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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 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 1,834.0 $771K 0.14% -20.0 -1.1% $420.60 -13.7%
42 T AT&T INC Communication Services 36,556.0 $757K 0.14% -1K -3.5% $20.70 +22.3%
43 CVX CHEVRON CORPORATION Energy 4,437.0 $735K 0.13% -319.0 -6.7% $165.73 +23.8%
44 LMT LOCKHEED MARTIN CORP Industrials 1,357.0 $691K 0.12% -28.0 -2.0% $509.46 +10.6%
45 SO SOUTHERN CO Utilities 7,030.0 $673K 0.12% -80.0 -1.1% $95.71 -7.1%
46 PMAY INNOVATOR ETFS TRUST 15,674.0 $647K 0.12% -622.0 -3.8% $41.30 +1.8%
47 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,732.0 $642K 0.12% -34.0 -1.9% $370.59 -3.8%
48 PFE PFIZER INC Healthcare 26,000.0 $626K 0.11% -670.0 -2.5% $24.08 +16.6%
49 PID INVESCO EXCHANGE TRADED FD T 26,987.0 $599K 0.11% -362.0 -1.3% $22.20 +4.2%
50 SCHO SCHWAB STRATEGIC TR 24,780.0 $598K 0.11% -453.0 -1.8% $24.14 -0.2%
51 SPSM SPDR SERIES TRUST 10,200.0 $588K 0.11% -595.0 -5.5% $57.67 -0.7%
52 XLRE SELECT SECTOR SPDR TR 13,292.0 $585K 0.10% -568.0 -4.1% $44.03 +2.4%
53 UNH UNITEDHEALTH GROUP INC Healthcare 1,342.0 $558K 0.10% -71.0 -5.0% $415.63 -6.1%
54 ANGL VANECK ETF TRUST 19,058.0 $557K 0.10% -2K -7.4% $29.24 -0.8%
55 AEP AMERICAN ELEC PWR CO INC Utilities 3,937.0 $539K 0.10% -38.0 -1.0% $136.81 -11.6%
56 HD HOME DEPOT INC Consumer Cyclical 1,521.0 $537K 0.10% -178.0 -10.5% $352.76 -4.9%
57 NJUL INNOVATOR ETFS TRUST 6,787.0 $526K 0.10% -289.0 -4.1% $77.43 -0.8%
58 BSEP INNOVATOR ETFS TRUST 9,804.0 $517K 0.09% -78.0 -0.8% $52.73 +2.3%
59 SCHH SCHWAB STRATEGIC TR 21,704.0 $514K 0.09% -2K -7.5% $23.68 +1.5%
60 SOXX ISHARES TR 785.0 $503K 0.09% -63.0 -7.4% $641.04 -18.9%
Page 3 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%