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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 5 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QDPL PACER FDS TR 32,427.0 $1.3M 0.27% -25K -44.0% $40.14 +12.4%
82 VHT VANGUARD WORLD FD 4,737.0 $1.3M 0.26% -5K -50.0% $272.33 -0.9%
83 BDEC INNOVATOR ETFS TRUST 26,666.0 $1.3M 0.26% -28K -51.2% $48.00 +9.5%
84 PJUN INNOVATOR ETFS TRUST 29,912.0 $1.3M 0.26% -30K -49.8% $41.83 +3.5%
85 PJAN INNOVATOR ETFS TRUST 26,782.0 $1.2M 0.25% -27K -50.3% $46.13 +6.2%
86 SCHE SCHWAB STRATEGIC TR 37,178.0 $1.2M 0.25% -40K -51.9% $32.95 +8.0%
87 IVV ISHARES TR 1,854.0 $1.2M 0.25% -4K -68.5% $653.26 +13.5%
88 SHW SHERWIN WILLIAMS CO Basic Materials 3,753.0 $1.2M 0.25% -4K -50.0% $320.55 -6.0%
89 SPMD SPDR SERIES TRUST 19,965.0 $1.2M 0.24% -16K -44.0% $59.22 +7.0%
90 TFC TRUIST FINL CORP Financial Services 24,146.0 $1.1M 0.23% -24K -49.8% $45.97 +2.1%
91 T AT&T INC Communication Services 37,895.0 $1.1M 0.22% -41K -51.9% $28.99 -17.0%
92 CL COLGATE PALMOLIVE CO Consumer Defensive 12,818.0 $1.1M 0.22% -13K -50.0% $85.23 +4.8%
93 GOOG ALPHABET INC Communication Services 3,806.0 $1.1M 0.22% -4K -53.2% $286.87 +37.4%
94 NAPR INNOVATOR ETFS TRUST 19,649.0 $1.1M 0.22% -20K -50.4% $54.62 +7.5%
95 PSEP INNOVATOR ETFS TRUST 24,261.0 $1.0M 0.21% -24K -50.0% $43.06 +5.7%
96 BALT INNOVATOR ETFS TRUST 31,123.0 $1.0M 0.21% -33K -51.3% $33.47 +1.8%
97 IWP ISHARES TR 8,092.0 $1.0M 0.21% -8K -50.0% $128.12 +6.2%
98 BJUN INNOVATOR ETFS TRUST 22,358.0 $1.0M 0.21% -22K -50.0% $46.25 +5.7%
99 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 27,833.0 $986K 0.20% -28K -50.1% $35.44 -2.4%
100 MOAT VANECK ETF TRUST 10,190.0 $985K 0.20% -16K -61.6% $96.70 +2.9%
Page 5 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%