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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 8 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LMT LOCKHEED MARTIN CORP Industrials 1,357.0 $691K 0.12% -28.0 -2.0% $509.46 +10.6%
142 GEV GE VERNOVA INC Utilities 575.0 $676K 0.12% +12.0 +2.1% $1174.86 -18.6%
143 V VISA INC Financial Services 1,965.0 $674K 0.12% +271.0 +16.0% $343.09 +8.1%
144 SO SOUTHERN CO Utilities 7,030.0 $673K 0.12% -80.0 -1.1% $95.71 -7.1%
145 QQQI NEOS ETF TRUST 11,713.0 $665K 0.12% NEW $56.79 -4.5%
146 UAPR INNOVATOR ETFS TRUST 18,875.0 $663K 0.12% $35.11 +1.6%
147 IYK ISHARES TR 9,000.0 $654K 0.12% $72.66 +3.7%
148 ARLP ALLIANCE RESOURCE PARTNERS L Energy 27,193.0 $652K 0.12% +554.0 +2.1% $23.98 +9.7%
149 PMAY INNOVATOR ETFS TRUST 15,674.0 $647K 0.12% -622.0 -3.8% $41.30 +1.8%
150 VYM VANGUARD WHITEHALL FDS 4,073.0 $644K 0.12% +1K +41.9% $158.03 +4.4%
151 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,732.0 $642K 0.12% -34.0 -1.9% $370.59 -3.8%
152 MU MICRON TECHNOLOGY INC Technology 554.0 $639K 0.12% NEW $1154.29 -16.2%
153 MMIT NEW YORK LIFE INVTS ACTIVE E 25,737.0 $627K 0.11% +866.0 +3.5% $24.35 -1.5%
154 PFE PFIZER INC Healthcare 26,000.0 $626K 0.11% -670.0 -2.5% $24.08 +16.6%
155 META META PLATFORMS INC Communication Services 1,101.0 $620K 0.11% +109.0 +11.0% $563.32 -2.4%
156 IWF ISHARES TR 4,986.0 $619K 0.11% NEW $124.17 -1.4%
157 PID INVESCO EXCHANGE TRADED FD T 26,987.0 $599K 0.11% -362.0 -1.3% $22.20 +4.2%
158 SCHO SCHWAB STRATEGIC TR 24,780.0 $598K 0.11% -453.0 -1.8% $24.14 -0.2%
159 XLP SELECT SECTOR SPDR TR 7,112.0 $591K 0.11% +4K +153.4% $83.06 +3.5%
160 SPSM SPDR SERIES TRUST 10,200.0 $588K 0.11% -595.0 -5.5% $57.67 -0.7%
Page 8 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%