§ 13F · FUND PROFILE
BCS Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $464.6B (13F)Positions · 263Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$61.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 152K | $95.2T | 9.6% | +118% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 1.34M | $36.2T | 3.7% | +100% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 1.31M | $31.5T | 3.2% | +101% |
| 4 | PG | PROCTER AND GAMBLE CO | 193K | $27.6T | 2.8% | — |
| 5 | AGG | ISHARES TR | 247K | $24.7T | 2.5% | +125% |
| 6 | SPYG | SPDR SERIES TRUST | 221K | $23.5T | 2.4% | +103% |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 288K | $23.0T | 2.3% | +128% |
| 8 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 1.10M | $21.5T | 2.2% | +95% |
| 9 | SPYV | SPDR SERIES TRUST | 363K | $20.6T | 2.1% | +105% |
| 10 | BSCX | INVESCO EXCH TRD SLF IDX FD | 874K | $18.8T | 1.9% | +102% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BCS SIGNAL
AC read
BCS Wealth Management is a Other fund managing $464.6 trillion in assets. The fund runs a broad portfolio of 263 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed