BCS Wealth Management
CIK 1798172
13F filing for Q2 2026・No. 3,653
- Holdings
- US$555.1M
- Quarter change
- +US$65.15M
- Entries
- 270
- Net bought (estimate)
- +US$24.59M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 2
- Cut 100
- Added 105
- Corporate actions 0
- Unchanged 41
Largest holdings
270 stocks worth US$555.1M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 83,736 | US$57.51M | 10.36% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Added | 679,092 | US$19.99M | 3.60% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Cut | 650,399 | US$18.02M | 3.25% |
| ISHARES TRCORE US AGGBD ET | Added | 142,203 | US$14.08M | 2.54% |
| PGPROCTER & GAMBLE COCOM | Unchanged | 95,712 | US$14.04M | 2.53% |
| SPDR SERIES TRUSTST STR P500GRW | Cut | 117,665 | US$14M | 2.52% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 157,822 | US$12.47M | 2.25% |
| SPDR SERIES TRUSTST STR P500VAL | Added | 202,146 | US$12.29M | 2.21% |
| INVESCO EXCH TRD SLF IDX FDBULSHS 2026 CB | Cut | 529,635 | US$10.34M | 1.86% |
| INVESCO EXCH TRD SLF IDX FDBUL 2033 COR ETF | Added | 449,212 | US$9.46M | 1.70% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.