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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 11 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BSJQ INVESCO EXCH TRD SLF IDX FD 18,037.0 $414K 0.07% +5K +43.8% $22.96 -0.0%
202 M MACYS INC Consumer Cyclical 17,415.0 $410K 0.07% +93.0 +0.5% $23.55 -3.1%
203 MGK VANGUARD WORLD FD 4,600.0 $404K 0.07% +4K +400.0% $87.91 +1.2%
204 ARTY ISHARES TR 5,197.0 $396K 0.07% +50.0 +1.0% $76.16 -2.6%
205 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 10,620.0 $385K 0.07% $36.24 +4.2%
206 IAUI NEOS ETF TRUST 7,913.0 $383K 0.07% +2K +34.7% $48.45 +8.9%
207 ORC ORCHID IS CAP INC Real Estate 54,876.0 $382K 0.07% +2K +3.7% $6.97 -3.9%
208 CSCO CISCO SYS INC Technology 3,243.0 $381K 0.07% +256.0 +8.6% $117.46 -5.5%
209 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,374.0 $379K 0.07% -153.0 -1.3% $33.29 +31.2%
210 IBM INTERNATIONAL BUSINESS MACHS Technology 1,309.0 $368K 0.07% -33.0 -2.5% $281.12 -16.2%
211 KAPR INNOVATOR ETFS TRUST 9,187.0 $366K 0.07% -53.0 -0.6% $39.80 +1.4%
212 XLY SELECT SECTOR SPDR TR 3,102.0 $364K 0.07% -79.0 -2.5% $117.28 +0.6%
213 LOW LOWES COS INC Consumer Cyclical 1,645.0 $363K 0.07% -26.0 -1.6% $220.44 -2.0%
214 CVS CVS HEALTH CORP Healthcare 3,398.0 $352K 0.06% -406.0 -10.7% $103.45 -10.1%
215 VEU VANGUARD INTL EQUITY INDEX F 4,160.0 $348K 0.06% -27.0 -0.6% $83.75 +2.3%
216 VCIT VANGUARD SCOTTSDALE FDS 4,177.0 $345K 0.06% $82.65 -1.9%
217 KOCT INNOVATOR ETFS TRUST 9,090.0 $340K 0.06% -775.0 -7.9% $37.36 +1.6%
218 BNOV INNOVATOR ETFS TRUST 7,002.0 $335K 0.06% $47.81 +2.4%
219 BJAN INNOVATOR ETFS TRUST 5,585.0 $329K 0.06% -612.0 -9.9% $58.87 +2.2%
220 NJAN INNOVATOR ETFS TRUST 5,372.0 $317K 0.06% $59.02 +1.0%
Page 11 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%