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BCS Wealth Management

Updated 2 days ago

Managed by Bcs Wealth Management • Latest filing Q3 2026

Portfolio value
$563.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$990.2M
Q1 2026$489.9M
Q2 2026$555.1M
Q3 2026$563.2M

Top holdings

267 positions as of Q3 2026

View filing
V

VANGUARD INDEX FDS

Value
$62.4M
Shares
89.1K
% Port
11.09%
S

SCHWAB STRATEGIC TR

Value
$20.2M
Shares
674.6K
% Port
3.59%
S

SCHWAB STRATEGIC TR

Value
$19.1M
Shares
693.8K
% Port
3.38%
E

ISHARES TR

Value
$14.9M
Shares
157.9K
% Port
2.65%
S

SPDR SERIES TRUST

Value
$14.4M
Shares
117.4K
% Port
2.57%
V

VANGUARD SCOTTSDALE FDS

Value
$13.9M
Shares
180.5K
% Port
2.48%
P

PROCTER & GAMBLE CO

Value
$13.9M
Shares
95.8K
% Port
2.47%
S

SPDR SERIES TRUST

Value
$12.4M
Shares
203.2K
% Port
2.21%
H

INVESCO EXCH TRD SLF IDX FD

Value
$10M
Shares
513.3K
% Port
1.78%
S

SCHWAB STRATEGIC TR

Value
$10M
Shares
317.0K
% Port
1.77%
V

VANGUARD WHITEHALL FDS

Value
$9.7M
Shares
96.1K
% Port
1.73%
I

INVESCO EXCH TRD SLF IDX FD

Value
$9.1M
Shares
457.0K
% Port
1.62%
P

PIMCO ETF TR

Value
$8.1M
Shares
93.4K
% Port
1.44%
H

INVESCO EXCH TRD SLF IDX FD

Value
$8.1M
Shares
415.4K
% Port
1.44%
S

SCHWAB STRATEGIC TR

Value
$7.6M
Shares
142.1K
% Port
1.36%
H

INVESCO EXCH TRD SLF IDX FD

Value
$7.4M
Shares
365.3K
% Port
1.31%
I

INVESCO EXCH TRD SLF IDX FD

Value
$6.9M
Shares
355.2K
% Port
1.23%
S

SPDR INDEX SHS FDS

Value
$6.9M
Shares
137.3K
% Port
1.22%
S

SCHWAB STRATEGIC TR

Value
$6.8M
Shares
209.6K
% Port
1.21%
V

VANGUARD INDEX FDS

Value
$6.4M
Shares
71.2K
% Port
1.14%

Explore

BCS Wealth Management (Bcs Wealth Management) Portfolio & 13F Holdings | Track13F