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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 6 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NAPR INNOVATOR ETFS TRUST 18,407.0 $1.1M 0.20% -1K -6.3% $59.20 +1.3%
102 JPM JPMORGAN CHASE & CO Financial Services 3,305.0 $1.1M 0.20% +329.0 +11.1% $327.29 +7.4%
103 BJUN INNOVATOR ETFS TRUST 22,188.0 $1.1M 0.20% -170.0 -0.8% $48.68 +2.0%
104 VBK VANGUARD INDEX FDS 2,939.0 $1.1M 0.19% $365.70 -1.9%
105 BALT INNOVATOR ETFS TRUST 30,701.0 $1.1M 0.19% -422.0 -1.4% $34.27 +1.3%
106 IOO ISHARES TR 7,673.0 $1.0M 0.19% $136.60 +5.3%
107 BND VANGUARD BD INDEX FDS 14,219.0 $1.0M 0.19% +2K +11.9% $73.41 -1.6%
108 MOAT VANECK ETF TRUST 9,605.0 $999K 0.18% -585.0 -5.7% $103.96 +10.1%
109 AVGO BROADCOM INC Technology 2,585.0 $976K 0.18% +889.0 +52.4% $377.75 -2.5%
110 JNJ JOHNSON & JOHNSON Healthcare 3,739.0 $950K 0.17% +240.0 +6.9% $254.00 +6.4%
111 ITOT ISHARES TR 5,695.0 $936K 0.17% $164.27 +2.3%
112 DUK DUKE ENERGY CORP NEW Utilities 7,260.0 $919K 0.17% -74.0 -1.0% $126.58 -5.3%
113 RTX RTX CORPORATION Industrials 4,779.0 $907K 0.16% +591.0 +14.1% $189.73 +10.6%
114 NEE NEXTERA ENERGY INC Utilities 10,314.0 $905K 0.16% +863.0 +9.1% $87.77 -4.7%
115 IJUL INNOVATOR ETFS TRUST 24,975.0 $898K 0.16% $35.97 +2.8%
116 ABBV ABBVIE INC Healthcare 3,535.0 $890K 0.16% +510.0 +16.9% $251.63 +5.3%
117 BJUL INNOVATOR ETFS TRUST 16,313.0 $886K 0.16% -867.0 -5.0% $54.31 +1.9%
118 BAUG INNOVATOR ETFS TRUST 16,403.0 $879K 0.16% -315.0 -1.9% $53.61 +2.9%
119 LRCX LAM RESEARCH CORP Technology 2,002.0 $868K 0.16% -248.0 -11.0% $433.33 -27.5%
120 GE GE AEROSPACE Industrials 2,318.0 $866K 0.16% -34.0 -1.4% $373.77 -6.8%
Page 6 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%