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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 22.30% of BCS Wealth Management's stock portfolio.
Added to shares of these 6 stocks: VSS, DLS, DIEM, CGHM, CGSM, NIHI.
Started 5 new stock positions in DIEM, DLS, CGHM, VSS, CGSM.
Reduced shares in these 10 stocks: VOO (-$42M), SCHX (-$17M), SCHF (-$16M), PG (-$14M), AGG (-$11M), VCSH (-$11M), BSCQ (-$11M), SPYG (-$10M), SPYV (-$9.3M), BSCX (-$9.3M).
Sold out of its positions in ABT, ADBE, AMD, BABA, AXP, COR, ATO, BINC, BX, DYNF.
BCS Wealth Management was a net seller of stock by $-494M.
BCS Wealth Management has $490M in assets under management (AUM), dropping by -50.52%.
Central Index Key (CIK): 0001798172

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Portfolio Holdings for BCS Wealth Management

BCS Wealth Management holds 248 positions in its portfolio as reported in the March 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)	9.9	$49M	-46%	81k	597.54	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.6	$17M	-49%	678k	25.64	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.4	$17M	-49%	666k	24.75	View chart
Procter & Gamble Company (PG)	2.8	$14M	-50%	96k	144.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$13M	-46%	132k	99.27	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.4	$12M	-48%	147k	79.27	View chart
Spdr Series Trust State Street Spd (SPYG)	2.4	$12M	-46%	119k	97.91	View chart
Spdr Series Trust State Street Spd (SPYV)	2.3	$11M	-45%	197k	56.58	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.1	$10M	-51%	533k	19.53	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	1.9	$9.2M	-50%	433k	21.15	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.7	$8.6M	-43%	91k	94.24	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.6	$7.7M	-51%	391k	19.62	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.5	$7.5M	-42%	270k	27.85	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.4	$7.1M	-42%	77k	92.28	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	1.4	$7.0M	-49%	339k	20.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$6.9M	-51%	224k	30.68	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.4	$6.8M	-49%	333k	20.42	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.2	$6.1M	-48%	134k	45.65	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$5.9M	-48%	30k	196.20	View chart
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY)	1.1	$5.6M	-36%	232k	24.26	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$5.5M	-49%	13k	436.80	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.1	$5.3M	-48%	284k	18.66	View chart
Royal Gold (RGLD)	1.1	$5.3M	-49%	21k	254.49	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	1.0	$5.1M	-50%	246k	20.59	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$5.0M	-51%	173k	29.08	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.0	$5.0M	-50%	306k	16.46	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.0	$4.9M	-46%	95k	52.19	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.0	$4.9M	-28%	100k	48.93	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.0	$4.8M	-50%	77k	62.56	View chart
Apple (AAPL)	1.0	$4.7M	-50%	19k	253.78	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	1.0	$4.7M	-49%	279k	16.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$4.7M	-38%	15k	320.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.9	$4.6M	-52%	115k	40.10	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.8	$3.8M	-43%	19k	205.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$3.8M	-51%	6.6k	577.15	View chart
NVIDIA Corporation (NVDA)	0.7	$3.5M	-50%	20k	174.41	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.7	$3.4M	-43%	29k	114.83	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$3.0M	-47%	13k	237.62	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$3.0M	-56%	118k	25.10	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$2.9M	-48%	4.5k	650.51	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.6	$2.9M	-50%	62k	46.74	View chart
Spdr Series Trust State Street Spd (FLRN)	0.6	$2.9M	-51%	93k	30.78	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$2.8M	-52%	26k	106.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.5	$2.5M	-50%	57k	44.62	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$2.5M	-54%	36k	69.75	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSCZ)	0.5	$2.5M	-47%	122k	20.52	View chart
Microsoft Corporation (MSFT)	0.5	$2.4M	-58%	6.5k	370.21	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.5	$2.4M	-51%	55k	42.72	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.5	$2.3M	-37%	50k	46.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.5	$2.2M	-50%	52k	42.50	View chart
Amazon (AMZN)	0.5	$2.2M	-49%	11k	208.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$2.2M	-49%	8.3k	261.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$2.1M	-51%	46k	45.97	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.4	$2.0M	-53%	45k	44.87	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$2.0M	-51%	64k	30.50	View chart
Merck & Co (MRK)	0.4	$1.9M	-50%	16k	120.28	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$1.9M	-49%	42k	45.17	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.4	$1.9M	-34%	49k	38.26	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$1.9M	-50%	12k	155.11	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$1.8M	-51%	46k	39.80	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.4	$1.8M	-52%	37k	49.40	View chart
Putnam Etf Trust Franklin Muni (FTMU)	0.4	$1.8M	-50%	226k	7.79	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.8M	-49%	57k	30.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.7M	-50%	22k	77.11	View chart
Eli Lilly & Co. (LLY)	0.3	$1.7M	-49%	1.8k	919.77	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$1.6M	-39%	51k	32.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.6M	-50%	5.6k	287.57	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$1.6M	-48%	34k	46.24	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.6M	-49%	9.2k	169.65	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.3	$1.6M	-45%	66k	23.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.6M	-49%	3.2k	479.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.3	$1.5M	-50%	36k	43.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.3	$1.5M	-50%	37k	40.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.5M	-46%	27k	54.05	View chart
Caterpillar (CAT)	0.3	$1.4M	-50%	2.0k	708.62	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$1.4M	-37%	19k	75.19	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.4M	-48%	48k	29.13	View chart
Parker-Hannifin Corporation (PH)	0.3	$1.4M	-50%	1.6k	895.24	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$1.4M	-48%	58k	23.22	View chart
Kimberly-Clark Corporation (KMB)	0.3	$1.3M	-50%	14k	96.47	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.3	$1.3M	-44%	32k	40.14	View chart
Vanguard World Health Car Etf (VHT)	0.3	$1.3M	-50%	4.7k	272.33	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.3	$1.3M	-51%	27k	48.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$1.3M	-49%	30k	41.83	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.3	$1.2M	-50%	27k	46.13	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$1.2M	-51%	37k	32.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.2M	-68%	1.9k	653.26	View chart
Sherwin-Williams Company (SHW)	0.2	$1.2M	-50%	3.8k	320.55	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$1.2M	-44%	20k	59.22	View chart
Truist Financial Corp equities (TFC)	0.2	$1.1M	-49%	24k	45.97	View chart
At&t (T)	0.2	$1.1M	-51%	38k	28.99	View chart
Colgate-Palmolive Company (CL)	0.2	$1.1M	-50%	13k	85.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.1M	-53%	3.8k	286.87	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.2	$1.1M	-50%	20k	54.62	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$1.0M	-50%	24k	43.06	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$1.0M	-51%	31k	33.47	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.0M	-50%	8.1k	128.12	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.2	$1.0M	-50%	22k	46.25	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$986k	-50%	28k	35.44	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$985k	-61%	10k	96.70	View chart
Chevron Corporation (CVX)	0.2	$984k	-51%	4.8k	206.86	View chart
Duke Energy Corp Com New (DUK)	0.2	$960k	-49%	7.3k	130.95	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$936k	-30%	13k	73.64	View chart
Neos Etf Trust Msci Eafe High (NIHI)	0.2	$930k	+31%	19k	48.76	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$928k	-50%	7.7k	120.97	View chart
McDonald's Corporation (MCD)	0.2	$899k	-50%	2.9k	310.76	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$888k	-50%	2.9k	302.25	View chart
Nextera Energy (NEE)	0.2	$878k	-46%	9.5k	92.88	View chart
JPMorgan Chase & Co. (JPM)	0.2	$875k	-50%	3.0k	294.12	View chart
Johnson & Johnson (JNJ)	0.2	$855k	-50%	3.5k	244.47	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$854k	-50%	17k	49.69	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.2	$847k	-44%	21k	39.73	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.2	$846k	-51%	25k	33.75	View chart
Wal-Mart Stores (WMT)	0.2	$842k	-53%	6.8k	124.28	View chart
Lockheed Martin Corporation (LMT)	0.2	$837k	-50%	1.4k	604.39	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.2	$817k	-50%	17k	48.85	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$811k	-50%	5.7k	142.43	View chart
Raytheon Technologies Corp (RTX)	0.2	$808k	-48%	4.2k	192.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$770k	-51%	3.5k	217.33	View chart
Spdr Series Trust State Street Spd (SHM)	0.2	$768k	-42%	16k	47.83	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$756k	-54%	24k	31.67	View chart
Ishares Tr Us Industrials (IYJ)	0.2	$753k	-50%	5.1k	147.54	View chart
Pfizer (PFE)	0.2	$749k	-50%	27k	28.08	View chart
Coca-Cola Company (KO)	0.2	$741k	-52%	9.8k	76.04	View chart
Alliance Resource Partners L Ut Ltd Part (ARLP)	0.2	$737k	-48%	27k	27.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$722k	-46%	3.4k	215.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$713k	-49%	11k	67.53	View chart
Netflix (NFLX)	0.1	$704k	-50%	7.3k	96.15	View chart
Tesla Motors (TSLA)	0.1	$689k	-47%	1.9k	371.70	View chart
Southern Company (SO)	0.1	$686k	-50%	7.1k	96.52	View chart
Ge Aerospace Com New (GE)	0.1	$668k	-49%	2.4k	283.78	View chart
Abbvie (ABBV)	0.1	$658k	-48%	3.0k	217.48	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$654k	-49%	14k	47.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$651k	-50%	16k	39.94	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$633k	-35%	13k	49.37	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$630k	-50%	9.0k	70.03	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$630k	-50%	19k	33.37	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$630k	-50%	2.4k	257.35	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$612k	-49%	25k	24.27	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$608k	-50%	27k	22.25	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$600k	-48%	25k	24.10	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$591k	-49%	21k	28.72	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$585k	-50%	2.8k	208.05	View chart
Applied Materials (AMAT)	0.1	$580k	-49%	1.7k	341.77	View chart
Marriott Intl Cl A (MAR)	0.1	$578k	-51%	1.8k	327.07	View chart
Union Pacific Corporation (UNP)	0.1	$576k	-50%	2.4k	242.62	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$574k	NEW	3.9k	145.80	View chart
Meta Platforms Cl A (META)	0.1	$568k	-49%	992.00	572.16	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$566k	-42%	14k	40.83	View chart
Home Depot (HD)	0.1	$559k	-50%	1.7k	328.96	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$532k	-51%	6.8k	78.40	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$530k	NEW	6.5k	81.52	View chart
Broadcom (AVGO)	0.1	$525k	-49%	1.7k	309.51	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$522k	-50%	11k	48.32	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$522k	-50%	2.8k	184.28	View chart
American Electric Power Company (AEP)	0.1	$521k	-49%	4.0k	131.08	View chart
Visa Com Cl A (V)	0.1	$512k	-53%	1.7k	302.24	View chart
Costco Wholesale Corporation (COST)	0.1	$508k	-57%	510.00	996.43	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$505k	-50%	7.1k	71.42	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$504k	-53%	24k	21.49	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$492k	-50%	3.7k	132.90	View chart
Ge Vernova (GEV)	0.1	$491k	-50%	563.00	872.91	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$483k	-56%	9.2k	52.49	View chart
Regions Financial Corporation (RF)	0.1	$482k	-50%	19k	26.12	View chart
Lam Research Corp Com New (LRCX)	0.1	$481k	-50%	2.3k	213.66	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$475k	-50%	9.9k	48.08	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$458k	-50%	9.5k	47.99	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$453k	-50%	14k	32.03	View chart
Franklin Templeton Etf Tr Emer Mkt Cor Div (DIEM)	0.1	$449k	NEW	13k	35.35	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$443k	-40%	18k	24.80	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$443k	-56%	12k	38.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$440k	-49%	6.9k	64.08	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$437k	-50%	3.0k	145.74	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$435k	-50%	12k	35.05	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$426k	-50%	11k	39.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$425k	-44%	2.9k	148.10	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$415k	NEW	16k	25.32	View chart
Mastercard Incorporated Cl A (MA)	0.1	$413k	-50%	827.00	499.66	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$412k	NEW	16k	26.28	View chart
Eaton Corp SHS (ETN)	0.1	$411k	-49%	1.2k	357.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$409k	-50%	2.1k	191.92	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$401k	-48%	12k	33.22	View chart
Lowe's Companies (LOW)	0.1	$395k	-51%	1.7k	236.23	View chart
Deere & Company (DE)	0.1	$390k	-50%	692.00	563.58	View chart
UnitedHealth (UNH)	0.1	$382k	-51%	1.4k	270.59	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$379k	-39%	2.6k	146.63	View chart
Orchid Is Cap Com New (ORC)	0.1	$372k	-15%	53k	7.03	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$368k	-50%	527.00	697.32	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$362k	-48%	5.9k	61.26	View chart
Bank of America Corporation (BAC)	0.1	$360k	-55%	7.4k	48.75	View chart
TowneBank (TOWN)	0.1	$358k	-50%	11k	33.67	View chart
Verizon Communications (VZ)	0.1	$357k	-53%	7.1k	50.20	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$352k	-50%	7.4k	47.72	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$347k	-50%	3.2k	108.99	View chart
FedEx Corporation (FDX)	0.1	$346k	-49%	972.00	356.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$346k	-49%	4.2k	82.75	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$338k	-48%	920.00	367.44	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.1	$335k	-55%	9.2k	36.25	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$335k	-50%	9.9k	33.93	View chart
Neos Etf Trust Gold High Income (IAUI)	0.1	$334k	-50%	5.9k	56.87	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$331k	-47%	6.2k	53.33	View chart
International Business Machines (IBM)	0.1	$325k	-48%	1.3k	242.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$318k	-45%	5.6k	56.68	View chart
Bristol Myers Squibb (BMY)	0.1	$317k	-49%	5.2k	60.65	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$315k	-55%	2.3k	135.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$314k	-50%	4.2k	75.10	View chart
Macy's (M)	0.1	$313k	-49%	17k	18.09	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.1	$302k	-46%	10k	29.03	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$301k	-50%	7.0k	43.02	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$298k	-50%	4.8k	62.68	View chart
Amgen (AMGN)	0.1	$297k	-50%	843.00	351.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$295k	-50%	2.4k	124.29	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$293k	-50%	8.6k	34.02	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$291k	-45%	13k	23.17	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$287k	-45%	5.4k	53.37	View chart
Intel Corporation (INTC)	0.1	$285k	-55%	6.4k	44.13	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$279k	-50%	848.00	328.79	View chart
Black Stone Minerals Com Unit (BSM)	0.1	$277k	-49%	18k	15.12	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.1	$275k	-50%	8.0k	34.15	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$274k	-44%	637.00	430.29	View chart
CVS Caremark Corporation (CVS)	0.1	$273k	-50%	3.8k	71.82	View chart
CSX Corporation (CSX)	0.1	$264k	-33%	6.4k	41.05	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$261k	-50%	2.4k	110.86	View chart
Allstate Corporation (ALL)	0.1	$260k	-50%	1.3k	207.34	View chart
Occidental Petroleum Corporation (OXY)	0.1	$251k	-49%	3.9k	65.00	View chart
Eastman Chemical Company (EMN)	0.1	$249k	-50%	3.3k	76.32	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$247k	-42%	4.4k	55.52	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$244k	-50%	2.3k	106.50	View chart
AES Corporation (AES)	0.0	$244k	-50%	17k	14.09	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$242k	-79%	3.3k	74.33	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$240k	-45%	10k	23.32	View chart
Ball Corporation (BALL)	0.0	$240k	-50%	4.1k	59.11	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$240k	-50%	5.1k	46.53	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$238k	-50%	14k	17.11	View chart
Phillips 66 (PSX)	0.0	$238k	-50%	1.3k	182.14	View chart
Novartis Sponsored Adr (NVS)	0.0	$234k	-50%	1.5k	152.75	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$233k	-31%	10k	22.34	View chart
Cisco Systems (CSCO)	0.0	$232k	-53%	3.0k	77.59	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$230k	-50%	2.8k	81.98	View chart
Vanguard World Utilities Etf (VPU)	0.0	$227k	-50%	1.1k	198.14	View chart
General American Investors (GAM)	0.0	$226k	-50%	3.9k	58.47	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$226k	-50%	9.1k	24.91	View chart
Waste Management (WM)	0.0	$225k	-50%	977.00	229.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$217k	-50%	4.3k	49.89	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$210k	-52%	5.8k	36.28	View chart
Wells Fargo & Company (WFC)	0.0	$205k	-56%	2.6k	79.61	View chart
Aurinia Pharmaceuticals (AUPH)	0.0	$179k	-50%	12k	14.82	View chart
Fs Kkr Capital Corp (FSK)	0.0	$135k	-50%	13k	10.18	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 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
BCS Wealth Management 2022 Q2 filed July 29, 2022

View all past filings

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