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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 4 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOGL ALPHABET INC Communication Services 11,324.0 $3.5M 0.36% NEW $313.03 +26.8%
62 FNDC SCHWAB STRATEGIC TR 79,502.0 $3.5M 0.36% NEW $44.55 +11.1%
63 PUTNAM ETF TRUST 451,552.0 $3.5M 0.36% NEW $7.81
64 SCHM SCHWAB STRATEGIC TR 112,890.0 $3.4M 0.34% NEW $30.07 +12.4%
65 MRK MERCK & CO INC Healthcare 31,956.0 $3.4M 0.34% NEW $105.25 +5.8%
66 VXUS VANGUARD STAR FDS 43,874.0 $3.3M 0.33% NEW $75.44 +10.7%
67 BERKSHIRE HATHAWAY INC DEL 6,393.0 $3.2M 0.33% NEW $502.65
68 POCT INNOVATOR ETFS TRUST 71,533.0 $3.1M 0.32% NEW $43.92 +4.4%
69 PNOV INNOVATOR ETFS TRUST 74,286.0 $3.1M 0.31% NEW $41.78 +4.8%
70 SCHG SCHWAB STRATEGIC TR 93,400.0 $3.0M 0.31% NEW $32.62 +4.8%
71 MMIN NEW YORK LIFE INVTS ACTIVE E 120,116.0 $2.9M 0.29% NEW $23.94 -0.5%
72 KMB KIMBERLY-CLARK CORP Consumer Defensive 27,364.0 $2.8M 0.28% NEW $100.89 -4.9%
73 GCOW PACER FDS TR 66,774.0 $2.8M 0.28% NEW $41.22 +13.0%
74 MOAT VANECK ETF TRUST 26,537.0 $2.7M 0.28% NEW $103.56 -3.0%
75 PH PARKER-HANNIFIN CORP Industrials 3,120.0 $2.7M 0.28% NEW $878.96 -1.8%
76 VWO VANGUARD INTL EQUITY INDEX F 50,966.0 $2.7M 0.28% NEW $53.76 +8.8%
77 VHT VANGUARD WORLD FD 9,474.0 $2.7M 0.28% NEW $287.85 -5.7%
78 BDEC INNOVATOR ETFS TRUST 54,668.0 $2.7M 0.27% NEW $49.56 +6.0%
79 FNDE SCHWAB STRATEGIC TR 74,359.0 $2.7M 0.27% NEW $36.06 +11.9%
80 SCHZ SCHWAB STRATEGIC TR 112,662.0 $2.6M 0.27% NEW $23.37 -2.0%
Page 4 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%