%
36 BJUL INNOVATOR ETFS TRUST 16,313.0 $886K 0.16% -867.0 -5.0% $54.31 +1.8%
37 BAUG INNOVATOR ETFS TRUST 16,403.0 $879K 0.16% -315.0 -1.9% $53.61 +2.8%
38 LRCX LAM RESEARCH CORP Technology 2,002.0 $868K 0.16% -248.0 -11.0% $433.33 -28.4%
39 GE GE AEROSPACE Industrials 2,318.0 $866K 0.16% -34.0 -1.4% $373.77 -8.5%
40 INTC INTEL CORP Technology 5,957.0 $832K 0.15% -490.0 -7.6% $139.64 -37.5%
Page 2 of 5  ·  85 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%