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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 9 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XLRE SELECT SECTOR SPDR TR 13,292.0 $585K 0.10% -568.0 -4.1% $44.03 +2.4%
162 DIEM FRANKLIN TEMPLETON ETF TR 13,270.0 $576K 0.10% +559.0 +4.4% $43.40 -1.8%
163 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,180.0 $564K 0.10% NEW $477.57 -12.3%
164 ETN EATON CORP PLC Industrials 1,320.0 $562K 0.10% +170.0 +14.8% $426.12 -1.6%
165 VOE VANGUARD INDEX FDS 2,830.0 $559K 0.10% $197.60 +5.6%
166 UNH UNITEDHEALTH GROUP INC Healthcare 1,342.0 $558K 0.10% -71.0 -5.0% $415.63 -6.1%
167 RF REGIONS FINANCIAL CORP NEW Financial Services 18,466.0 $558K 0.10% $30.20 +0.7%
168 ANGL VANECK ETF TRUST 19,058.0 $557K 0.10% -2K -7.4% $29.24 -0.8%
169 BSV VANGUARD BD INDEX FDS 7,039.0 $548K 0.10% +259.0 +3.8% $77.89 -0.4%
170 XLU SELECT SECTOR SPDR TR 12,036.0 $546K 0.10% NEW $45.34 -5.7%
171 DLS WISDOMTREE TR 6,497.0 $544K 0.10% $83.81 +6.2%
172 AEP AMERICAN ELEC PWR CO INC Utilities 3,937.0 $539K 0.10% -38.0 -1.0% $136.81 -11.6%
173 AMD ADVANCED MICRO DEVICES INC Technology 927.0 $539K 0.10% NEW $580.91 -18.5%
174 HD HOME DEPOT INC Consumer Cyclical 1,521.0 $537K 0.10% -178.0 -10.5% $352.76 -4.9%
175 BMAR INNOVATOR ETFS TRUST 9,209.0 $531K 0.10% $57.63 +2.0%
176 NFLX NETFLIX INC. Communication Services 7,388.0 $528K 0.10% +71.0 +1.0% $71.40 +11.5%
177 NJUL INNOVATOR ETFS TRUST 6,787.0 $526K 0.10% -289.0 -4.1% $77.43 -0.8%
178 BSEP INNOVATOR ETFS TRUST 9,804.0 $517K 0.09% -78.0 -0.8% $52.73 +2.3%
179 SCHH SCHWAB STRATEGIC TR 21,704.0 $514K 0.09% -2K -7.5% $23.68 +1.5%
180 SOXX ISHARES TR 785.0 $503K 0.09% -63.0 -7.4% $641.04 -18.9%
Page 9 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%