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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 4 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DBEF DBX ETF TR 36,529.0 $1.8M 0.37% -40K -52.4% $49.40 +5.0%
62 PUTNAM ETF TRUST 225,776.0 $1.8M 0.36% -226K -50.0% $7.79
63 SCHM SCHWAB STRATEGIC TR 56,705.0 $1.8M 0.36% -56K -49.8% $30.96 +9.5%
64 VXUS VANGUARD STAR FDS 21,853.0 $1.7M 0.34% -22K -50.2% $77.11 +8.5%
65 LLY ELI LILLY & CO Healthcare 1,825.0 $1.7M 0.34% -2K -49.9% $919.77 +7.7%
66 FNDA SCHWAB STRATEGIC TR 50,773.0 $1.6M 0.34% -33K -39.2% $32.43 +7.6%
67 GOOGL ALPHABET INC Communication Services 5,629.0 $1.6M 0.33% -6K -50.3% $287.57 +38.4%
68 GCOW PACER FDS TR 34,261.0 $1.6M 0.32% -33K -48.7% $46.24 -0.1%
69 XOM EXXON MOBIL CORP Energy 9,237.0 $1.6M 0.32% -9K -49.5% $169.65 -8.3%
70 MMIN NEW YORK LIFE INVTS ACTIVE E 65,735.0 $1.6M 0.32% -54K -45.3% $23.71 +0.5%
71 BERKSHIRE HATHAWAY INC DEL 3,236.0 $1.6M 0.32% -3K -49.4% $479.20
72 POCT INNOVATOR ETFS TRUST 35,652.0 $1.5M 0.31% -36K -50.2% $43.11 +6.3%
73 PNOV INNOVATOR ETFS TRUST 37,013.0 $1.5M 0.31% -37K -50.2% $40.86 +7.2%
74 VWO VANGUARD INTL EQUITY INDEX F 27,359.0 $1.5M 0.30% -24K -46.3% $54.05 +8.5%
75 CAT CATERPILLAR INC Industrials 2,045.0 $1.4M 0.30% -2K -50.3% $708.62 +24.9%
76 SPHQ INVESCO EXCHANGE TRADED FD T 18,662.0 $1.4M 0.29% -11K -37.7% $75.19 +9.7%
77 SCHG SCHWAB STRATEGIC TR 47,925.0 $1.4M 0.28% -45K -48.7% $29.13 +17.4%
78 PH PARKER-HANNIFIN CORP Industrials 1,558.0 $1.4M 0.28% -2K -50.1% $895.24 -3.7%
79 SCHZ SCHWAB STRATEGIC TR 58,405.0 $1.4M 0.28% -54K -48.2% $23.22 -1.2%
80 KMB KIMBERLY-CLARK CORP Consumer Defensive 13,682.0 $1.3M 0.27% -14K -50.0% $96.47 +0.4%
Page 4 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%