Institutions / BCS Wealth Management

BCS Wealth Management

CIK 1798172 · Institution · as of Dec 31, 2025

Portfolio value

$990.16M

Positions

352

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 352 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$95.21M	151,815	9.6%
Schwab Strategic Tr	—	$36.19M	1,344,800	3.7%
Schwab Strategic Tr	—	$31.54M	1,311,915	3.2%
PROCTER & GAMBLE Co	—	$27.60M	192,562	2.8%
iShares Tr	—	$24.65M	246,808	2.5%
SPDR Series Trust	—	$23.53M	220,563	2.4%
Vanguard Scottsdale Fds	—	$22.97M	288,032	2.3%
Invesco Exch Trd Slf Idx Fd	—	$21.49M	1,097,996	2.2%
SPDR Series Trust	—	$20.60M	362,581	2.1%
Invesco Exch Trd Slf Idx Fd	—	$18.76M	874,173	1.9%
Invesco Exch Trd Slf Idx Fd	—	$15.80M	800,215	1.6%
Vanguard Whitehall Fds	—	$14.52M	161,300	1.5%
Invesco Exch Trd Slf Idx Fd	—	$14.00M	666,220	1.4%
Invesco Exch Trd Slf Idx Fd	—	$13.65M	662,496	1.4%
Schwab Strategic Tr	—	$12.78M	469,554	1.3%
Schwab Strategic Tr	—	$12.69M	462,787	1.3%
PIMCO ETF Tr	—	$12.51M	134,349	1.3%
Vanguard Index Fds	—	$12.12M	24,835	1.2%
SPDR Index Shs Fds	—	$11.56M	260,348	1.2%
Vanguard Index Fds	—	$11.14M	58,345	1.1%
Invesco Exch Trd Slf Idx Fd	—	$10.37M	620,872	1.0%
Invesco Exch Trd Slf Idx Fd	—	$10.32M	494,136	1.0%
Invesco Exch Trd Slf Idx Fd	—	$10.30M	546,592	1.0%
Schwab Strategic Tr	—	$10.23M	359,359	1.0%
Apple Inc.	—	$10.22M	37,590	1.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.