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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 4 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAT CATERPILLAR INC Industrials 2,045.0 $2.2M 0.39% $1065.14 -22.3%
62 MRK MERCK & CO INC Healthcare 15,887.0 $2.0M 0.37% $128.50 +18.7%
63 PJUL INNOVATOR ETFS TRUST 39,806.0 $1.9M 0.35% -6K -13.8% $48.81 +1.6%
64 PAPR INNOVATOR ETFS TRUST 45,522.0 $1.9M 0.35% -456.0 -1.0% $42.20 +1.6%
65 VXUS VANGUARD STAR FDS 22,125.0 $1.9M 0.34% +272.0 +1.2% $85.49 +2.6%
66 DBEF DBX ETF TR 34,362.0 $1.9M 0.34% -2K -5.9% $54.63 +2.2%
67 SPHQ INVESCO EXCHANGE TRADED FD T 20,748.0 $1.9M 0.34% +2K +11.2% $90.10 -4.6%
68 QDPL PACER FDS TR 41,442.0 $1.9M 0.34% +9K +27.8% $45.07 +2.9%
69 MINO PIMCO ETF TR 40,773.0 $1.9M 0.34% -798.0 -1.9% $45.76 -2.2%
70 PUTNAM ETF TRUST 225,776.0 $1.8M 0.32% $7.93
71 MMIN NEW YORK LIFE INVTS ACTIVE E 71,083.0 $1.7M 0.31% +5K +8.1% $24.21 -2.5%
72 SCHG SCHWAB STRATEGIC TR 50,163.0 $1.7M 0.31% +2K +4.7% $33.84 +4.4%
73 PNOV INNOVATOR ETFS TRUST 37,493.0 $1.7M 0.30% +480.0 +1.3% $44.35 +2.1%
74 VWO VANGUARD INTL EQUITY INDEX F 27,632.0 $1.6M 0.30% +273.0 +1.0% $59.69 +1.3%
75 POCT INNOVATOR ETFS TRUST 35,359.0 $1.6M 0.30% -293.0 -0.8% $46.41 +1.9%
76 PH PARKER-HANNIFIN CORP Industrials 1,593.0 $1.6M 0.28% +35.0 +2.2% $978.12 +2.4%
77 KMB KIMBERLY-CLARK CORP Consumer Defensive 13,658.0 $1.5M 0.27% $109.77 -0.4%
78 BERKSHIRE HATHAWAY INC DEL 2,939.0 $1.5M 0.27% -297.0 -9.2% $500.39
79 SPMD SPDR SERIES TRUST 21,678.0 $1.5M 0.26% +2K +8.6% $67.56 -0.4%
80 GCOW PACER FDS TR 33,403.0 $1.4M 0.26% -858.0 -2.5% $43.30 +10.6%
Page 4 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%