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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 10 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VGT VANGUARD WORLD FD 4,133.0 $494K 0.09% +4K +684.2% $119.51 -0.9%
182 IWS ISHARES TR 3,000.0 $494K 0.09% $164.60 +4.5%
183 DELL DELL TECHNOLOGIES INC Technology 1,140.0 $492K 0.09% NEW $431.46 +2.4%
184 VEA VANGUARD TAX-MANAGED FDS 6,870.0 $489K 0.09% $71.25 +3.0%
185 HOMB HOME BANCSHARES INC Financial Services 17,000.0 $485K 0.09% NEW $28.55 +6.0%
186 KJUL INNOVATOR ETFS TRUST 14,066.0 $478K 0.09% $33.97 +0.7%
187 BOCT INNOVATOR ETFS TRUST 8,964.0 $475K 0.09% -580.0 -6.1% $53.02 +2.4%
188 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 501.0 $469K 0.08% -9.0 -1.8% $935.47 +1.3%
189 IOCT INNOVATOR ETFS TRUST 12,403.0 $459K 0.08% $36.99 +2.8%
190 BOTZ GLOBAL X FDS 12,033.0 $457K 0.08% $37.94 -5.0%
191 RSP INVESCO EXCHANGE TRADED FD T 2,131.0 $453K 0.08% $212.77 +4.2%
192 UMAR INNOVATOR ETFS TRUST 10,718.0 $453K 0.08% $42.25 +1.7%
193 MA MASTERCARD INCORPORATED Financial Services 854.0 $439K 0.08% +27.0 +3.3% $513.60 +13.1%
194 CGSM CAPITAL GRP FIXED INCM ETF T 16,477.0 $435K 0.08% +793.0 +5.1% $26.39 -0.2%
195 DE DEERE & CO Industrials 676.0 $429K 0.08% -16.0 -2.3% $634.66 +2.0%
196 CIBR FIRST TR EXCHANGE-TRADED FD 4,750.0 $427K 0.08% $89.85 +5.6%
197 CGHM CAPITAL GRP FIXED INCM ETF T 16,500.0 $427K 0.08% +108.0 +0.7% $25.85 -1.8%
198 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 437.0 $422K 0.08% NEW $965.00 -11.9%
199 BAC BANK OF AMER CORP Financial Services 7,374.0 $420K 0.08% $56.98 +8.3%
200 HYMB SPDR SERIES TRUST 16,321.0 $415K 0.07% -2K -8.6% $25.44 -2.5%
Page 10 of 14  ·  270 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%