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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 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BOCT INNOVATOR ETFS TRUST 8,964.0 $475K 0.09% -580.0 -6.1% $53.02 +2.4%
62 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 501.0 $469K 0.08% -9.0 -1.8% $935.47 +1.3%
63 DE DEERE & CO Industrials 676.0 $429K 0.08% -16.0 -2.3% $634.66 +2.0%
64 HYMB SPDR SERIES TRUST 16,321.0 $415K 0.07% -2K -8.6% $25.44 -2.5%
65 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,374.0 $379K 0.07% -153.0 -1.3% $33.29 +31.2%
66 IBM INTERNATIONAL BUSINESS MACHS Technology 1,309.0 $368K 0.07% -33.0 -2.5% $281.12 -16.2%
67 KAPR INNOVATOR ETFS TRUST 9,187.0 $366K 0.07% -53.0 -0.6% $39.80 +1.4%
68 XLY SELECT SECTOR SPDR TR 3,102.0 $364K 0.07% -79.0 -2.5% $117.28 +0.6%
69 LOW LOWES COS INC Consumer Cyclical 1,645.0 $363K 0.07% -26.0 -1.6% $220.44 -2.0%
70 CVS CVS HEALTH CORP Healthcare 3,398.0 $352K 0.06% -406.0 -10.7% $103.45 -10.1%
71 VEU VANGUARD INTL EQUITY INDEX F 4,160.0 $348K 0.06% -27.0 -0.6% $83.75 +2.3%
72 KOCT INNOVATOR ETFS TRUST 9,090.0 $340K 0.06% -775.0 -7.9% $37.36 +1.6%
73 BJAN INNOVATOR ETFS TRUST 5,585.0 $329K 0.06% -612.0 -9.9% $58.87 +2.2%
74 CSX CSX CORP Industrials 6,240.0 $297K 0.05% -178.0 -2.8% $47.53 +8.5%
75 FDX FEDEX CORP Industrials 945.0 $296K 0.05% -27.0 -2.8% $313.03 +3.8%
76 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,112.0 $295K 0.05% -110.0 -2.1% $57.62 +16.3%
77 CEF SPROTT ASSET MANAGEMENT LP Financial Services 7,314.0 $294K 0.05% -58.0 -0.8% $40.23 +17.4%
78 JEPI J P MORGAN EXCHANGE TRADED F 5,162.0 $292K 0.05% -456.0 -8.1% $56.48 +2.5%
79 MOTI VANECK ETF TRUST 7,991.0 $266K 0.05% -57.0 -0.7% $33.25 +12.0%
80 VZ VERIZON COMMUNICATIONS INC Communication Services 6,261.0 $265K 0.05% -857.0 -12.0% $42.34 +16.8%
Page 4 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%