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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 8 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MMIT NEW YORK LIFE INVTS ACTIVE E 24,871.0 $599K 0.12% -23K -48.6% $24.10 +0.3%
142 ANGL VANECK ETF TRUST 20,581.0 $591K 0.12% -21K -50.0% $28.72 +0.5%
143 FTEC FIDELITY COVINGTON TRUST 2,811.0 $585K 0.12% -3K -50.0% $208.05 +29.8%
144 AMAT APPLIED MATLS INC Technology 1,696.0 $580K 0.12% -2K -49.9% $341.77 +25.8%
145 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,766.0 $578K 0.12% -2K -51.1% $327.07 +8.7%
146 UNP UNION PAC CORP Industrials 2,374.0 $576K 0.12% -2K -50.9% $242.62 +11.4%
147 VSS VANGUARD INTL EQUITY INDEX F 3,940.0 $574K 0.12% NEW $145.80 +8.7%
148 META META PLATFORMS INC Communication Services 992.0 $568K 0.12% -962.0 -49.2% $572.16 +6.0%
149 XLRE SELECT SECTOR SPDR TR 13,860.0 $566K 0.12% -10K -42.1% $40.83 +6.5%
150 HD HOME DEPOT INC Consumer Cyclical 1,699.0 $559K 0.11% -2K -50.9% $328.96 -9.2%
151 BSV VANGUARD BD INDEX FDS 6,780.0 $532K 0.11% -7K -51.5% $78.40 -0.7%
152 DLS WISDOMTREE TR 6,497.0 $530K 0.11% NEW $81.52 +6.7%
153 AVGO BROADCOM INC Technology 1,696.0 $525K 0.11% -2K -49.3% $309.51 +35.8%
154 SPSM SPDR SERIES TRUST 10,795.0 $522K 0.11% -11K -50.0% $48.32 +8.1%
155 VOE VANGUARD INDEX FDS 2,830.0 $522K 0.11% -3K -50.0% $184.28 +3.5%
156 AEP AMERICAN ELEC PWR CO INC Utilities 3,975.0 $521K 0.11% -4K -50.0% $131.08 -3.9%
157 V VISA INC Financial Services 1,694.0 $512K 0.10% -2K -53.6% $302.24 +7.7%
158 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 510.0 $508K 0.10% -686.0 -57.4% $996.43 +5.7%
159 NJUL INNOVATOR ETFS TRUST 7,076.0 $505K 0.10% -7K -50.0% $71.42 +7.4%
160 SCHH SCHWAB STRATEGIC TR 23,457.0 $504K 0.10% -27K -53.6% $21.49 +7.6%
Page 8 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%