§ 13F · FUND PROFILE
BCS Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $444M (13F)Positions · 246Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 81K | $48M | 9.9% | −47% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 678K | $17M | 3.6% | −50% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 666K | $16M | 3.4% | −49% |
| 4 | PG | PROCTER & GAMBLE CO | 96K | $14M | 2.8% | −50% |
| 5 | AGG | ISHARES TR | 132K | $13M | 2.7% | −47% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 147K | $12M | 2.4% | −49% |
| 7 | SPYG | SPDR SERIES TRUST | 119K | $12M | 2.4% | −46% |
| 8 | SPYV | SPDR SERIES TRUST | 197K | $11M | 2.3% | −46% |
| 9 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 533K | $10M | 2.1% | −51% |
| 10 | BSCX | INVESCO EXCH TRD SLF IDX FD | 433K | $9M | 1.9% | −50% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BCS SIGNAL
AC read
BCS Wealth Management is a Other fund managing $444 million in assets. The fund runs a broad portfolio of 246 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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