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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 6 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CVX CHEVRON CORPORATION Energy 4,756.0 $984K 0.20% -5K -51.8% $206.86 -5.9%
102 DUK DUKE ENERGY CORP NEW Utilities 7,334.0 $960K 0.20% -7K -50.0% $130.95 -6.9%
103 BND VANGUARD BD INDEX FDS 12,710.0 $936K 0.19% -6K -30.6% $73.64 -1.3%
104 NIHI NEOS ETF TRUST 19,072.0 $930K 0.19% +5K +31.7% $48.76 +4.6%
105 IOO ISHARES TR 7,673.0 $928K 0.19% -8K -50.0% $120.97 +16.3%
106 MCD MCDONALDS CORP Consumer Cyclical 2,893.0 $899K 0.18% -3K -50.0% $310.76 -9.6%
107 VBK VANGUARD INDEX FDS 2,939.0 $888K 0.18% -3K -50.6% $302.25 +10.2%
108 NEE NEXTERA ENERGY INC Utilities 9,451.0 $878K 0.18% -8K -46.9% $92.88 -6.3%
109 JPM JPMORGAN CHASE & CO Financial Services 2,976.0 $875K 0.18% -3K -50.4% $294.12 +1.8%
110 JNJ JOHNSON & JOHNSON Healthcare 3,499.0 $855K 0.17% -4K -50.6% $244.47 -6.9%
111 BJUL INNOVATOR ETFS TRUST 17,180.0 $854K 0.17% -17K -50.3% $49.69 +7.5%
112 TOTL SSGA ACTIVE ETF TR 21,314.0 $847K 0.17% -17K -45.0% $39.73 -1.4%
113 IJUL INNOVATOR ETFS TRUST 25,067.0 $846K 0.17% -26K -51.3% $33.75 +3.6%
114 WMT WALMART INC Consumer Defensive 6,775.0 $842K 0.17% -8K -53.1% $124.28 +6.4%
115 LMT LOCKHEED MARTIN CORP Industrials 1,385.0 $837K 0.17% -1K -50.0% $604.39 -13.7%
116 BAUG INNOVATOR ETFS TRUST 16,718.0 $817K 0.17% -17K -50.3% $48.85 +8.0%
117 ITOT ISHARES TR 5,695.0 $811K 0.17% -6K -50.0% $142.43 +12.7%
118 RTX RTX CORPORATION Industrials 4,188.0 $808K 0.17% -4K -48.5% $192.90 -9.9%
119 VBR VANGUARD INDEX FDS 3,545.0 $770K 0.16% -4K -51.0% $217.33 +5.1%
120 SHM SPDR SERIES TRUST 16,047.0 $768K 0.16% -12K -42.9% $47.83 -0.3%
Page 6 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%