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Portfolio (Quarterly) Guide ↗

BCS Wealth Management

· CIK 0001798172
13F Portfolio $990M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 352 New
Page 14 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IYW ISHARES TR 1,824.0 $364K 0.04% NEW $199.68 +18.4%
262 IJUN INNOVATOR ETFS TRUST 12,418.0 $363K 0.04% NEW $29.22 +5.1%
263 BX BLACKSTONE INC Financial Services 2,352.0 $363K 0.04% NEW $154.14 -24.6%
264 EFA ISHARES TR 3,748.0 $360K 0.04% NEW $96.03 +6.3%
265 APRJ INNOVATOR ETFS TRUST 14,444.0 $356K 0.04% NEW $24.65 +1.2%
266 IBB ISHARES TR 2,078.0 $351K 0.04% NEW $168.77 -3.5%
267 XLG INVESCO EXCHANGE TRADED FD T 5,900.0 $350K 0.04% NEW $59.28 +6.8%
268 DIS DISNEY WALT CO Communication Services 3,057.0 $348K 0.04% NEW $113.80 -9.6%
269 CSX CSX CORP Industrials 9,596.0 $348K 0.04% NEW $36.25 +26.4%
270 VMC VULCAN MATLS CO Basic Materials 1,216.0 $347K 0.04% NEW $285.22 -9.5%
271 ISHARES TR 15,374.0 $345K 0.04% NEW $22.47
272 CGCP CAPITAL GRP FIXED INCM ETF T 15,194.0 $344K 0.04% NEW $22.64 -2.4%
273 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,312.0 $339K 0.03% NEW $146.58 -7.5%
274 PSX PHILLIPS 66 Energy 2,610.0 $337K 0.03% NEW $129.01 +38.1%
275 IVE ISHARES TR 1,572.0 $333K 0.03% NEW $212.07 +5.4%
276 ICOW PACER FDS TR 8,590.0 $332K 0.03% NEW $38.68 +14.9%
277 NRG NRG ENERGY INC Utilities 2,056.0 $327K 0.03% NEW $159.24 -22.3%
278 BAPR INNOVATOR ETFS TRUST 6,796.0 $326K 0.03% NEW $47.98 +9.6%
279 IYH ISHARES TR 5,000.0 $326K 0.03% NEW $65.10 -6.2%
280 ATO ATMOS ENERGY CORP Utilities 1,926.0 $323K 0.03% NEW $167.61 +6.8%
Page 14 of 18  ·  352 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 19.5%
Financial Services 17.8%
Technology 17.5%
Healthcare 8.9%
Industrials 7.9%
Consumer Cyclical 7.3%
Basic Materials 6.6%
Communication Services 6.2%
Utilities 4.0%
Energy 3.7%