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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 12 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IMAR INNOVATOR ETFS TRUST 10,389.0 $316K 0.06% $30.45 +3.0%
222 XLE SELECT SECTOR SPDR TR 5,878.0 $312K 0.06% $53.11 +19.8%
223 ALL ALLSTATE CORP Financial Services 1,300.0 $309K 0.06% +46.0 +3.7% $237.94 +6.7%
224 AMGN AMGEN INC Healthcare 843.0 $305K 0.06% $362.12 +21.3%
225 CSX CSX CORP Industrials 6,240.0 $297K 0.05% -178.0 -2.8% $47.53 +8.5%
226 FDX FEDEX CORP Industrials 945.0 $296K 0.05% -27.0 -2.8% $313.03 +3.8%
227 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,112.0 $295K 0.05% -110.0 -2.1% $57.62 +16.3%
228 CEF SPROTT ASSET MANAGEMENT LP Financial Services 7,314.0 $294K 0.05% -58.0 -0.8% $40.23 +17.4%
229 JEPI J P MORGAN EXCHANGE TRADED F 5,162.0 $292K 0.05% -456.0 -8.1% $56.48 +2.5%
230 URTH ISHARES INC 1,424.0 $289K 0.05% NEW $202.64 +3.2%
231 TXN TEXAS INSTRS INC Technology 947.0 $282K 0.05% NEW $298.07 -11.3%
232 HDV ISHARES TR 10,215.0 $280K 0.05% +8K +340.5% $27.41 +8.8%
233 FIX COMFORT SYS USA INC Industrials 136.0 $270K 0.05% NEW $1981.95 -16.5%
234 GLD SPDR GOLD TR Financial Services 723.0 $266K 0.05% +86.0 +13.5% $368.38 +14.9%
235 MOTI VANECK ETF TRUST 7,991.0 $266K 0.05% -57.0 -0.7% $33.25 +12.0%
236 VZ VERIZON COMMUNICATIONS INC Communication Services 6,261.0 $265K 0.05% -857.0 -12.0% $42.34 +16.8%
237 CGCP CAPITAL GRP FIXED INCM ETF T 11,880.0 $265K 0.05% +1K +13.8% $22.29 -1.3%
238 JEPQ J P MORGAN EXCHANGE TRADED F 4,266.0 $262K 0.05% -179.0 -4.0% $61.45 -2.6%
239 ADI ANALOG DEVICES INC Technology 660.0 $262K 0.05% NEW $397.17 -6.1%
240 CRWD CROWDSTRIKE HLDGS INC Technology 334.0 $255K 0.05% NEW $190.79 +0.6%
Page 12 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%