Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

BCS Wealth Management

Latest statistics and disclosures from BCS Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SCHX, SCHF, SPYG, BSCQ, and represent 22.08% of BCS Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AGG, VOO, FNDX, VYMI, SLVO, QDPL, BOND, FNDF, BSCY, SPHQ.
Started 7 new stock positions in INTC, BABA, XLY, BALL, QQQE, SLVO, GAM.
Reduced shares in these 10 stocks: PG (-$13M), SCHX, XOM, KMB, AAPL, MSFT, NVDA, SCHA, BSCP, BAC.
Sold out of its positions in ABT, ADBE, AMD, MO, AXP, APH, ARKB, CAH, CRWD, DIS. ENB, FDL, HON, NOCT, USMV, KMB, MCK, MAA, PEP, PGR, SDY, CRM, SOUN, TXN.
BCS Wealth Management was a net seller of stock by $-44M.
BCS Wealth Management has $444M in assets under management (AUM), dropping by -4.48%.
Central Index Key (CIK): 0001798172

Tip: Access up to 7 years of quarterly data

Positions held by BCS Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for BCS Wealth Management

BCS Wealth Management holds 246 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.6	$43M	+4%	70k	612.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.0	$18M	-15%	674k	26.34	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.4	$15M		653k	23.28	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	2.6	$11M		109k	104.51	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.5	$11M	-4%	563k	19.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.5	$11M	+24%	110k	100.25	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	2.4	$11M	-7%	517k	20.69	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.3	$10M		126k	79.93	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	2.2	$9.8M		177k	55.33	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	2.1	$9.3M		433k	21.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.8	$7.8M	-7%	287k	27.30	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.7	$7.5M	-2%	382k	19.71	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.5	$6.6M	+12%	78k	84.68	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	1.4	$6.2M	+6%	297k	21.02	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.4	$6.2M	-4%	301k	20.57	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$5.9M		12k	479.61	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.2	$5.5M		129k	42.79	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$5.5M		29k	186.49	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.2	$5.5M	+9%	59k	93.35	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.2	$5.4M	-15%	195k	27.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	1.2	$5.4M	-8%	136k	39.69	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	1.1	$4.9M		235k	20.88	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.1	$4.8M		286k	16.68	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.1	$4.7M	-5%	251k	18.81	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.1	$4.7M	+22%	178k	26.30	View chart
Apple (AAPL)	1.0	$4.6M	-27%	18k	254.62	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.0	$4.6M	-6%	88k	52.28	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	1.0	$4.4M	-4%	260k	16.90	View chart
Royal Gold (RGLD)	1.0	$4.4M	+5%	22k	200.58	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.0	$4.2M	+9%	74k	57.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$4.1M	-10%	6.8k	600.33	View chart
NVIDIA Corporation (NVDA)	0.9	$4.1M	-24%	22k	186.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.8M	-3%	12k	328.17	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$3.6M	+9%	141k	25.71	View chart
Eli Lilly & Co. (LLY)	0.7	$3.3M	-15%	4.3k	763.00	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.7	$3.2M	+4%	104k	30.86	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.7	$3.1M	-16%	31k	103.07	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.7	$3.1M		68k	45.51	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.7	$3.0M	+8%	14k	209.34	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$2.9M	+5%	12k	247.12	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$2.9M		4.4k	666.40	View chart
Microsoft Corporation (MSFT)	0.7	$2.9M	-36%	5.6k	517.96	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$2.8M		43k	65.92	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.6	$2.8M	+7%	25k	110.47	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.6	$2.6M		61k	42.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.6	$2.5M	-4%	58k	43.91	View chart
Amazon (AMZN)	0.6	$2.4M	-24%	11k	219.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.5	$2.3M	+4%	50k	45.60	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$2.1M	-15%	72k	29.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$2.1M		8.2k	254.27	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.5	$2.1M	-10%	49k	42.02	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.5	$2.0M	-4%	47k	43.78	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.4	$2.0M	+7%	43k	46.42	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$1.9M	-18%	43k	45.31	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$1.8M	-18%	48k	38.36	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$1.7M	+33%	39k	42.96	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.7M	-24%	56k	29.64	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$1.6M	-3%	22k	73.46	View chart
Procter & Gamble Company (PG)	0.4	$1.6M	-89%	10k	153.66	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.4	$1.6M	-14%	36k	43.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.5M	-15%	3.1k	502.74	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$1.5M	-6%	16k	99.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.5M	-18%	48k	31.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.3	$1.5M	-8%	37k	41.06	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$1.4M	+15%	62k	23.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.4M	-2%	26k	54.18	View chart
At&t (T)	0.3	$1.4M	-14%	49k	28.24	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$1.3M		34k	39.62	View chart
Merck & Co (MRK)	0.3	$1.3M	-3%	16k	83.93	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.3	$1.3M	-9%	28k	47.93	View chart
Sherwin-Williams Company (SHW)	0.3	$1.3M		3.7k	346.26	View chart
Parker-Hannifin Corporation (PH)	0.3	$1.3M	-24%	1.7k	758.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$1.3M	-2%	30k	41.15	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$1.2M	-9%	37k	33.37	View chart
Truist Financial Corp equities (TFC)	0.3	$1.2M	-12%	26k	45.72	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$1.2M		36k	32.82	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$1.2M	+32%	37k	31.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$1.1M		24k	45.80	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$1.1M	+21%	25k	44.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$1.1M	-10%	25k	42.95	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.2	$1.1M	-3%	20k	52.65	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.2	$1.1M	-2%	23k	45.74	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.2	$1.1M	-12%	44k	23.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.0M	-10%	4.3k	243.56	View chart
Colgate-Palmolive Company (CL)	0.2	$1.0M		13k	79.94	View chart
Caterpillar (CAT)	0.2	$993k	-14%	2.1k	477.26	View chart
Exxon Mobil Corporation (XOM)	0.2	$976k	-65%	8.7k	112.74	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.2	$974k	+12%	17k	57.19	View chart
Vanguard World Health Car Etf (VHT)	0.2	$970k		3.7k	259.60	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.2	$969k	+114%	23k	41.90	View chart
Duke Energy Corp Com New (DUK)	0.2	$930k	-7%	7.5k	123.74	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$921k		7.7k	120.01	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$917k	+68%	13k	73.29	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$894k		18k	49.66	View chart
Netflix (NFLX)	0.2	$888k	-17%	740.00	1199.44	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$886k		3.0k	297.62	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$884k	-12%	19k	46.71	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.2	$878k	+28%	24k	36.16	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.2	$872k	+25%	27k	32.69	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$842k	-11%	5.8k	145.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$835k	-11%	1.2k	669.30	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.2	$834k	+24%	17k	48.99	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$829k	-8%	28k	29.62	View chart
Chevron Corporation (CVX)	0.2	$823k	-29%	5.3k	155.26	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$819k	+4%	14k	57.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$817k	-39%	3.4k	243.10	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$816k	-7%	20k	40.57	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$787k	-13%	26k	30.07	View chart
Tesla Motors (TSLA)	0.2	$768k	-43%	1.7k	444.65	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$745k	-9%	3.6k	208.79	View chart
Broadcom (AVGO)	0.2	$743k	-21%	2.3k	329.91	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$719k		2.4k	293.79	View chart
Wal-Mart Stores (WMT)	0.2	$712k	-23%	6.9k	103.06	View chart
Ge Aerospace Com New (GE)	0.2	$701k	-22%	2.3k	300.80	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.2	$699k	-7%	30k	23.06	View chart
Home Depot (HD)	0.2	$696k	-27%	1.7k	405.28	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.2	$692k	-16%	15k	47.25	View chart
JPMorgan Chase & Co. (JPM)	0.2	$686k	-28%	2.2k	315.36	View chart
Raytheon Technologies Corp (RTX)	0.2	$681k	-6%	4.1k	167.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$680k		3.2k	215.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$680k		10k	65.26	View chart
Johnson & Johnson (JNJ)	0.2	$680k	-36%	3.7k	185.44	View chart
Pfizer (PFE)	0.2	$680k	-45%	27k	25.48	View chart
Lockheed Martin Corporation (LMT)	0.2	$677k	-3%	1.4k	499.21	View chart
Coca-Cola Company (KO)	0.1	$663k	-9%	10k	66.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$657k		17k	38.90	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$655k	-25%	30k	21.57	View chart
Abbvie (ABBV)	0.1	$651k	-55%	2.8k	231.53	View chart
Alliance Resource Partners L Ut Ltd Part (ARLP)	0.1	$651k	+2%	26k	25.28	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$634k		21k	29.73	View chart
Meta Platforms Cl A (META)	0.1	$628k	-43%	855.00	734.41	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$626k	+131%	9.6k	65.00	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$626k	-23%	2.8k	222.17	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$607k		19k	32.14	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.1	$601k	-15%	13k	48.22	View chart
Visa Com Cl A (V)	0.1	$593k	-38%	1.7k	341.38	View chart
Ubs Etracs Silver Sh (SLVO)	0.1	$589k	NEW	6.4k	92.28	View chart
UnitedHealth (UNH)	0.1	$582k	-9%	1.7k	345.30	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$582k		27k	21.27	View chart
Verizon Communications (VZ)	0.1	$581k	-37%	13k	43.95	View chart
Union Pacific Corporation (UNP)	0.1	$572k	-4%	2.4k	236.37	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$568k	-8%	23k	24.40	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$552k		11k	51.59	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$544k		22k	24.30	View chart
Costco Wholesale Corporation (COST)	0.1	$540k	-53%	583.00	925.63	View chart
McDonald's Corporation (MCD)	0.1	$538k	-14%	1.8k	303.83	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$538k	-13%	7.9k	67.82	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$534k	-17%	13k	42.13	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$524k	+6%	11k	48.29	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$522k		1.9k	281.88	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$514k	+40%	7.2k	71.11	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$512k		6.5k	78.90	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$512k		11k	46.32	View chart
Marriott Intl Cl A (MAR)	0.1	$502k		1.9k	260.44	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$494k		2.8k	174.58	View chart
Regions Financial Corporation (RF)	0.1	$486k		18k	26.37	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$486k	-18%	10k	48.42	View chart
Mastercard Incorporated Cl A (MA)	0.1	$466k	-15%	820.00	568.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$466k	-11%	3.9k	120.72	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$441k	+91%	14k	30.96	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$436k		13k	34.17	View chart
Lowe's Companies (LOW)	0.1	$425k	-9%	1.7k	251.25	View chart
Southern Company (SO)	0.1	$420k	-3%	4.4k	94.77	View chart
Eaton Corp SHS (ETN)	0.1	$419k	-10%	1.1k	374.25	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$418k		11k	39.01	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$418k	-49%	8.3k	50.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$418k		7.0k	59.92	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$408k	+2%	7.8k	52.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$404k		2.1k	189.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$402k		2.9k	140.95	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$393k		526.00	747.52	View chart
Bank of America Corporation (BAC)	0.1	$387k	-70%	7.5k	51.59	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$387k		7.3k	53.02	View chart
Nextera Energy (NEE)	0.1	$380k	-8%	5.0k	75.49	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$376k		14k	26.79	View chart
TowneBank (TOWN)	0.1	$367k		11k	34.57	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$361k		4.8k	76.01	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.1	$359k	-26%	11k	34.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$350k	-7%	4.7k	74.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$349k	+22%	4.1k	84.11	View chart
International Business Machines (IBM)	0.1	$347k	-44%	1.2k	282.06	View chart
Ge Vernova (GEV)	0.1	$343k	-21%	557.00	614.90	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$341k		848.00	402.42	View chart
Applied Materials (AMAT)	0.1	$339k	-14%	1.7k	204.69	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$337k	-58%	3.8k	89.77	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$335k	-2%	2.7k	122.47	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$333k	-4%	9.4k	35.43	View chart
Strategy Cl A New (MSTR)	0.1	$327k	-5%	1.0k	322.21	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$326k	-19%	9.9k	33.02	View chart
Macy's (M)	0.1	$326k		18k	17.93	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.1	$321k	-18%	13k	24.93	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$314k	-11%	1.6k	194.50	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$311k	-16%	7.2k	43.50	View chart
Boston Scientific Corporation (BSX)	0.1	$311k	-29%	3.2k	97.63	View chart
Deere & Company (DE)	0.1	$309k	-8%	676.00	457.50	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$299k		4.2k	71.37	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.1	$298k	-2%	8.0k	37.07	View chart
Lam Research Corp Com New (LRCX)	0.1	$295k	-16%	2.2k	133.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$286k		2.4k	118.81	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.1	$282k		9.7k	28.98	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$280k	-10%	2.9k	95.15	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$279k		2.4k	118.39	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$275k		14k	19.80	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$273k	-6%	7.4k	36.69	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$271k	-65%	4.7k	57.11	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$268k	-3%	4.9k	54.76	View chart
CVS Caremark Corporation (CVS)	0.1	$262k	-6%	3.5k	75.39	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$261k		4.9k	53.19	View chart
Innovator Etfs Trust Prem Inc 40 Barr	0.1	$258k		11k	23.88	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$256k	-9%	3.3k	78.37	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$256k		2.9k	89.36	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$253k	-54%	1.8k	139.15	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$252k	-11%	1.5k	170.84	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$251k	-7%	7.1k	35.19	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$247k	+5%	11k	23.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$245k		2.3k	106.78	View chart
General American Investors (GAM)	0.1	$241k	NEW	3.9k	62.21	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$240k	-7%	11k	22.90	View chart
Orchid Is Cap Com New (ORC)	0.1	$239k	+34%	34k	7.01	View chart
Bristol Myers Squibb (BMY)	0.1	$236k	-26%	5.2k	45.10	View chart
Philip Morris International (PM)	0.1	$234k	-47%	1.4k	162.20	View chart
Royal Caribbean Cruises (RCL)	0.1	$233k	-25%	721.00	323.58	View chart
Black Stone Minerals Com Unit (BSM)	0.1	$231k	+2%	18k	13.14	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$230k		849.00	271.21	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.1	$228k	-10%	5.2k	43.82	View chart
AES Corporation (AES)	0.1	$228k	-9%	17k	13.16	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$226k	+8%	9.0k	25.13	View chart
Amgen (AMGN)	0.1	$223k	-16%	790.00	282.20	View chart
FedEx Corporation (FDX)	0.0	$222k	-6%	941.00	235.81	View chart
Vanguard World Utilities Etf (VPU)	0.0	$217k		1.1k	189.41	View chart
Wells Fargo & Company (WFC)	0.0	$214k	-25%	2.5k	83.83	View chart
Oracle Corporation (ORCL)	0.0	$213k	-50%	758.00	281.35	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$213k		8.6k	24.72	View chart
Waste Management (WM)	0.0	$210k	-6%	951.00	220.83	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$210k	-12%	1.8k	113.88	View chart
Intel Corporation (INTC)	0.0	$210k	NEW	6.2k	33.55	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$208k		7.5k	27.81	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$207k	NEW	1.2k	178.73	View chart
Illinois Tool Works (ITW)	0.0	$207k	-8%	792.00	260.68	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.0	$205k	NEW	2.0k	101.56	View chart
Cisco Systems (CSCO)	0.0	$204k	-43%	3.0k	68.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$203k	-35%	572.00	355.47	View chart
Ball Corporation (BALL)	0.0	$203k	NEW	4.0k	50.42	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$202k	NEW	841.00	239.62	View chart
Fs Kkr Capital Corp (FSK)	0.0	$195k		13k	14.93	View chart
Aurinia Pharmaceuticals (AUPH)	0.0	$135k		12k	11.05	View chart

Past Filings by BCS Wealth Management

SEC 13F filings are viewable for BCS Wealth Management going back to 2019

BCS Wealth Management 2025 Q3 filed Oct. 22, 2025
BCS Wealth Management 2025 Q2 filed July 15, 2025
BCS Wealth Management 2025 Q1 filed April 14, 2025
BCS Wealth Management 2024 Q4 filed Jan. 13, 2025
BCS Wealth Management 2024 Q3 filed Oct. 17, 2024
BCS Wealth Management 2024 Q2 filed July 16, 2024
BCS Wealth Management 2024 Q1 filed April 10, 2024
BCS Wealth Management 2023 Q4 filed Jan. 11, 2024
BCS Wealth Management 2023 Q3 filed Oct. 12, 2023
BCS Wealth Management 2023 Q2 filed July 19, 2023
BCS Wealth Management 2023 Q1 filed April 10, 2023
BCS Wealth Management 2022 Q4 filed Jan. 10, 2023
BCS Wealth Management 2022 Q3 filed Oct. 7, 2022
BCS Wealth Management 2022 Q2 filed July 29, 2022
BCS Wealth Management 2022 Q1 filed April 28, 2022
BCS Wealth Management 2021 Q4 filed Jan. 18, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z