BCS Wealth Management
CIK: 0001798172SEC EDGAR →
Portfolio Value
$990.2M
Holdings
352
As of
Q4 2025
New Positions
352
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 151,815 | $95.2M | 9.62% |
| 2 | SCHWAB STRATEGIC TR | 1,344,800 | $36.2M | 3.65% |
| 3 | SCHWAB STRATEGIC TR | 1,311,915 | $31.5M | 3.19% |
| 4 | PROCTER AND GAMBLE CO | 192,562 | $27.6M | 2.79% |
| 5 | ISHARES TR | 246,808 | $24.7M | 2.49% |
| 6 | SPDR SERIES TRUST | 220,563 | $23.5M | 2.38% |
| 7 | VANGUARD SCOTTSDALE FDS | 288,032 | $23.0M | 2.32% |
| 8 | INVESCO EXCH TRD SLF IDX FD | 1,097,996 | $21.5M | 2.17% |
| 9 | SPDR SERIES TRUST | 362,581 | $20.6M | 2.08% |
| 10 | INVESCO EXCH TRD SLF IDX FD | 874,173 | $18.8M | 1.89% |
Quarterly Changes
New Positions (352)
$95.2M · 152K shares
$36.2M · 1.3M shares
$31.5M · 1.3M shares
$27.6M · 193K shares
$24.7M · 247K shares
$23.5M · 221K shares
$23.0M · 288K shares
$21.5M · 1.1M shares
$20.6M · 363K shares
$18.8M · 874K shares
$15.8M · 800K shares
$14.5M · 161K shares
$14.0M · 666K shares
$13.6M · 662K shares
$12.8M · 470K shares
$12.7M · 463K shares
$12.5M · 134K shares
$12.1M · 25K shares
$11.6M · 260K shares
$11.1M · 58K shares
$10.4M · 621K shares
$10.3M · 494K shares
$10.3M · 547K shares
$10.2M · 359K shares
$10.2M · 38K shares
$9.8M · 239K shares
$9.4M · 555K shares
$9.3M · 178K shares
$9.3M · 154K shares
$9.2M · 41K shares
$9.0M · 365K shares
$8.3M · 14K shares
$7.9M · 23K shares
$7.5M · 16K shares
$7.5M · 40K shares
$7.1M · 270K shares
$6.9M · 33K shares
$6.3M · 140K shares
$6.1M · 24K shares
$5.9M · 9K shares
$5.9M · 190K shares
$5.8M · 52K shares
$5.7M · 126K shares
$5.7M · 55K shares
$5.3M · 79K shares
$5.2M · 115K shares
$5.0M · 114K shares
$4.8M · 21K shares
$4.8M · 231K shares
$4.6M · 105K shares
$4.4M · 96K shares
$4.3M · 98K shares
$4.2M · 16K shares
$4.0M · 6K shares
$4.0M · 24K shares
$3.9M · 4K shares
$3.9M · 132K shares
$3.8M · 83K shares
$3.7M · 77K shares
$3.7M · 94K shares
$3.5M · 11K shares
$3.5M · 80K shares
$3.5M · 452K shares
$3.4M · 113K shares
$3.4M · 32K shares
$3.3M · 44K shares
$3.2M · 6K shares
$3.1M · 72K shares
$3.1M · 74K shares
$3.0M · 93K shares
$2.9M · 120K shares
$2.8M · 27K shares
$2.8M · 67K shares
$2.7M · 27K shares
$2.7M · 3K shares
$2.7M · 51K shares
$2.7M · 9K shares
$2.7M · 55K shares
$2.7M · 74K shares
$2.6M · 113K shares
$2.6M · 83K shares
$2.5M · 8K shares
$2.5M · 77K shares
$2.5M · 54K shares
$2.5M · 60K shares
$2.5M · 58K shares
$2.4M · 8K shares
$2.4M · 48K shares
$2.4M · 4K shares
$2.2M · 30K shares
$2.2M · 16K shares
$2.2M · 18K shares
$2.1M · 64K shares
$2.1M · 40K shares
$2.1M · 49K shares
$2.1M · 45K shares
$2.1M · 36K shares
$2.0M · 26K shares
$2.0M · 79K shares
$1.9M · 15K shares
$1.9M · 6K shares
$1.8M · 56K shares
$1.8M · 6K shares
$1.8M · 6K shares
$1.8M · 38K shares
$1.8M · 35K shares
$1.7M · 51K shares
$1.7M · 15K shares
$1.7M · 11K shares
$1.7M · 34K shares
$1.6M · 52K shares
$1.6M · 14K shares
$1.6M · 4K shares
$1.6M · 39K shares
$1.5M · 7K shares
$1.5M · 10K shares
$1.5M · 10K shares
$1.5M · 8K shares
$1.5M · 7K shares
$1.4M · 5K shares
$1.4M · 18K shares
$1.4M · 20K shares
$1.4M · 6K shares
$1.4M · 21K shares
$1.4M · 15K shares
$1.4M · 5K shares
$1.4M · 18K shares
$1.3M · 28K shares
$1.3M · 3K shares
$1.3M · 6K shares
$1.3M · 27K shares
$1.3M · 53K shares
$1.3M · 27K shares
$1.3M · 33K shares
$1.3M · 2K shares
$1.3M · 4K shares
$1.3M · 6K shares
$1.2M · 14K shares
$1.2M · 38K shares
$1.2M · 50K shares
$1.2M · 52K shares
$1.2M · 41K shares
$1.2M · 18K shares
$1.2M · 55K shares
$1.2M · 3K shares
$1.2M · 48K shares
$1.2M · 3K shares
$1.1M · 21K shares
$1.1M · 4K shares
$1.1M · 16K shares
$1.1M · 5K shares
$1.1M · 14K shares
$1.1M · 7K shares
$1.1M · 51K shares
$1.1M · 20K shares
$1.0M · 1K shares
$1.0M · 14K shares
$1.0M · 22K shares
$1.0M · 6K shares
$1.0M · 37K shares
$976K · 20K shares
$965K · 24K shares
$961K · 3K shares
$956K · 19K shares
$952K · 8K shares
$944K · 2K shares
$916K · 8K shares
$904K · 16K shares
$902K · 28K shares
$870K · 3K shares
$866K · 25K shares
$857K · 14K shares
$856K · 21K shares
$846K · 6K shares
$841K · 23K shares
$830K · 3K shares
$816K · 4K shares
$794K · 1K shares
$770K · 5K shares
$765K · 3K shares
$759K · 6K shares
$757K · 34K shares
$745K · 30K shares
$739K · 2K shares
$737K · 5K shares
$736K · 1K shares
$736K · 21K shares
$734K · 14K shares
$726K · 2K shares
$708K · 21K shares
$692K · 8K shares
$686K · 15K shares
$678K · 10K shares
$664K · 20K shares
$662K · 4K shares
$656K · 12K shares
$655K · 12K shares
$644K · 1K shares
$640K · 3K shares
$640K · 5K shares
$628K · 14K shares
$621K · 15K shares
$619K · 6K shares
$615K · 8K shares
$603K · 8K shares
$591K · 10K shares
$590K · 16K shares
$580K · 19K shares
$573K · 5K shares
$563K · 10K shares
$560K · 2K shares
$559K · 6K shares
$555K · 5K shares
$551K · 2K shares
$548K · 6K shares
$538K · 10K shares
$535K · 23K shares
$533K · 14K shares
$522K · 3K shares
$513K · 8K shares
$511K · 11K shares
$511K · 2K shares
$496K · 35K shares
$495K · 10K shares
$494K · 6K shares
$492K · 28K shares
$489K · 5K shares
$480K · 21K shares
$477K · 36K shares
$455K · 18K shares
$454K · 8K shares
$453K · 1K shares
$452K · 63K shares
$451K · 8K shares
$445K · 19K shares
$439K · 12K shares
$436K · 9K shares
$436K · 6K shares
$429K · 2K shares
$429K · 8K shares
$426K · 17K shares
$423K · 2K shares
$422K · 3K shares
$419K · 4K shares
$418K · 7K shares
$413K · 4K shares
$402K · 1K shares
$402K · 9K shares
$397K · 840 shares
$394K · 2K shares
$393K · 7K shares
$392K · 27K shares
$385K · 9K shares
$385K · 24K shares
$384K · 1K shares
$383K · 3K shares
$380K · 2K shares
$380K · 6K shares
$376K · 3K shares
$367K · 784 shares
$364K · 2K shares
$362K · 2K shares
$362K · 12K shares
$359K · 4K shares
$356K · 14K shares
$350K · 2K shares
$349K · 6K shares
$347K · 3K shares
$347K · 10K shares
$346K · 1K shares
$345K · 15K shares
$343K · 15K shares
$338K · 2K shares
$336K · 3K shares
$333K · 2K shares
$332K · 9K shares
$327K · 2K shares
$326K · 7K shares
$325K · 5K shares
$322K · 2K shares
$320K · 628 shares
$320K · 9K shares
$317K · 2K shares
$316K · 8K shares
$315K · 7K shares
$315K · 12K shares
$313K · 12K shares
$310K · 5K shares
$308K · 2K shares
$308K · 400 shares
$308K · 2K shares
$307K · 870 shares
$305K · 3K shares
$303K · 8K shares
$302K · 936 shares
$294K · 5K shares
$293K · 4K shares
$293K · 940 shares
$290K · 4K shares
$285K · 1K shares
$285K · 1K shares
$284K · 13K shares
$281K · 12K shares
$281K · 486 shares
$279K · 5K shares
$276K · 2K shares
$275K · 950 shares
$274K · 1K shares
$271K · 11K shares
$268K · 1K shares
$264K · 4K shares
$258K · 2K shares
$257K · 2K shares
$253K · 272 shares
$249K · 2K shares
$244K · 8K shares
$243K · 11K shares
$240K · 874 shares
$240K · 3K shares
$240K · 8K shares
$237K · 2K shares
$237K · 5K shares
$234K · 5K shares
$231K · 1K shares
$230K · 1K shares
$230K · 442 shares
$229K · 2K shares
$228K · 10K shares
$226K · 4K shares
$225K · 9K shares
$220K · 3K shares
$220K · 5K shares
$218K · 624 shares
$217K · 8K shares
$217K · 8K shares
$217K · 3K shares
$216K · 3K shares
$215K · 4K shares
$212K · 932 shares
$212K · 630 shares
$211K · 2K shares
$211K · 2K shares
$210K · 2K shares
$209K · 6K shares
$208K · 1K shares
$205K · 3K shares
$204K · 3K shares
$203K · 4K shares
$201K · 5K shares
$200K · 352 shares
$174K · 13K shares
$121K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 220 | $799.6M | 80.8% |
| Consumer Defensive | 8 | $36.9M | 3.7% |
| Unknown | 25 | $36.3M | 3.7% |
| Technology | 24 | $34.3M | 3.5% |
| Healthcare | 15 | $16.3M | 1.6% |
| Industrials | 17 | $14.9M | 1.5% |
| Consumer Cyclical | 12 | $13.1M | 1.3% |
| Basic Materials | 4 | $12.4M | 1.2% |
| Communication Services | 6 | $11.1M | 1.1% |
| Utilities | 8 | $7.2M | 0.7% |
| Energy | 10 | $7.0M | 0.7% |
| Real Estate | 3 | $1.0M | 0.1% |