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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 9 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RF REGIONS FINANCIAL CORP NEW Financial Services 18,455.0 $482K 0.10% -18K -50.0% $26.12 +2.1%
162 LRCX LAM RESEARCH CORP Technology 2,250.0 $481K 0.10% -2K -50.0% $213.66 +33.3%
163 BSEP INNOVATOR ETFS TRUST 9,882.0 $475K 0.10% -10K -50.2% $48.08 +7.9%
164 BOCT INNOVATOR ETFS TRUST 9,544.0 $458K 0.09% -10K -50.7% $47.99 +8.9%
165 KJUL INNOVATOR ETFS TRUST 14,127.0 $452K 0.09% -14K -50.4% $32.03 +4.6%
166 HYMB SPDR SERIES TRUST 17,859.0 $443K 0.09% -12K -40.3% $24.80 +0.1%
167 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,527.0 $443K 0.09% -15K -56.8% $38.42 +13.3%
168 VEA VANGUARD TAX-MANAGED FDS 6,870.0 $440K 0.09% -7K -50.0% $64.08 +8.5%
169 IWS ISHARES TR 3,000.0 $437K 0.09% -3K -50.0% $145.74 +6.7%
170 IOCT INNOVATOR ETFS TRUST 12,403.0 $435K 0.09% -12K -50.1% $35.05 +3.4%
171 UMAR INNOVATOR ETFS TRUST 10,718.0 $426K 0.09% -11K -50.0% $39.74 +5.0%
172 VYM VANGUARD WHITEHALL FDS 2,871.0 $425K 0.09% -2K -44.1% $148.10 +5.8%
173 MA MASTERCARD INCORPORATED Financial Services 827.0 $413K 0.08% -827.0 -50.0% $499.66 -1.1%
174 ETN EATON CORP PLC Industrials 1,150.0 $411K 0.08% -1K -49.6% $357.67 +11.7%
175 RSP INVESCO EXCHANGE TRADED FD T 2,131.0 $409K 0.08% -2K -50.0% $191.92 +5.7%
176 BOTZ GLOBAL X FDS 12,058.0 $401K 0.08% -11K -48.1% $33.22 +19.9%
177 LOW LOWES COS INC Consumer Cyclical 1,671.0 $395K 0.08% -2K -51.5% $236.23 -7.5%
178 DE DEERE & CO Industrials 692.0 $390K 0.08% -692.0 -50.0% $563.58 -0.3%
179 UNH UNITEDHEALTH GROUP INC Healthcare 1,413.0 $382K 0.08% -1K -51.5% $270.59 +45.6%
180 XLV SELECT SECTOR SPDR TR 2,586.0 $379K 0.08% -2K -39.6% $146.63 -0.6%
Page 9 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%