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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 3 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHC SCHWAB STRATEGIC TR 60,795.0 $2.9M 0.53% -992.0 -1.6% $48.12 +6.5%
42 FNDC SCHWAB STRATEGIC TR 59,639.0 $2.9M 0.52% +10K +20.5% $48.56 +5.0%
43 IEMG ISHARES INC 34,154.0 $2.8M 0.51% -2K -5.6% $82.84 -1.5%
44 NOBL PROSHARES TR 50,094.0 $2.8M 0.51% +24K +90.0% $56.16 +4.6%
45 BSCZ INVESCO EXCH TRD SLF IDX FD 134,922.0 $2.8M 0.50% +13K +10.8% $20.47 -2.0%
46 FLRN SPDR SERIES TRUST 89,419.0 $2.8M 0.50% -3K -3.7% $30.85 -0.1%
47 AMZN AMAZON COM INC Consumer Cyclical 11,302.0 $2.7M 0.48% +708.0 +6.7% $238.33 +8.5%
48 PMAR INNOVATOR ETFS TRUST 56,372.0 $2.7M 0.48% -405.0 -0.7% $47.77 +1.7%
49 VB VANGUARD INDEX FDS 8,492.0 $2.6M 0.46% +237.0 +2.9% $303.11 +0.5%
50 PAUG INNOVATOR ETFS TRUST 55,204.0 $2.5M 0.45% $45.64 +2.1%
51 MSFT MICROSOFT CORP Technology 6,651.0 $2.5M 0.45% +199.0 +3.1% $373.00 +29.6%
52 PDEC INNOVATOR ETFS TRUST 51,745.0 $2.4M 0.43% -300.0 -0.6% $45.89 +1.9%
53 FNDE SCHWAB STRATEGIC TR 59,471.0 $2.4M 0.42% +11K +21.5% $39.68 +5.5%
54 LLY ELI LILLY & CO Healthcare 1,962.0 $2.4M 0.42% +137.0 +7.5% $1199.43 +4.6%
55 SCHM SCHWAB STRATEGIC TR 63,394.0 $2.3M 0.42% +7K +11.8% $36.87 -1.9%
56 CALF PACER FDS TR 46,047.0 $2.3M 0.42% +946.0 +2.1% $50.61 +14.2%
57 FNDA SCHWAB STRATEGIC TR 61,195.0 $2.3M 0.42% +10K +20.5% $38.06 -0.9%
58 IUSG ISHARES TR 12,303.0 $2.3M 0.42% +341.0 +2.9% $188.09 +0.9%
59 SCHV SCHWAB STRATEGIC TR 66,329.0 $2.3M 0.42% +2K +3.1% $34.81 +0.4%
60 GOOGL ALPHABET INC Communication Services 6,287.0 $2.2M 0.41% +658.0 +11.7% $357.33 -3.5%
Page 3 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%