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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 2 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 12,582.0 $5.5M 1.12% -12K -49.3% $436.80 -80.0%
22 BSCT INVESCO EXCH TRD SLF IDX FD 284,033.0 $5.3M 1.08% -263K -48.0% $18.66 -0.4%
23 RGLD ROYAL GOLD INC Basic Materials 20,679.0 $5.3M 1.07% -21K -49.9% $254.49 -5.5%
24 BSCW INVESCO EXCH TRD SLF IDX FD 245,987.0 $5.1M 1.03% -248K -50.2% $20.59 -0.5%
25 SCHA SCHWAB STRATEGIC TR 173,257.0 $5.0M 1.03% -186K -51.8% $29.08 +12.0%
26 BSCV INVESCO EXCH TRD SLF IDX FD 305,460.0 $5.0M 1.03% -315K -50.8% $16.46 -0.6%
27 MUNI PIMCO ETF TR 94,554.0 $4.9M 1.01% -83K -46.9% $52.19 -0.3%
28 FNDF SCHWAB STRATEGIC TR 100,113.0 $4.9M 1.00% -40K -28.7% $48.93 +7.4%
29 COWZ PACER FDS TR 76,580.0 $4.8M 0.98% -78K -50.3% $62.56 +0.6%
30 AAPL APPLE INC Technology 18,621.0 $4.7M 0.96% -19K -50.5% $253.78 +18.3%
31 BSCU INVESCO EXCH TRD SLF IDX FD 279,332.0 $4.7M 0.95% -276K -49.7% $16.72 -0.4%
32 VTI VANGUARD INDEX FDS 14,556.0 $4.7M 0.95% -9K -38.0% $320.82 +13.1%
33 PFEB INNOVATOR ETFS TRUST 114,488.0 $4.6M 0.94% -125K -52.2% $40.10 +6.3%
34 VXF VANGUARD INDEX FDS 18,624.0 $3.8M 0.78% -14K -43.5% $205.80 +9.1%
35 QQQ INVESCO QQQ TR Financial Services 6,555.0 $3.8M 0.77% -7K -51.7% $577.15 +22.8%
36 NVDA NVIDIA CORPORATION Technology 19,900.0 $3.5M 0.71% -20K -50.5% $174.41 +35.2%
37 VIOO VANGUARD ADMIRAL FDS INC 29,448.0 $3.4M 0.69% -23K -43.8% $114.83 +7.8%
38 QQQM INVESCO EXCH TRADED FD TR II 12,574.0 $3.0M 0.61% -11K -47.6% $237.62 +22.8%
39 SCHB SCHWAB STRATEGIC TR 118,319.0 $3.0M 0.61% -152K -56.2% $25.10 +13.2%
40 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,496.0 $2.9M 0.60% -4K -48.4% $650.51 +13.6%
Page 2 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%