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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, AGG, PG, and represent 22.27% of BCS Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$5.3M), VOO, FNDF, NOBL, AGG, IJR, VCSH, BOND, SPYI, QQQI.
Started 24 new stock positions in BSMZ, TJX, BSJR, STX, ADI, PTLC, TSM, QQQI, AXP, LIN. TXN, MU, AMD, DELL, IWF, FEZ, CMI, CRWD, KJAN, SPCX, HOMB, FIX, XLU, URTH.
Reduced shares in these 10 stocks: SCHF, PJUL, PFEB, OXY, EFV, SCHA, SCHD, VTI, IEMG, GOOG.
Sold out of its positions in EFV, OXY.
BCS Wealth Management was a net buyer of stock by $32M.
BCS Wealth Management has $555M in assets under management (AUM), dropping by 13.30%.
Central Index Key (CIK): 0001798172

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Portfolio Holdings for BCS Wealth Management

BCS Wealth Management holds 270 positions in its portfolio as reported in the June 2026 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)	10.4	$58M	+3%	84k	686.80	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.6	$20M		679k	29.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.2	$18M	-2%	650k	27.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.5	$14M	+7%	142k	98.98	View chart
Procter & Gamble Company (PG)	2.5	$14M		96k	146.64	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	2.5	$14M		118k	118.99	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.2	$13M	+7%	158k	79.03	View chart
Spdr Series Trust St Str P500val (SPYV)	2.2	$12M	+2%	202k	60.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.9	$10M		530k	19.52	View chart
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX)	1.7	$9.5M	+3%	449k	21.05	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.7	$9.3M	+4%	95k	98.20	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.6	$8.7M	+3%	280k	31.10	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.4	$8.0M	+4%	409k	19.61	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.4	$7.9M	+11%	86k	92.21	View chart
Invesco Exch Trd Slf Idx Bull 2034 Co Etf (BSCY)	1.3	$7.2M	+2%	347k	20.66	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.3	$7.1M	+5%	351k	20.36	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.3	$7.0M	+2%	138k	50.39	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.3	$6.9M	+31%	132k	52.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$6.9M	-2%	217k	31.71	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$6.5M		30k	217.93	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$6.3M	+484%	74k	86.14	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$6.0M	-3%	167k	36.13	View chart
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY)	1.0	$5.8M		235k	24.65	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.0	$5.7M	+8%	309k	18.57	View chart
Apple (AAPL)	1.0	$5.3M		18k	289.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$5.2M	-3%	14k	370.05	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.9	$5.2M	+11%	313k	16.64	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$5.2M	+8%	83k	62.20	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.9	$5.2M	+2%	252k	20.51	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.9	$5.1M	+2%	312k	16.39	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.9	$4.9M	+7%	20k	246.22	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.9	$4.9M	-2%	93k	52.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$4.7M	-2%	6.4k	736.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.8	$4.7M	-5%	108k	43.06	View chart
NVIDIA Corporation (NVDA)	0.8	$4.4M	+11%	22k	200.09	View chart
Royal Gold (RGLD)	0.7	$4.1M		21k	199.62	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.7	$4.0M		29k	137.54	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$3.8M	+12%	5.0k	746.95	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$3.7M	-2%	12k	302.97	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$3.5M	+3%	122k	28.96	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$2.9M		61k	48.12	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.5	$2.9M	+20%	60k	48.56	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$2.8M	-5%	34k	82.84	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$2.8M	+90%	50k	56.16	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSCZ)	0.5	$2.8M	+10%	135k	20.47	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.5	$2.8M	-3%	89k	30.85	View chart
Amazon (AMZN)	0.5	$2.7M	+6%	11k	238.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.5	$2.7M		56k	47.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$2.6M	+2%	8.5k	303.11	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.5	$2.5M		55k	45.64	View chart
Microsoft Corporation (MSFT)	0.4	$2.5M	+3%	6.7k	373.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.4	$2.4M		52k	45.89	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.4	$2.4M	+21%	60k	39.68	View chart
Eli Lilly & Co. (LLY)	0.4	$2.4M	+7%	2.0k	1199.43	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$2.3M	+11%	63k	36.87	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.4	$2.3M	+2%	46k	50.61	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.4	$2.3M	+20%	61k	38.06	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$2.3M	+2%	12k	188.09	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$2.3M	+3%	66k	34.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.2M	+11%	6.3k	357.33	View chart
Caterpillar (CAT)	0.4	$2.2M		2.0k	1065.14	View chart
Merck & Co (MRK)	0.4	$2.0M		16k	128.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$1.9M	-13%	40k	48.81	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.3	$1.9M		46k	42.20	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.9M		22k	85.49	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$1.9M	-5%	34k	54.63	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$1.9M	+11%	21k	90.10	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.3	$1.9M	+27%	41k	45.07	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.3	$1.9M		41k	45.76	View chart
Putnam Etf Trust Franklin Muni (FTMU)	0.3	$1.8M		226k	7.93	View chart
New York Life Invts Active E Mack Mu Insd Etf (MMIN)	0.3	$1.7M	+8%	71k	24.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.7M	+4%	50k	33.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.3	$1.7M		38k	44.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.6M		28k	59.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.3	$1.6M		35k	46.41	View chart
Parker-Hannifin Corporation (PH)	0.3	$1.6M	+2%	1.6k	978.12	View chart
Kimberly-Clark Corporation (KMB)	0.3	$1.5M		14k	109.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.5M	-9%	2.9k	500.39	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$1.5M	+8%	22k	67.56	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$1.4M	-2%	33k	43.30	View chart
Neos Etf Trust Msci Eafe High (NIHI)	0.3	$1.4M	+46%	28k	51.53	View chart
Vanguard World Health Car Etf (VHT)	0.3	$1.4M		4.7k	299.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.4M		1.9k	749.00	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$1.4M	+100%	26k	53.09	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$1.4M		38k	36.26	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.2	$1.4M	-4%	26k	53.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.3M	+67%	5.6k	236.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$1.3M		27k	49.49	View chart
Sherwin-Williams Company (SHW)	0.2	$1.3M		3.7k	344.32	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$1.3M	+81%	6.7k	190.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.3M	+262%	8.6k	148.31	View chart
Applied Materials (AMAT)	0.2	$1.3M	+2%	1.7k	722.98	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$1.3M	-7%	54k	23.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$1.2M	-5%	28k	43.23	View chart
Truist Financial Corp equities (TFC)	0.2	$1.2M		24k	49.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.2M	-11%	3.4k	353.33	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.2M		8.1k	146.41	View chart
Colgate-Palmolive Company (CL)	0.2	$1.2M		13k	91.68	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.2M	-7%	8.6k	136.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$1.1M		25k	46.05	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.2	$1.1M	-6%	18k	59.20	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.1M	+11%	3.3k	327.29	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.2	$1.1M		22k	48.68	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$1.1M		2.9k	365.70	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$1.1M		31k	34.27	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$1.0M		7.7k	136.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.0M	+11%	14k	73.41	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$999k	-5%	9.6k	103.96	View chart
Broadcom (AVGO)	0.2	$977k	+52%	2.6k	377.75	View chart
Johnson & Johnson (JNJ)	0.2	$950k	+6%	3.7k	254.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$936k		5.7k	164.27	View chart
Duke Energy Corp Com New (DUK)	0.2	$919k		7.3k	126.58	View chart
Raytheon Technologies Corp (RTX)	0.2	$907k	+14%	4.8k	189.73	View chart
Nextera Energy (NEE)	0.2	$905k	+9%	10k	87.77	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.2	$898k		25k	35.97	View chart
Abbvie (ABBV)	0.2	$890k	+16%	3.5k	251.63	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$886k	-5%	16k	54.31	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.2	$879k		16k	53.61	View chart
Lam Research Corp Com New (LRCX)	0.2	$868k	-11%	2.0k	433.33	View chart
Ge Aerospace Com New (GE)	0.2	$866k		2.3k	373.77	View chart
Coca-Cola Company (KO)	0.2	$865k	+9%	11k	81.26	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$859k		3.5k	243.00	View chart
Ishares Tr Us Industrials (IYJ)	0.2	$850k		5.1k	166.65	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$848k		28k	30.17	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.2	$843k		21k	39.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$838k	+2%	11k	77.11	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$834k	+3%	2.9k	285.58	View chart
Intel Corporation (INTC)	0.1	$832k	-7%	6.0k	139.64	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$812k	+2%	25k	33.21	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$803k	+95%	5.1k	158.67	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$800k	+3%	17k	47.97	View chart
McDonald's Corporation (MCD)	0.1	$795k		2.9k	270.28	View chart
Wal-Mart Stores (WMT)	0.1	$794k	+3%	7.0k	113.26	View chart
Tesla Motors (TSLA)	0.1	$771k		1.8k	420.60	View chart
At&t (T)	0.1	$757k	-3%	37k	20.70	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$749k		2.4k	306.30	View chart
Chevron Corporation (CVX)	0.1	$735k	-6%	4.4k	165.73	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$722k		14k	52.64	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$708k	+16%	4.6k	154.29	View chart
Union Pacific Corporation (UNP)	0.1	$705k	+9%	2.6k	272.00	View chart
Lockheed Martin Corporation (LMT)	0.1	$691k	-2%	1.4k	509.46	View chart
Ge Vernova (GEV)	0.1	$676k	+2%	575.00	1174.86	View chart
Visa Com Cl A (V)	0.1	$674k	+15%	2.0k	343.09	View chart
Southern Company (SO)	0.1	$673k		7.0k	95.71	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$665k	NEW	12k	56.79	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$663k		19k	35.11	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$654k		9.0k	72.66	View chart
Alliance Resource Partners L Ut Ltd Part (ARLP)	0.1	$652k	+2%	27k	23.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$647k	-3%	16k	41.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$644k	+41%	4.1k	158.03	View chart
Marriott Intl Cl A (MAR)	0.1	$642k		1.7k	370.59	View chart
Micron Technology (MU)	0.1	$640k	NEW	554.00	1154.29	View chart
New York Life Invts Active E Mackay Mun Inter (MMIT)	0.1	$627k	+3%	26k	24.35	View chart
Pfizer (PFE)	0.1	$626k	-2%	26k	24.08	View chart
Meta Platforms Cl A (META)	0.1	$620k	+10%	1.1k	563.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$619k	NEW	5.0k	124.17	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$599k		27k	22.20	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$598k		25k	24.14	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$591k	+153%	7.1k	83.06	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$588k	-5%	10k	57.67	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$585k	-4%	13k	44.03	View chart
Franklin Templeton Etf Tr Emer Mkt Cor Div (DIEM)	0.1	$576k	+4%	13k	43.40	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$564k	NEW	1.2k	477.57	View chart
Eaton Corp SHS (ETN)	0.1	$563k	+14%	1.3k	426.12	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$559k		2.8k	197.60	View chart
UnitedHealth (UNH)	0.1	$558k	-5%	1.3k	415.63	View chart
Regions Financial Corporation (RF)	0.1	$558k		19k	30.20	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$557k	-7%	19k	29.24	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$548k	+3%	7.0k	77.89	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$546k	NEW	12k	45.34	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$545k		6.5k	83.81	View chart
American Electric Power Company (AEP)	0.1	$539k		3.9k	136.81	View chart
Advanced Micro Devices (AMD)	0.1	$539k	NEW	927.00	580.91	View chart
Home Depot (HD)	0.1	$537k	-10%	1.5k	352.76	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$531k		9.2k	57.63	View chart
Netflix (NFLX)	0.1	$528k		7.4k	71.40	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$526k	-4%	6.8k	77.43	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$517k		9.8k	52.73	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$514k	-7%	22k	23.68	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$503k	-7%	785.00	641.04	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$494k	+684%	4.1k	119.51	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$494k		3.0k	164.60	View chart
Dell Technologies CL C (DELL)	0.1	$492k	NEW	1.1k	431.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$490k		6.9k	71.25	View chart
Home BancShares (HOMB)	0.1	$485k	NEW	17k	28.55	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$478k		14k	33.97	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$475k	-6%	9.0k	53.02	View chart
Costco Wholesale Corporation (COST)	0.1	$469k		501.00	935.47	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$459k		12k	36.99	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$457k		12k	37.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$453k		2.1k	212.77	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$453k		11k	42.25	View chart
Mastercard Incorporated Cl A (MA)	0.1	$439k	+3%	854.00	513.60	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.1	$435k	+5%	17k	26.39	View chart
Deere & Company (DE)	0.1	$429k	-2%	676.00	634.66	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$427k		4.8k	89.85	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.1	$427k		17k	25.85	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$422k	NEW	437.00	965.00	View chart
Bank of America Corporation (BAC)	0.1	$420k		7.4k	56.98	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$415k	-8%	16k	25.44	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$414k	+43%	18k	22.96	View chart
Macy's (M)	0.1	$410k		17k	23.55	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$404k	+400%	4.6k	87.91	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.1	$396k		5.2k	76.16	View chart
TowneBank (TOWN)	0.1	$385k		11k	36.24	View chart
Neos Etf Trust Gold Hig Inc Etf (IAUI)	0.1	$383k	+34%	7.9k	48.45	View chart
Orchid Is Cap Com New (ORC)	0.1	$383k	+3%	55k	6.97	View chart
Cisco Systems (CSCO)	0.1	$381k	+8%	3.2k	117.46	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$379k		11k	33.29	View chart
International Business Machines (IBM)	0.1	$368k	-2%	1.3k	281.12	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.1	$366k		9.2k	39.80	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$364k	-2%	3.1k	117.28	View chart
Lowe's Companies (LOW)	0.1	$363k		1.6k	220.44	View chart
CVS Caremark Corporation (CVS)	0.1	$352k	-10%	3.4k	103.45	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$348k		4.2k	83.75	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$345k		4.2k	82.65	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$340k	-7%	9.1k	37.36	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$335k		7.0k	47.81	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$329k	-9%	5.6k	58.87	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$317k		5.4k	59.02	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.1	$316k		10k	30.45	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$312k		5.9k	53.11	View chart
Allstate Corporation (ALL)	0.1	$309k	+3%	1.3k	237.94	View chart
Amgen (AMGN)	0.1	$305k		843.00	362.12	View chart
CSX Corporation (CSX)	0.1	$297k	-2%	6.2k	47.53	View chart
FedEx Corporation (FDX)	0.1	$296k	-2%	945.00	313.03	View chart
Bristol Myers Squibb (BMY)	0.1	$295k	-2%	5.1k	57.62	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$294k		7.3k	40.23	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$292k	-8%	5.2k	56.48	View chart
Ishares Msci World Etf (URTH)	0.1	$289k	NEW	1.4k	202.64	View chart
Texas Instruments Incorporated (TXN)	0.1	$282k	NEW	947.00	298.07	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$280k	+340%	10k	27.41	View chart
Comfort Systems USA (FIX)	0.0	$270k	NEW	136.00	1981.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$266k	+13%	723.00	368.38	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.0	$266k		8.0k	33.25	View chart
Verizon Communications (VZ)	0.0	$265k	-12%	6.3k	42.34	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$265k	+13%	12k	22.29	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$262k	-4%	4.3k	61.45	View chart
Analog Devices (ADI)	0.0	$262k	NEW	660.00	397.17	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$255k	NEW	334.00	763.14	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$254k		8.6k	29.56	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.0	$254k	+5%	11k	23.44	View chart
AES Corporation (AES)	0.0	$254k		17k	14.66	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$253k	NEW	11k	22.35	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$253k		2.4k	107.13	View chart
Ball Corporation (BALL)	0.0	$251k		4.0k	62.40	View chart
General American Investors (GAM)	0.0	$247k		3.9k	63.75	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$246k	-3%	18k	13.97	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$244k		2.3k	106.47	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$242k	NEW	1.4k	170.86	View chart
Novartis Sponsored Adr (NVS)	0.0	$240k		1.5k	156.72	View chart
Eastman Chemical Company (EMN)	0.0	$238k	+8%	3.5k	66.98	View chart
Cummins (CMI)	0.0	$233k	NEW	326.00	713.21	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$232k		14k	16.70	View chart
American Express Company (AXP)	0.0	$232k	NEW	685.00	338.33	View chart
Wells Fargo & Company (WFC)	0.0	$231k	+8%	2.8k	82.64	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$225k		9.1k	24.66	View chart
Vanguard World Utilities Etf (VPU)	0.0	$224k		1.1k	195.73	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$220k		5.8k	38.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$220k		4.3k	50.58	View chart
Invesco Exch Trd Slf Idx Bultshs 2035 Mun (BSMZ)	0.0	$219k	NEW	8.5k	25.64	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$213k	NEW	4.7k	45.63	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$206k	NEW	3.5k	58.26	View chart
Waste Management (WM)	0.0	$206k	-5%	925.00	222.88	View chart
TJX Companies (TJX)	0.0	$206k	NEW	1.4k	151.50	View chart
Aurinia Pharmaceuticals (AUPH)	0.0	$205k		12k	16.97	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.0	$203k	NEW	3.0k	68.68	View chart
Linde SHS (LIN)	0.0	$202k	NEW	390.00	518.94	View chart
Phillips 66 (PSX)	0.0	$201k	-9%	1.2k	169.01	View chart
Fs Kkr Capital Corp (FSK)	0.0	$141k		13k	10.50	View chart

Past Filings by BCS Wealth Management

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

BCS Wealth Management 2026 Q2 filed July 16, 2026
BCS Wealth Management 2026 Q1 filed April 17, 2026
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

View all past filings

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