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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 2 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSCV INVESCO EXCH TRD SLF IDX FD 620,872.0 $10.4M 1.05% NEW $16.69 -2.4%
22 BSCW INVESCO EXCH TRD SLF IDX FD 494,136.0 $10.3M 1.04% NEW $20.88 -2.4%
23 BSCT INVESCO EXCH TRD SLF IDX FD 546,592.0 $10.3M 1.04% NEW $18.83 -1.6%
24 SCHA SCHWAB STRATEGIC TR 359,359.0 $10.2M 1.03% NEW $28.48 +13.6%
25 AAPL APPLE INC Technology 37,590.0 $10.2M 1.03% NEW $271.85 +9.6%
26 PFEB INNOVATOR ETFS TRUST 239,484.0 $9.8M 0.98% NEW $40.72 +4.7%
27 BSCU INVESCO EXCH TRD SLF IDX FD 554,902.0 $9.4M 0.95% NEW $16.92 -2.1%
28 MUNI PIMCO ETF TR 177,958.0 $9.3M 0.94% NEW $52.41 -0.7%
29 COWZ PACER FDS TR 154,092.0 $9.3M 0.94% NEW $60.17 +5.7%
30 RGLD ROYAL GOLD INC Basic Materials 41,286.0 $9.2M 0.93% NEW $222.30 +2.7%
31 BSMY INVESCO EXCH TRD SLF IDX FD 365,223.0 $9.0M 0.91% NEW $24.58 -1.4%
32 QQQ INVESCO QQQ TR Financial Services 13,580.0 $8.3M 0.84% NEW $614.27 +14.9%
33 VTI VANGUARD INDEX FDS 23,488.0 $7.9M 0.80% NEW $335.24 +8.1%
34 MSFT MICROSOFT CORP Technology 15,564.0 $7.5M 0.76% NEW $483.64 -12.8%
35 NVDA NVIDIA CORPORATION Technology 40,158.0 $7.5M 0.76% NEW $186.51 +20.8%
36 SCHB SCHWAB STRATEGIC TR 269,882.0 $7.1M 0.71% NEW $26.23 +8.2%
37 VXF VANGUARD INDEX FDS 32,957.0 $6.9M 0.70% NEW $209.12 +7.1%
38 FNDF SCHWAB STRATEGIC TR 140,338.0 $6.3M 0.64% NEW $45.21 +17.1%
39 QQQM INVESCO EXCH TRADED FD TR II 24,017.0 $6.1M 0.61% NEW $252.92 +14.9%
40 SPY SPDR S&P 500 ETF TR Financial Services 8,715.0 $5.9M 0.60% NEW $682.09 +8.3%
Page 2 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%