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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 10 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RSP INVESCO EXCHANGE TRADED FD T 2,131.0 $409K 0.08% -2K -50.0% $191.92 +5.7%
182 BOTZ GLOBAL X FDS 12,058.0 $401K 0.08% -11K -48.1% $33.22 +19.9%
183 LOW LOWES COS INC Consumer Cyclical 1,671.0 $395K 0.08% -2K -51.5% $236.23 -7.7%
184 DE DEERE & CO Industrials 692.0 $390K 0.08% -692.0 -50.0% $563.58 +0.2%
185 UNH UNITEDHEALTH GROUP INC Healthcare 1,413.0 $382K 0.08% -1K -51.5% $270.59 +44.5%
186 XLV SELECT SECTOR SPDR TR 2,586.0 $379K 0.08% -2K -39.6% $146.63 -0.6%
187 ORC ORCHID IS CAP INC Real Estate 52,938.0 $372K 0.08% -10K -15.8% $7.03 -3.3%
188 VGT VANGUARD WORLD FD 527.0 $367K 0.07% -527.0 -50.0% $697.32 -83.9%
189 XLE SELECT SECTOR SPDR TR 5,903.0 $362K 0.07% -6K -48.4% $61.26 -1.2%
190 BAC BANK AMERICA CORP Financial Services 7,374.0 $359K 0.07% -9K -55.2% $48.75 +4.0%
191 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 10,620.0 $358K 0.07% -11K -50.0% $33.67 +1.7%
192 VZ VERIZON COMMUNICATIONS INC Communication Services 7,118.0 $357K 0.07% -8K -53.4% $50.20 -6.9%
193 CEF SPROTT ASSET MANAGEMENT LP Financial Services 7,372.0 $352K 0.07% -8K -50.8% $47.72 +0.9%
194 XLY SELECT SECTOR SPDR TR 3,181.0 $347K 0.07% -3K -50.0% $108.99 +6.7%
195 FDX FEDEX CORP Industrials 972.0 $346K 0.07% -968.0 -49.9% $356.19 +3.8%
196 VCIT VANGUARD SCOTTSDALE FDS 4,177.0 $346K 0.07% -4K -49.5% $82.75 -1.0%
197 MGK VANGUARD WORLD FD 920.0 $338K 0.07% -872.0 -48.7% $367.44 -76.0%
198 KAPR INNOVATOR ETFS TRUST 9,240.0 $335K 0.07% -12K -55.9% $36.25 +5.7%
199 KOCT INNOVATOR ETFS TRUST 9,865.0 $335K 0.07% -10K -50.0% $33.93 +6.0%
200 IAUI NEOS ETF TRUST 5,876.0 $334K 0.07% -6K -50.0% $56.87 -2.4%
Page 10 of 13  ·  248 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%