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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 7 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KO COCA COLA CO Consumer Defensive 10,646.0 $865K 0.16% +896.0 +9.2% $81.26 +12.1%
122 VBR VANGUARD INDEX FDS 3,536.0 $859K 0.15% $243.00 +2.5%
123 IYJ ISHARES TR 5,100.0 $850K 0.15% $166.65 -1.1%
124 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 28,115.0 $848K 0.15% +282.0 +1.0% $30.17 +16.0%
125 TOTL SSGA ACTIVE ETF TR 21,361.0 $843K 0.15% $39.47 -1.8%
126 IJH ISHARES TR 10,868.0 $838K 0.15% +303.0 +2.9% $77.11 -0.4%
127 FTEC FIDELITY COVINGTON TRUST 2,921.0 $834K 0.15% +110.0 +3.9% $285.58 -1.0%
128 INTC INTEL CORP Technology 5,957.0 $832K 0.15% -490.0 -7.6% $139.64 -35.5%
129 IAPR INNOVATOR ETFS TRUST 24,451.0 $812K 0.15% +575.0 +2.4% $33.21 +2.8%
130 XLV SELECT SECTOR SPDR TR 5,060.0 $803K 0.14% +2K +95.7% $158.67 +10.1%
131 SHM SPDR SERIES TRUST 16,685.0 $800K 0.14% +638.0 +4.0% $47.97 -0.4%
132 MCD MCDONALDS CORP Consumer Cyclical 2,942.0 $795K 0.14% +49.0 +1.7% $270.28 +0.2%
133 WMT WALMART INC Consumer Defensive 7,007.0 $794K 0.14% +232.0 +3.4% $113.26 -8.4%
134 TSLA TESLA INC Consumer Cyclical 1,834.0 $771K 0.14% -20.0 -1.1% $420.60 -13.7%
135 T AT&T INC Communication Services 36,556.0 $757K 0.14% -1K -3.5% $20.70 +22.3%
136 VOT VANGUARD INDEX FDS 2,444.0 $749K 0.14% $306.30 -0.3%
137 CVX CHEVRON CORPORATION Energy 4,437.0 $735K 0.13% -319.0 -6.7% $165.73 +23.8%
138 BFEB INNOVATOR ETFS TRUST 13,712.0 $722K 0.13% $52.64 +2.1%
139 VSS VANGUARD INTL EQUITY INDEX F 4,588.0 $708K 0.13% +648.0 +16.4% $154.29 +3.7%
140 UNP UNION PAC CORP Industrials 2,593.0 $705K 0.13% +219.0 +9.2% $272.00 +13.3%
Page 7 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%