§ 13F · FUND PROFILE
BCS Wealth Management.
AUM · $555M (13F)Positions · 270Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 84K | $58M | 10.4% | +3% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 679K | $20M | 3.6% | ±0% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 650K | $18M | 3.2% | −2% |
| 4 | AGG | ISHARES TR | 142K | $14M | 2.5% | +8% |
| 5 | PG | PROCTER & GAMBLE CO | 96K | $14M | 2.5% | ±0% |
| 6 | SPYG | SPDR SERIES TRUST | 118K | $14M | 2.5% | −1% |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 158K | $12M | 2.2% | +7% |
| 8 | SPYV | SPDR SERIES TRUST | 202K | $12M | 2.2% | +2% |
| 9 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 530K | $10M | 1.9% | −1% |
| 10 | BSCX | INVESCO EXCH TRD SLF IDX FD | 449K | $9M | 1.7% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BCS SIGNAL
AC read
BCS Wealth Management is a Other fund managing $555 million in assets. The fund runs a broad portfolio of 270 positions.
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