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, PG, SCHF, BSCP, and represent 21.26% of BCS Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PG (+$14M), VOO (+$5.8M), SCHX, SCHF, KMB, AAPL, AGG, NVDA, VCSH, CALF.
Started 37 new stock positions in CRWD, FENY, SDY, VPU, DIS, GLD, AES, BSJQ, AMD, M.
Reduced shares in these 10 stocks: MUNI, MINO, MMIN, IBDQ, IBTF, TOTL, IBDR, IBTG, FLRN, IBDS.
Sold out of its positions in DYNF, LIT, PGX, IBDQ, IBDR, IBDT, IBDS, IBDU, IBTK, IBDV. IBTJ, IBTI, IBTH, IBTG, IBTF, CORP, XLY.
BCS Wealth Management was a net buyer of stock by $55M.
BCS Wealth Management has $465M in assets under management (AUM), dropping by 19.46%.
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 263 positions in its portfolio as reported in the June 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)	8.2	$38M	+17%	67k	568.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.2	$20M	+18%	799k	24.44	View chart
Procter & Gamble Company (PG)	3.3	$15M	+814%	97k	159.32	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.1	$14M	+26%	641k	22.10	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	2.5	$12M		561k	20.68	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.5	$12M	+2%	592k	19.52	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	2.2	$10M		107k	95.32	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.2	$10M	+12%	127k	79.50	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	2.0	$9.3M	+4%	437k	21.20	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	2.0	$9.3M	+2%	177k	52.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.9	$8.8M	+20%	88k	99.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.8	$8.2M	+11%	310k	26.50	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.7	$7.7M	+3%	391k	19.65	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.4	$6.5M	+8%	315k	20.49	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$5.9M	+15%	232k	25.30	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	1.2	$5.8M	+9%	278k	20.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	1.2	$5.6M	-3%	148k	38.01	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.2	$5.6M	+10%	70k	80.11	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$5.4M		12k	438.41	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$5.2M	+5%	29k	176.75	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.1	$5.2M	-3%	128k	40.49	View chart
Apple (AAPL)	1.1	$5.1M	+44%	25k	205.19	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.1	$5.0M	+10%	265k	18.70	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.1	$5.0M	+24%	54k	92.18	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	1.1	$4.9M	+5%	238k	20.60	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.0	$4.8M	-25%	94k	51.36	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.0	$4.8M	+8%	291k	16.53	View chart
NVIDIA Corporation (NVDA)	1.0	$4.6M	+44%	29k	157.99	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	1.0	$4.5M	+9%	271k	16.78	View chart
Microsoft Corporation (MSFT)	0.9	$4.4M	+26%	8.9k	497.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$4.2M	+10%	7.6k	551.66	View chart
Eli Lilly & Co. (LLY)	0.9	$4.0M	+3%	5.1k	779.61	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$3.7M	+15%	67k	55.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$3.7M	+4%	12k	303.91	View chart
Royal Gold (RGLD)	0.8	$3.7M		21k	177.83	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.8	$3.7M	-11%	37k	100.71	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.8	$3.6M	+36%	146k	24.54	View chart
Amazon (AMZN)	0.7	$3.2M		15k	219.36	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$3.1M		130k	23.83	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.7	$3.0M	-14%	99k	30.83	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.6	$2.9M	+32%	68k	42.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$2.7M	+21%	4.4k	617.86	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.7M	+64%	25k	107.80	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$2.6M	+8%	43k	60.02	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$2.6M	+6%	11k	227.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.5	$2.5M		60k	42.24	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$2.5M	+9%	13k	192.67	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.5	$2.5M	-10%	62k	40.46	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.5	$2.4M	+25%	24k	101.22	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$2.4M	+14%	85k	27.66	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.5	$2.3M	-37%	53k	44.23	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.5	$2.2M	+7%	55k	40.01	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.5	$2.2M	+32%	59k	37.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.5	$2.1M	-3%	48k	43.85	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$2.1M	+13%	74k	28.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$2.0M	-2%	8.3k	237.01	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.4	$1.9M	+137%	49k	39.82	View chart
Kimberly-Clark Corporation (KMB)	0.4	$1.8M	NEW	14k	128.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.8M	+40%	3.6k	485.71	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.4	$1.7M		40k	43.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.4	$1.7M	-12%	42k	41.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$1.7M	+41%	59k	29.21	View chart
At&t (T)	0.4	$1.7M	+20%	58k	28.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.3	$1.6M	-6%	40k	39.52	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.6M		23k	69.09	View chart
Parker-Hannifin Corporation (PH)	0.3	$1.6M	+7%	2.3k	698.62	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$1.6M	-15%	17k	93.78	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.3	$1.4M		31k	45.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.3M		27k	49.45	View chart
Sherwin-Williams Company (SHW)	0.3	$1.3M		3.8k	343.34	View chart
Merck & Co (MRK)	0.3	$1.3M	+2%	16k	79.15	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$1.3M		34k	37.96	View chart
Truist Financial Corp equities (TFC)	0.3	$1.3M	+3%	30k	42.99	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$1.2M	+10%	41k	30.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$1.2M	+11%	31k	39.77	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$1.2M	+34%	53k	23.24	View chart
Costco Wholesale Corporation (COST)	0.3	$1.2M	+79%	1.2k	989.57	View chart
Netflix (NFLX)	0.3	$1.2M	+21%	899.00	1339.27	View chart
Bank of America Corporation (BAC)	0.3	$1.2M	+237%	25k	47.32	View chart
Pfizer (PFE)	0.3	$1.2M	+9%	49k	24.23	View chart
Abbvie (ABBV)	0.3	$1.2M	+7%	6.4k	185.59	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.3	$1.2M	-37%	51k	23.32	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$1.2M	+60%	30k	40.01	View chart
Colgate-Palmolive Company (CL)	0.3	$1.2M		13k	90.92	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$1.2M	-21%	36k	32.07	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$1.1M		28k	40.88	View chart
Meta Platforms Cl A (META)	0.2	$1.1M	+78%	1.5k	737.84	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.2	$1.1M	-3%	21k	51.02	View chart
Chevron Corporation (CVX)	0.2	$1.1M	+48%	7.5k	143.26	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$1.1M	-4%	24k	44.06	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.2	$1.1M	+2%	24k	43.76	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$1000k		22k	46.22	View chart
Visa Com Cl A (V)	0.2	$998k	+65%	2.8k	355.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$984k	+34%	5.6k	176.19	View chart
Tesla Motors (TSLA)	0.2	$979k	+159%	3.1k	317.55	View chart
Duke Energy Corp Com New (DUK)	0.2	$955k	+359%	8.1k	117.97	View chart
Caterpillar (CAT)	0.2	$945k	+16%	2.4k	388.09	View chart
Vanguard World Health Car Etf (VHT)	0.2	$928k	+3%	3.7k	248.33	View chart
Verizon Communications (VZ)	0.2	$910k	+29%	21k	43.26	View chart
Wal-Mart Stores (WMT)	0.2	$888k	+20%	9.1k	97.77	View chart
JPMorgan Chase & Co. (JPM)	0.2	$886k	+34%	3.1k	289.92	View chart
Johnson & Johnson (JNJ)	0.2	$885k	+52%	5.8k	152.82	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$885k	+13%	30k	29.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$884k	-4%	6.5k	135.04	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$879k		1.4k	620.76	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$874k	-38%	22k	40.10	View chart
Home Depot (HD)	0.2	$870k	+46%	2.4k	366.78	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$860k	+14%	41k	21.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$851k	+90%	4.8k	177.44	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$848k	-10%	18k	47.11	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$847k	+25%	20k	42.06	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$829k		3.0k	277.07	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$827k		7.7k	107.78	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.2	$821k		15k	54.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$805k	+96%	16k	49.05	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$801k	+21%	28k	28.65	View chart
Abbott Laboratories (ABT)	0.2	$794k	+6%	5.8k	136.08	View chart
Broadcom (AVGO)	0.2	$790k	+77%	2.9k	275.74	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$788k	-23%	14k	56.86	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.2	$788k	-19%	18k	44.65	View chart
Coca-Cola Company (KO)	0.2	$778k	+14%	11k	70.72	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$776k		9.2k	84.80	View chart
Ge Aerospace Com New (GE)	0.2	$776k	+37%	3.0k	257.47	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.2	$774k	-6%	31k	25.35	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$772k	+11%	4.0k	195.05	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.2	$758k	-5%	33k	23.06	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$745k	-22%	14k	54.44	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$730k	+35%	3.7k	197.30	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.2	$701k	-2%	15k	47.80	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$696k		2.4k	284.43	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$679k	-10%	21k	31.95	View chart
Alliance Resource Partners L Ut Ltd Part (ARLP)	0.1	$659k	+12%	25k	26.12	View chart
International Business Machines (IBM)	0.1	$655k	+97%	2.2k	294.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$650k	+8%	11k	62.05	View chart
Lockheed Martin Corporation (LMT)	0.1	$649k	+3%	1.4k	462.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$645k	+14%	3.2k	204.57	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$642k	+3%	17k	37.76	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$638k	-12%	15k	41.44	View chart
Raytheon Technologies Corp (RTX)	0.1	$634k	-2%	4.3k	145.95	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$631k	-7%	14k	46.05	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$624k	+57%	19k	33.00	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$623k	+10%	26k	24.37	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$622k	-11%	21k	29.28	View chart
McDonald's Corporation (MCD)	0.1	$604k	+5%	2.1k	292.35	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$591k		19k	31.31	View chart
UnitedHealth (UNH)	0.1	$584k	+15%	1.9k	312.13	View chart
Union Pacific Corporation (UNP)	0.1	$584k	+9%	2.5k	230.10	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$580k	+7%	9.1k	63.45	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$565k	-3%	28k	20.51	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$560k		12k	45.45	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$543k	-36%	23k	23.86	View chart
Mastercard Incorporated Cl A (MA)	0.1	$542k	+17%	965.00	561.66	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$541k		4.0k	134.91	View chart
Marriott Intl Cl A (MAR)	0.1	$535k	-2%	2.0k	273.24	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$533k		11k	49.07	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$530k	+47%	7.4k	71.26	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$511k	-2%	6.5k	78.76	View chart
Philip Morris International (PM)	0.1	$501k	+91%	2.8k	182.05	View chart
Boston Scientific Corporation (BSX)	0.1	$483k	+34%	4.5k	107.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$483k		4.4k	110.07	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$471k	-6%	11k	42.64	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$469k		1.9k	253.24	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$465k		2.8k	164.31	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.1	$461k	+20%	14k	32.39	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$459k	-12%	10k	45.14	View chart
Eaton Corp SHS (ETN)	0.1	$449k	+23%	1.3k	356.92	View chart
Microstrategy Cl A New (MSTR)	0.1	$433k	+5%	1.1k	403.92	View chart
Regions Financial Corporation (RF)	0.1	$433k		18k	23.50	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$425k	+9%	11k	39.47	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$420k	-2%	13k	32.91	View chart
Southern Company (SO)	0.1	$420k	NEW	4.6k	91.86	View chart
Lowe's Companies (LOW)	0.1	$417k		1.9k	221.81	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$403k		11k	37.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$401k		7.0k	57.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$392k	NEW	2.2k	181.57	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.1	$391k		16k	24.75	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$382k	NEW	7.6k	50.33	View chart
Nextera Energy (NEE)	0.1	$381k	+8%	5.5k	69.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$380k		2.9k	133.15	View chart
Deere & Company (DE)	0.1	$377k	+9%	741.00	508.77	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$377k	NEW	5.1k	73.73	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$376k		14k	26.79	View chart
Ge Vernova (GEV)	0.1	$375k	NEW	709.00	528.91	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$372k	-8%	12k	30.50	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$367k	-9%	7.3k	50.27	View chart
Cisco Systems (CSCO)	0.1	$366k	NEW	5.3k	69.38	View chart
TowneBank (TOWN)	0.1	$363k	-5%	11k	34.18	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$359k		4.8k	75.58	View chart
Applied Materials (AMAT)	0.1	$356k	+17%	1.9k	182.85	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$354k	-13%	8.6k	41.25	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$349k	+2%	527.00	662.24	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$349k		5.1k	67.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$334k		1.8k	182.91	View chart
Oracle Corporation (ORCL)	0.1	$332k	NEW	1.5k	218.85	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$328k	-4%	2.8k	117.18	View chart
Bristol Myers Squibb (BMY)	0.1	$327k	+21%	7.1k	46.34	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$322k	+27%	9.9k	32.65	View chart
McKesson Corporation (MCK)	0.1	$320k	NEW	437.00	732.27	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$308k	-4%	3.3k	93.90	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$306k		835.00	366.47	View chart
Royal Caribbean Cruises (RCL)	0.1	$304k		970.00	313.40	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$291k	-42%	3.6k	81.01	View chart
Honeywell International (HON)	0.1	$289k	NEW	1.2k	232.88	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.1	$286k	-28%	8.3k	34.62	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$281k		4.2k	67.11	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$279k		3.4k	82.81	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$276k	-51%	2.9k	93.94	View chart
Wells Fargo & Company (WFC)	0.1	$274k	NEW	3.4k	80.12	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.1	$274k	-19%	9.7k	28.20	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$272k	NEW	893.00	304.59	View chart
Fs Kkr Capital Corp (FSK)	0.1	$272k		13k	20.78	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$264k		14k	18.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$263k	+16%	2.4k	109.31	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$263k	-10%	7.7k	34.17	View chart
Amgen (AMGN)	0.1	$263k	+19%	942.00	279.19	View chart
Lam Research Corp Com New (LRCX)	0.1	$258k	NEW	2.6k	97.47	View chart
Innovator Etfs Trust Prem Inc 40 Barr (OCTQ)	0.1	$258k		11k	23.84	View chart
CVS Caremark Corporation (CVS)	0.1	$257k	-6%	3.7k	68.90	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$257k	-13%	5.1k	50.72	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$257k		11k	22.58	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$256k		2.4k	108.61	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$255k	NEW	4.2k	61.33	View chart
Walt Disney Company (DIS)	0.1	$253k	NEW	2.0k	123.84	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$249k	+13%	1.7k	149.28	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$249k	-18%	4.9k	50.82	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.1	$246k	-18%	5.8k	42.21	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$244k		2.3k	106.46	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$243k	+3%	2.9k	84.94	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.1	$239k		7.9k	30.16	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$235k		2.1k	111.85	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$233k	NEW	458.00	508.73	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$233k	NEW	10k	23.38	View chart
Waste Management (WM)	0.0	$232k	+5%	1.0k	228.57	View chart
FedEx Corporation (FDX)	0.0	$230k	+3%	1.0k	227.72	View chart
salesforce (CRM)	0.0	$229k	NEW	841.00	272.29	View chart
Adobe Systems Incorporated (ADBE)	0.0	$227k	NEW	587.00	386.71	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$225k	+16%	17k	13.07	View chart
Pepsi (PEP)	0.0	$223k	NEW	1.7k	131.95	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$221k	-2%	5.3k	41.96	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.0	$217k		7.4k	29.17	View chart
Texas Instruments Incorporated (TXN)	0.0	$217k	NEW	1.0k	207.66	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.0	$214k	NEW	6.0k	35.76	View chart
Illinois Tool Works (ITW)	0.0	$214k	NEW	864.00	247.69	View chart
Advanced Micro Devices (AMD)	0.0	$212k	NEW	1.5k	141.81	View chart
Macy's (M)	0.0	$209k	NEW	18k	11.68	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$209k		8.3k	25.09	View chart
Enbridge (ENB)	0.0	$208k	NEW	4.6k	45.28	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.0	$205k	-9%	3.8k	54.59	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$205k	NEW	1.5k	136.03	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$205k	-39%	7.6k	27.05	View chart
Altria (MO)	0.0	$204k	NEW	3.5k	58.62	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$204k	NEW	855.00	238.60	View chart
Cardinal Health (CAH)	0.0	$204k	NEW	1.2k	167.90	View chart
American Express Company (AXP)	0.0	$203k	NEW	636.00	319.18	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$202k	NEW	8.6k	23.48	View chart
Progressive Corporation (PGR)	0.0	$202k	NEW	757.00	266.84	View chart
Vanguard World Utilities Etf (VPU)	0.0	$202k	NEW	1.1k	176.42	View chart
AES Corporation (AES)	0.0	$200k	NEW	19k	10.50	View chart
Mid-America Apartment (MAA)	0.0	$200k		1.3k	148.26	View chart
Amphenol Corp Cl A (APH)	0.0	$200k	NEW	2.0k	98.67	View chart
Orchid Is Cap Com New (ORC)	0.0	$178k	+90%	25k	7.00	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$110k	NEW	10k	10.69	View chart
Aurinia Pharmaceuticals (AUPH)	0.0	$103k		12k	8.46	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 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
BCS Wealth Management 2021 Q3 filed Oct. 25, 2021

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