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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 13 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FENY FIDELITY COVINGTON TRUST 8,603.0 $254K 0.05% $29.56 +19.5%
242 SPHY SPDR SERIES TRUST 10,834.0 $254K 0.05% +526.0 +5.1% $23.44 -0.6%
243 AES AES CORP Utilities 17,314.0 $254K 0.05% $14.66 +0.8%
244 BSJR INVESCO EXCH TRD SLF IDX FD 11,311.0 $253K 0.05% NEW $22.35 +0.4%
245 XLC SELECT SECTOR SPDR TR 2,358.0 $253K 0.05% $107.13 +4.0%
246 BALL BALL CORP Consumer Cyclical 4,021.0 $251K 0.04% -36.0 -0.9% $62.40 +1.9%
247 GAM GENERAL AMERN INVS CO INC Financial Services 3,866.0 $246K 0.04% $63.75 +6.1%
248 BSM BLACK STONE MINERALS L P Energy 17,614.0 $246K 0.04% -683.0 -3.7% $13.97 +6.6%
249 SUB ISHARES TR 2,292.0 $244K 0.04% $106.47 -0.2%
250 SPACE EXPLORATION TECHN CORP 1,416.0 $242K 0.04% NEW $170.86
251 NVS NOVARTIS AG Healthcare 1,533.0 $240K 0.04% $156.72 +1.4%
252 EMN EASTMAN CHEM CO Basic Materials 3,549.0 $238K 0.04% +289.0 +8.9% $66.98 +10.6%
253 CMI CUMMINS INC Industrials 326.0 $233K 0.04% NEW $713.21 -17.6%
254 PDI PIMCO DYNAMIC INCOME FD Financial Services 13,904.0 $232K 0.04% $16.70 -9.5%
255 AXP AMERICAN EXPRESS CO Financial Services 685.0 $232K 0.04% NEW $338.33 -0.7%
256 WFC WELLS FARGO & CO Financial Services 2,792.0 $231K 0.04% +221.0 +8.6% $82.64 +1.5%
257 SCHR SCHWAB STRATEGIC TR 9,130.0 $225K 0.04% +73.0 +0.8% $24.66 -1.1%
258 VPU VANGUARD WORLD FD 1,145.0 $224K 0.04% $195.73 -5.5%
259 IJAN INNOVATOR ETFS TRUST 5,776.0 $220K 0.04% $38.08 +2.5%
260 VTEB VANGUARD MUN BD FDS 4,344.0 $220K 0.04% $50.58 -2.1%
Page 13 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%