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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 11 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BJAN INNOVATOR ETFS TRUST 6,197.0 $330K 0.07% -6K -48.0% $53.33 +9.1%
202 IBM INTERNATIONAL BUSINESS MACHS Technology 1,342.0 $325K 0.07% -1K -48.1% $242.32 -9.9%
203 JEPI J P MORGAN EXCHANGE TRADED F 5,618.0 $318K 0.07% -5K -45.6% $56.68 -1.4%
204 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,222.0 $317K 0.07% -5K -50.0% $60.65 -6.0%
205 HDV ISHARES TR 2,319.0 $315K 0.06% -3K -56.0% $135.75 -79.9%
206 VEU VANGUARD INTL EQUITY INDEX F 4,187.0 $314K 0.06% -4K -50.0% $75.10 +7.9%
207 M MACYS INC Consumer Cyclical 17,322.0 $313K 0.06% -17K -49.6% $18.09 +1.2%
208 IMAR INNOVATOR ETFS TRUST 10,389.0 $302K 0.06% -9K -46.5% $29.03 +2.5%
209 BNOV INNOVATOR ETFS TRUST 7,002.0 $301K 0.06% -7K -50.5% $43.02 +9.5%
210 CIBR FIRST TR EXCHANGE-TRADED FD 4,750.0 $298K 0.06% -5K -50.0% $62.68 +26.1%
211 AMGN AMGEN INC Healthcare 843.0 $297K 0.06% -843.0 -50.0% $351.85 -7.3%
212 IJR ISHARES TR 2,374.0 $295K 0.06% -2K -50.2% $124.29 +7.8%
213 FENY FIDELITY COVINGTON TRUST 8,603.0 $293K 0.06% -9K -50.0% $34.02 -2.6%
214 BSJQ INVESCO EXCH TRD SLF IDX FD 12,541.0 $291K 0.06% -10K -45.3% $23.17 +0.1%
215 NJAN INNOVATOR ETFS TRUST 5,372.0 $287K 0.06% -4K -45.2% $53.37 +9.1%
216 INTC INTEL CORP Technology 6,447.0 $285K 0.06% -8K -55.4% $44.13 +162.7%
217 SOXX ISHARES TR 848.0 $279K 0.06% -850.0 -50.1% $328.79 +54.9%
218 BSM BLACK STONE MINERALS L P Energy 18,297.0 $277K 0.06% -18K -49.1% $15.12 -7.3%
219 MOTI VANECK ETF TRUST 8,048.0 $275K 0.06% -8K -50.0% $34.15 -0.2%
220 GLD SPDR GOLD TR Financial Services 637.0 $274K 0.06% -507.0 -44.3% $430.29 -0.7%
Page 11 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%