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CIK: 0001798172
Total reported value
$555.1M
$555.1M
243 檔
13.9%
As reported in its official Q1 2025 Form 13F filing, BCS Wealth Management's tracked investment portfolio stood at $555.1M with 243 total positions.
In Q1 2025, BCS Wealth Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 243 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.50% | +0.47% | +11.12% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.81% | +0.05% | -9.97% | |
| 3 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 3.03% | — | -3.76% | |
| 4 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.89% | -0.26% | -1.30% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.57% | -0.12% | +9.74% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.30% | -0.13% | -4.71% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.26% | -0.07% | +0.18% | |
| 8 | BSCX | Invesco Bulletshares 2033 Cb | ETF-Other | 2.25% | -0.17% | +2.33% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.19% | +0.15% | -1.28% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.99% | -0.16% | -2.84% | |
| 11 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.89% | -0.12% | +1.18% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.86% | -0.13% | +23.80% | |
| 13 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.66% | -0.13% | -1.00% | |
| 14 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.52% | -0.10% | +2.03% | |
| 15 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.42% | -0.10% | +15.57% | |
| 16 | BSCY | Invesco Bulletshares 2034 Cb | ETF-Other | 1.34% | -0.14% | +16.48% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.24% | — | -0.42% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.24% | -0.03% | -0.19% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.21% | +0.05% | -7.12% | |
| 20 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.20% | -0.08% | +8.87% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.18% | +0.02% | -1.25% | |
| 22 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.18% | -0.10% | +8.24% | |
| 23 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.15% | -0.05% | +2.13% | |
| 24 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.13% | -0.11% | +6.52% | |
| 25 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.08% | -0.06% | -15.74% | |
| 26 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.05% | -0.01% | -2.00% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.04% | +0.08% | -3.29% | |
| 28 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.03% | -0.02% | +17.16% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.99% | — | -49.32% | |
| 30 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.96% | -0.04% | +1.29% | |
| 31 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.91% | -0.08% | -16.54% | |
| 32 | RGLD | Royal Gold Inc | Stock-Materials | 0.87% | -0.33% | +0.31% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | +0.08% | -18.51% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.83% | -0.01% | -0.77% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.82% | -0.05% | +12.20% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.04% | -0.69% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.72% | +0.03% | -7.74% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.04% | +15.97% | |
| 39 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.67% | -0.03% | -15.42% | |
| 40 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.65% | +0.04% | +9.37% | |
| 41 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.61% | -0.03% | -16.37% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.09% | -6.28% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.54% | -0.01% | +10.94% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.53% | +0.11% | +1.35% | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.53% | +0.06% | +5.62% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | +0.08% | +0.50% | |
| 47 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.51% | -0.08% | -9.71% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.51% | +0.02% | +0.85% | |
| 49 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.50% | -0.02% | -16.34% | |
| 50 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 0.49% | -0.01% | -9.64% |
According to official SEC Form 13F filings, BCS Wealth Management reported a total U.S. public equity portfolio value of $555.1M across 243 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SCHX, BSCP) accounted for 13.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $29.2M
During Q1 2025, BCS Wealth Management's top holdings by market value included VOO (7.5%)、SCHX (3.8%)、BSCP (3.0%). The largest single position, VOO, represented 7.5% of total portfolio value.
In Q1 2025, BCS Wealth Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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