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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, PG, AGG, and represent 21.73% of BCS Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOO (+$52M), PG (+$26M), SCHX (+$18M), SCHF (+$16M), AGG (+$14M), VCSH (+$13M), SPYG (+$12M), SPYV (+$11M), BSCQ (+$11M), BSCX (+$9.5M).
Started 112 new stock positions in DIS, WPC, ISCF, FDL, AMD, NVS, MU, SPHY, PSX, XLF.
Reduced shares in these 8 stocks: BSCP (-$11M), LLY, BSJP, SLVO, IBMN, JEPQ, Innovator Etfs Tr, PM.
Sold out of its positions in SLVO, Innovator Etfs Tr, BSJP, BSCP, IBMN, PM.
BCS Wealth Management was a net buyer of stock by $539M.
BCS Wealth Management has $990M in assets under management (AUM), dropping by 123.11%.
Central Index Key (CIK): 0001798172

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Portfolio Holdings for BCS Wealth Management

BCS Wealth Management holds 352 positions in its portfolio as reported in the December 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	$95M	+117%	152k	627.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.7	$36M	+99%	1.3M	26.91	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.2	$32M	+100%	1.3M	24.04	View chart
Procter & Gamble Company (PG)	2.8	$28M	+1765%	193k	143.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.5	$25M	+125%	247k	99.88	View chart
Spdr Series Trust State Street Spd (SPYG)	2.4	$24M	+103%	221k	106.70	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.3	$23M	+127%	288k	79.73	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.2	$22M	+95%	1.1M	19.57	View chart
Spdr Series Trust State Street Spd (SPYV)	2.1	$21M	+105%	363k	56.81	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	1.9	$19M	+102%	874k	21.46	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.6	$16M	+109%	800k	19.74	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.5	$15M	+106%	161k	90.00	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	1.4	$14M	+124%	666k	21.02	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.4	$14M	+119%	663k	20.60	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.3	$13M	+163%	470k	27.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$13M	+61%	463k	27.43	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.3	$13M	+128%	134k	93.08	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$12M	+100%	25k	487.86	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.2	$12M	+101%	260k	44.41	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$11M	+98%	58k	190.99	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.0	$10M	+116%	621k	16.70	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	1.0	$10M	+110%	494k	20.88	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.0	$10M	+118%	547k	18.84	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$10M	+84%	359k	28.48	View chart
Apple (AAPL)	1.0	$10M	+106%	38k	271.85	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	1.0	$9.8M	+75%	240k	40.72	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.9	$9.4M	+113%	555k	16.92	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.9	$9.3M	+101%	178k	52.41	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$9.3M	+109%	154k	60.17	View chart
Royal Gold (RGLD)	0.9	$9.2M	+89%	41k	222.30	View chart
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY)	0.9	$9.0M	NEW	365k	24.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$8.3M	+98%	14k	614.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$7.9M	+100%	24k	335.24	View chart
Microsoft Corporation (MSFT)	0.8	$7.5M	+176%	16k	483.64	View chart
NVIDIA Corporation (NVDA)	0.8	$7.5M	+84%	40k	186.51	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$7.1M	+91%	270k	26.23	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.7	$6.9M	+130%	33k	209.12	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$6.3M	+256%	140k	45.21	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$6.1M	+102%	24k	252.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$5.9M	+98%	8.7k	682.09	View chart
Spdr Series Trust State Street Spd (FLRN)	0.6	$5.9M	+83%	190k	30.73	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.6	$5.8M	+107%	52k	110.96	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.6	$5.7M	+84%	126k	45.53	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$5.7M	+80%	55k	104.07	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$5.3M	+85%	79k	67.22	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.5	$5.2M	+99%	115k	44.94	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.5	$5.0M	+87%	115k	43.25	View chart
Amazon (AMZN)	0.5	$4.8M	+87%	21k	230.81	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSCZ)	0.5	$4.8M	NEW	231k	20.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.5	$4.6M	+113%	105k	43.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$4.4M	+90%	96k	46.43	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.4	$4.3M	+109%	98k	44.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$4.2M	+98%	16k	257.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$4.0M	+371%	5.9k	684.94	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$4.0M	NEW	24k	167.94	View chart
Eli Lilly & Co. (LLY)	0.4	$3.9M	-15%	3.6k	1074.68	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$3.9M	+84%	132k	29.61	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$3.8M	+94%	83k	45.32	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.4	$3.7M	+78%	77k	48.11	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$3.7M	+96%	94k	39.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$3.5M	+237%	11k	313.03	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.4	$3.5M	+223%	80k	44.55	View chart
Putnam Etf Trust Franklin Muni (FTMU)	0.4	$3.5M	NEW	452k	7.82	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$3.4M	+102%	113k	30.07	View chart
Merck & Co (MRK)	0.3	$3.4M	+102%	32k	105.25	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$3.3M	+99%	44k	75.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$3.2M	+109%	6.4k	502.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.3	$3.1M	+97%	72k	43.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.3	$3.1M	+103%	74k	41.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$3.0M	+95%	93k	32.62	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.3	$2.9M	+170%	120k	23.94	View chart
Kimberly-Clark Corporation (KMB)	0.3	$2.8M	NEW	27k	100.89	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$2.8M	+97%	67k	41.22	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$2.7M	+71%	27k	103.56	View chart
Parker-Hannifin Corporation (PH)	0.3	$2.7M	+83%	3.1k	878.96	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$2.7M	+93%	51k	53.76	View chart
Vanguard World Health Car Etf (VHT)	0.3	$2.7M	+153%	9.5k	287.85	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.3	$2.7M	+98%	55k	49.56	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$2.7M	+206%	74k	36.06	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$2.6M	+82%	113k	23.37	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$2.6M	+125%	84k	31.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.6M	+89%	8.1k	313.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.3	$2.5M	+125%	54k	47.02	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$2.5M	+107%	77k	32.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$2.5M	+95%	60k	41.88	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.2	$2.5M	+150%	58k	42.48	View chart
Sherwin-Williams Company (SHW)	0.2	$2.4M	+100%	7.5k	324.03	View chart
Truist Financial Corp equities (TFC)	0.2	$2.4M	+84%	48k	49.21	View chart
Caterpillar (CAT)	0.2	$2.4M	+97%	4.1k	573.00	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$2.2M	+139%	30k	75.05	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$2.2M	NEW	16k	136.94	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.2M	+111%	18k	120.34	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$2.1M	+78%	64k	33.51	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.2	$2.1M	+94%	40k	53.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$2.1M	+92%	49k	43.72	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.2	$2.1M	+91%	45k	46.74	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$2.1M	+109%	36k	57.91	View chart
Colgate-Palmolive Company (CL)	0.2	$2.0M	+100%	26k	79.02	View chart
At&t (T)	0.2	$2.0M	+59%	79k	24.84	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$1.9M	+100%	15k	126.67	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.9M	+175%	6.0k	322.17	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$1.8M	+99%	56k	33.02	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$1.8M	+100%	6.0k	302.11	View chart
McDonald's Corporation (MCD)	0.2	$1.8M	+226%	5.8k	305.60	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$1.8M	+100%	38k	46.54	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$1.8M	+92%	35k	50.76	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.2	$1.7M	+92%	51k	33.51	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.7M	+95%	15k	117.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.7M	+96%	11k	148.69	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.2	$1.7M	+97%	34k	50.04	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$1.6M	+99%	52k	30.84	View chart
Wal-Mart Stores (WMT)	0.2	$1.6M	+108%	14k	111.41	View chart
Tesla Motors (TSLA)	0.2	$1.6M	+106%	3.6k	449.65	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.2	$1.6M	+92%	39k	40.25	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.5M	+102%	7.2k	211.80	View chart
Ishares Tr Us Industrials (IYJ)	0.2	$1.5M	NEW	10k	148.17	View chart
Chevron Corporation (CVX)	0.2	$1.5M	+86%	9.9k	152.38	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.5M	+99%	8.1k	183.40	View chart
Johnson & Johnson (JNJ)	0.1	$1.5M	+93%	7.1k	206.97	View chart
Ge Aerospace Com New (GE)	0.1	$1.4M	+101%	4.7k	308.03	View chart
Nextera Energy (NEE)	0.1	$1.4M	+253%	18k	80.28	View chart
Coca-Cola Company (KO)	0.1	$1.4M	+103%	20k	69.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.4M	+100%	6.3k	219.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.4M	+100%	21k	66.00	View chart
Netflix (NFLX)	0.1	$1.4M	+1877%	15k	93.76	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.4M	+100%	4.9k	279.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.4M	+289%	18k	74.06	View chart
Spdr Series Trust State Street Spd (SHM)	0.1	$1.3M	+125%	28k	47.99	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.3M	+104%	2.8k	483.67	View chart
Abbvie (ABBV)	0.1	$1.3M	+108%	5.9k	228.48	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$1.3M	+86%	27k	48.67	View chart
Pfizer (PFE)	0.1	$1.3M	+100%	53k	24.90	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.3M	+176%	27k	49.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$1.3M	+93%	33k	39.59	View chart
Meta Platforms Cl A (META)	0.1	$1.3M	+128%	2.0k	660.12	View chart
Visa Com Cl A (V)	0.1	$1.3M	+110%	3.6k	350.71	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.3M	+99%	5.6k	224.67	View chart
Southern Company (SO)	0.1	$1.2M	+221%	14k	87.20	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$1.2M	+100%	38k	32.77	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.2M	+116%	50k	24.37	View chart
Alliance Resource Partners L Ut Ltd Part (ARLP)	0.1	$1.2M	+102%	52k	23.23	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$1.2M	+93%	41k	29.37	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$1.2M	NEW	18k	66.92	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$1.2M	+100%	55k	22.00	View chart
Home Depot (HD)	0.1	$1.2M	+101%	3.5k	344.17	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$1.2M	+116%	48k	24.33	View chart
Broadcom (AVGO)	0.1	$1.2M	+48%	3.3k	346.10	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$1.1M	+100%	21k	53.05	View chart
Marriott Intl Cl A (MAR)	0.1	$1.1M	+87%	3.6k	310.24	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.1M	+97%	16k	71.40	View chart
Union Pacific Corporation (UNP)	0.1	$1.1M	+99%	4.8k	231.32	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.1M	+115%	14k	78.80	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.1M	+299%	7.4k	143.97	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$1.1M	+66%	51k	20.89	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$1.1M	+157%	20k	52.53	View chart
Costco Wholesale Corporation (COST)	0.1	$1.0M	+105%	1.2k	862.34	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$1.0M	+95%	14k	72.62	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$1.0M	+95%	22k	46.86	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.0M	+100%	5.7k	177.37	View chart
Regions Financial Corporation (RF)	0.1	$1.0M	+100%	37k	27.10	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$977k	+82%	20k	49.25	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$966k	+88%	24k	40.35	View chart
UnitedHealth (UNH)	0.1	$961k	+72%	2.9k	330.11	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$957k	+92%	19k	49.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$952k	+100%	7.7k	123.26	View chart
Mastercard Incorporated Cl A (MA)	0.1	$944k	+101%	1.7k	570.88	View chart
American Electric Power Company (AEP)	0.1	$916k	NEW	7.9k	115.32	View chart
Bank of America Corporation (BAC)	0.1	$905k	+119%	17k	55.00	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$903k	+100%	29k	31.70	View chart
Applied Materials (AMAT)	0.1	$871k	+104%	3.4k	257.05	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$866k	+94%	25k	34.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$858k	+96%	14k	62.47	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$856k	+100%	21k	39.95	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$846k	NEW	6.0k	141.05	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$842k	+147%	23k	36.23	View chart
Lowe's Companies (LOW)	0.1	$831k	+103%	3.4k	241.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$816k	+100%	4.3k	191.56	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$794k	+100%	1.1k	753.35	View chart
Lam Research Corp Com New (LRCX)	0.1	$771k	+104%	4.5k	171.18	View chart
International Business Machines (IBM)	0.1	$765k	+110%	2.6k	296.11	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$760k	+656%	6.4k	119.42	View chart
Macy's (M)	0.1	$758k	+89%	34k	22.05	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$746k	+132%	30k	24.94	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$740k	+111%	1.8k	412.77	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$737k	+79%	5.1k	143.52	View chart
Ge Vernova (GEV)	0.1	$737k	+102%	1.1k	653.58	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.1	$736k	+99%	21k	35.13	View chart
Neos Etf Trust Msci Eafe High (NIHI)	0.1	$735k	NEW	15k	50.75	View chart
Eaton Corp SHS (ETN)	0.1	$726k	+103%	2.3k	318.51	View chart
TowneBank (TOWN)	0.1	$709k	+100%	21k	33.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$692k	+99%	8.3k	83.75	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$686k	+101%	15k	45.80	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$679k	+100%	9.5k	71.45	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$664k	+100%	20k	33.67	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$663k	+135%	4.3k	154.82	View chart
Neos Etf Trust Gold High Income (IAUI)	0.1	$657k	NEW	12k	55.88	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$656k	+63%	12k	55.05	View chart
Deere & Company (DE)	0.1	$645k	+104%	1.4k	465.80	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$640k	+92%	5.3k	121.64	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$640k	+100%	3.2k	198.62	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$629k	+97%	14k	44.46	View chart
Verizon Communications (VZ)	0.1	$622k	+15%	15k	40.73	View chart
Boston Scientific Corporation (BSX)	0.1	$620k	+104%	6.5k	95.35	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$616k	+100%	8.4k	73.56	View chart
CVS Caremark Corporation (CVS)	0.1	$604k	+118%	7.6k	79.36	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$592k	+117%	10k	57.24	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.1	$590k	+100%	16k	36.68	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.1	$580k	+100%	19k	29.87	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$573k	+98%	4.8k	120.15	View chart
Bristol Myers Squibb (BMY)	0.1	$563k	+100%	10k	53.95	View chart
FedEx Corporation (FDX)	0.1	$560k	+106%	1.9k	288.86	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$560k	+100%	5.9k	95.22	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$555k	+100%	4.7k	117.72	View chart
Amgen (AMGN)	0.1	$552k	+113%	1.7k	327.31	View chart
Wells Fargo & Company (WFC)	0.1	$548k	+130%	5.9k	93.23	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$538k	+100%	9.8k	54.92	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$535k	+117%	23k	23.34	View chart
Intel Corporation (INTC)	0.1	$533k	+131%	14k	36.90	View chart
Allstate Corporation (ALL)	0.1	$522k	NEW	2.5k	208.15	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$514k	+100%	7.5k	68.36	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$512k	+299%	11k	44.71	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$512k	+100%	1.7k	301.26	View chart
AES Corporation (AES)	0.1	$497k	+100%	35k	14.34	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$496k	NEW	10k	48.18	View chart
Cisco Systems (CSCO)	0.0	$495k	+115%	6.4k	77.03	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$493k	+100%	28k	17.71	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$489k	+100%	4.6k	106.70	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$481k	+100%	21k	22.91	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$477k	+104%	36k	13.29	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$456k	+102%	18k	25.08	View chart
General American Investors (GAM)	0.0	$454k	+100%	7.7k	58.73	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$453k	+100%	1.1k	396.31	View chart
Orchid Is Cap Com New (ORC)	0.0	$453k	+84%	63k	7.20	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$452k	-45%	7.8k	58.12	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$446k	NEW	19k	23.67	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$439k	+70%	12k	36.16	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$437k	+4%	8.7k	50.29	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$436k	+72%	5.6k	77.68	View chart
Ball Corporation (BALL)	0.0	$430k	+101%	8.1k	52.97	View chart
Waste Management (WM)	0.0	$429k	+105%	2.0k	219.71	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$426k	+100%	17k	24.77	View chart
Vanguard World Utilities Etf (VPU)	0.0	$424k	+100%	2.3k	185.04	View chart
Novartis Sponsored Adr (NVS)	0.0	$423k	NEW	3.1k	137.87	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$420k	+100%	3.7k	113.92	View chart
Eastman Chemical Company (EMN)	0.0	$419k	NEW	6.6k	63.84	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.0	$413k	+100%	4.0k	102.26	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.0	$403k	+72%	9.0k	44.82	View chart
Royal Caribbean Cruises (RCL)	0.0	$402k	+100%	1.4k	278.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$398k	NEW	840.00	473.30	View chart
Illinois Tool Works (ITW)	0.0	$395k	+102%	1.6k	246.22	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$394k	+44%	7.1k	55.58	View chart
Fs Kkr Capital Corp (FSK)	0.0	$393k	+102%	27k	14.81	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$386k	NEW	9.3k	41.42	View chart
Aurinia Pharmaceuticals (AUPH)	0.0	$385k	+98%	24k	15.95	View chart
American Express Company (AXP)	0.0	$384k	NEW	1.0k	370.07	View chart
Abbott Laboratories (ABT)	0.0	$383k	NEW	3.1k	125.29	View chart
Advanced Micro Devices (AMD)	0.0	$380k	NEW	1.8k	214.16	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$380k	NEW	5.9k	64.39	View chart
Mid-America Apartment (MAA)	0.0	$377k	NEW	2.7k	138.85	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$368k	NEW	784.00	468.76	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$364k	NEW	1.8k	199.68	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.0	$363k	NEW	12k	29.22	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$363k	+59%	2.4k	154.14	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$360k	NEW	3.7k	96.03	View chart
Innovator Etfs Trust Prem Incm 30 Bar (APRJ)	0.0	$356k	NEW	14k	24.65	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$351k	NEW	2.1k	168.77	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$350k	NEW	5.9k	59.28	View chart
Walt Disney Company (DIS)	0.0	$348k	NEW	3.1k	113.80	View chart
CSX Corporation (CSX)	0.0	$348k	NEW	9.6k	36.25	View chart
Vulcan Materials Company (VMC)	0.0	$347k	NEW	1.2k	285.22	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$346k	NEW	15k	22.47	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$344k	NEW	15k	22.64	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$339k	+100%	2.3k	146.58	View chart
Phillips 66 (PSX)	0.0	$337k	NEW	2.6k	129.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$333k	NEW	1.6k	212.07	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.0	$332k	NEW	8.6k	38.68	View chart
Nrg Energy Com New (NRG)	0.0	$327k	NEW	2.1k	159.24	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$326k	NEW	6.8k	47.98	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$326k	NEW	5.0k	65.10	View chart
Atmos Energy Corporation (ATO)	0.0	$323k	NEW	1.9k	167.61	View chart
Cummins (CMI)	0.0	$321k	NEW	628.00	510.45	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.0	$320k	NEW	8.6k	37.40	View chart
Oracle Corporation (ORCL)	0.0	$318k	+115%	1.6k	194.83	View chart
Occidental Petroleum Corporation (OXY)	0.0	$316k	NEW	7.7k	41.12	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.0	$316k	NEW	12k	26.53	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$315k	NEW	7.1k	44.34	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$314k	+56%	12k	26.89	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$310k	NEW	5.1k	60.81	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$309k	NEW	400.00	771.87	View chart
Strategy Cl A New (MSTR)	0.0	$309k	+100%	2.0k	151.95	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$308k	NEW	2.2k	139.17	View chart
Constellation Energy (CEG)	0.0	$307k	NEW	870.00	353.27	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$305k	NEW	3.2k	94.18	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$304k	NEW	8.2k	36.86	View chart
HEICO Corporation (HEI)	0.0	$303k	NEW	936.00	323.59	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$294k	NEW	5.4k	54.71	View chart
Chubb (CB)	0.0	$293k	NEW	940.00	312.12	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$293k	NEW	4.0k	72.68	View chart
Ishares Tr Europe Etf (IEV)	0.0	$290k	NEW	4.2k	68.60	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$286k	NEW	1.4k	210.34	View chart
Micron Technology (MU)	0.0	$285k	NEW	1.0k	285.41	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.0	$284k	NEW	13k	22.00	View chart
Thermo Fisher Scientific (TMO)	0.0	$282k	NEW	486.00	579.45	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$281k	NEW	12k	24.28	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.0	$280k	NEW	4.8k	57.92	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$277k	NEW	2.4k	114.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$276k	NEW	950.00	289.95	View chart
salesforce (CRM)	0.0	$274k	NEW	1.0k	264.91	View chart
First Horizon National Corporation (FHN)	0.0	$271k	NEW	11k	23.90	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$268k	NEW	1.1k	246.16	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$265k	NEW	3.8k	69.40	View chart
Dell Technologies CL C (DELL)	0.0	$258k	NEW	2.1k	125.88	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$258k	NEW	2.0k	128.93	View chart
Comfort Systems USA (FIX)	0.0	$254k	NEW	272.00	933.29	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$250k	NEW	1.6k	155.12	View chart
United Cmnty Bks Ga Cap Stk (UCB)	0.0	$244k	NEW	7.8k	31.22	View chart
Usa Compression Partners Com Unit Ltdpar (USAC)	0.0	$243k	NEW	11k	23.00	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$241k	NEW	874.00	275.39	View chart
Shell Spon Ads (SHEL)	0.0	$240k	NEW	3.3k	73.48	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.0	$240k	NEW	8.4k	28.46	View chart
Enbridge (ENB)	0.0	$238k	NEW	5.0k	47.83	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$237k	NEW	2.5k	96.27	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$234k	NEW	5.5k	42.69	View chart
Danaher Corporation (DHR)	0.0	$231k	NEW	1.0k	228.92	View chart
S&p Global (SPGI)	0.0	$231k	NEW	442.00	522.59	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$231k	NEW	1.4k	160.97	View chart
Prudential Financial (PRU)	0.0	$229k	NEW	2.0k	112.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.0	$228k	NEW	9.6k	23.66	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$227k	NEW	4.3k	52.77	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$226k	NEW	9.3k	24.37	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$221k	NEW	5.3k	41.66	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$220k	NEW	2.6k	85.37	View chart
Adobe Systems Incorporated (ADBE)	0.0	$218k	NEW	624.00	349.99	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$218k	NEW	8.4k	25.82	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.0	$218k	NEW	7.8k	28.06	View chart
Fortinet (FTNT)	0.0	$218k	NEW	2.7k	79.41	View chart
Unilever Spon Adr New (UL)	0.0	$216k	NEW	3.3k	65.40	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$215k	NEW	3.9k	54.77	View chart
AmerisourceBergen (COR)	0.0	$213k	NEW	630.00	337.75	View chart
Progressive Corporation (PGR)	0.0	$212k	NEW	932.00	227.72	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.0	$212k	NEW	2.2k	97.87	View chart
ConocoPhillips (COP)	0.0	$212k	NEW	2.3k	93.61	View chart
Dollar General (DG)	0.0	$211k	NEW	1.6k	132.85	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.0	$209k	NEW	6.4k	32.59	View chart
Texas Instruments Incorporated (TXN)	0.0	$208k	NEW	1.2k	173.49	View chart
Wp Carey (WPC)	0.0	$206k	NEW	3.2k	64.36	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$205k	NEW	2.6k	77.74	View chart
Tractor Supply Company (TSCO)	0.0	$204k	NEW	4.1k	50.01	View chart
Ishares Tr International Sl (ISCF)	0.0	$202k	NEW	4.9k	41.48	View chart
Northrop Grumman Corporation (NOC)	0.0	$201k	NEW	352.00	570.21	View chart
Ford Motor Company (F)	0.0	$174k	NEW	13k	13.12	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$121k	NEW	11k	11.24	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 Q4 filed Jan. 26, 2026
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

View all past filings

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