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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 13 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GAM GENERAL AMERN INVS CO INC Financial Services 3,866.0 $226K 0.05% -4K -50.0% $58.47 +9.5%
242 SCHR SCHWAB STRATEGIC TR 9,057.0 $226K 0.05% -9K -50.2% $24.91 -1.5%
243 WM WASTE MGMT INC DEL Industrials 977.0 $225K 0.05% -977.0 -50.0% $229.79 -4.8%
244 VTEB VANGUARD MUN BD FDS 4,344.0 $217K 0.04% -4K -50.0% $49.89 -0.1%
245 IJAN INNOVATOR ETFS TRUST 5,776.0 $210K 0.04% -6K -52.5% $36.28 +2.7%
246 WFC WELLS FARGO & CO Financial Services 2,571.0 $205K 0.04% -3K -56.3% $79.61 -7.3%
247 AUPH AURINIA PHARMACEUTICALS INC Healthcare 12,083.0 $179K 0.04% -12K -50.0% $14.82 +3.1%
248 FSK FS KKR CAP CORP Financial Services 13,250.0 $135K 0.03% -13K -50.0% $10.18 +6.1%
Page 13 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%