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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 12 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CVS CVS HEALTH CORP Healthcare 3,804.0 $273K 0.06% -4K -50.0% $71.82 +35.3%
222 CSX CSX CORP Industrials 6,418.0 $263K 0.05% -3K -33.1% $41.05 +11.9%
223 XLC SELECT SECTOR SPDR TR 2,358.0 $261K 0.05% -2K -50.0% $110.86 +4.7%
224 ALL ALLSTATE CORP Financial Services 1,254.0 $260K 0.05% -1K -50.0% $207.34 +4.8%
225 OXY OCCIDENTAL PETE CORP Energy 3,862.0 $251K 0.05% -4K -49.8% $65.00 -12.6%
226 EMN EASTMAN CHEM CO Basic Materials 3,260.0 $249K 0.05% -3K -50.3% $76.32 -5.0%
227 JEPQ J P MORGAN EXCHANGE TRADED F 4,445.0 $247K 0.05% -3K -42.8% $55.52 +7.7%
228 SUB ISHARES TR 2,292.0 $244K 0.05% -2K -50.0% $106.50 -0.3%
229 AES AES CORP Utilities 17,314.0 $244K 0.05% -17K -50.0% $14.09 +2.7%
230 EFV ISHARES TR 3,250.0 $242K 0.05% -12K -79.3% $74.33 +4.0%
231 SPHY SPDR SERIES TRUST 10,308.0 $240K 0.05% -9K -45.2% $23.32 -0.1%
232 BALL BALL CORP Consumer Cyclical 4,057.0 $240K 0.05% -4K -50.0% $59.11 -6.6%
233 ARTY ISHARES TR 5,147.0 $239K 0.05% -5K -50.0% $46.53 +41.4%
234 PDI PIMCO DYNAMIC INCOME FD Financial Services 13,904.0 $238K 0.05% -14K -50.0% $17.11 -1.5%
235 PSX PHILLIPS 66 Energy 1,305.0 $238K 0.05% -1K -50.0% $182.14 -5.8%
236 NVS NOVARTIS AG Healthcare 1,533.0 $234K 0.05% -2K -50.0% $152.75 -2.0%
237 CGCP CAPITAL GRP FIXED INCM ETF T 10,438.0 $233K 0.05% -5K -31.3% $22.34 -0.8%
238 CSCO CISCO SYS INC Technology 2,987.0 $232K 0.05% -3K -53.5% $77.59 +48.9%
239 XLP SELECT SECTOR SPDR TR 2,807.0 $230K 0.05% -3K -50.0% $81.98 +3.2%
240 VPU VANGUARD WORLD FD 1,145.0 $227K 0.05% -1K -50.0% $198.14 -4.0%
Page 12 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%