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CIK: 0001798172
Total reported value
$555.1M
$555.1M
263 檔
17.8%
In Q2 2025, BCS Wealth Management's U.S. equity holdings reached a combined market value of $555.1M, distributed across 263 disclosed stock positions.
In Q2 2025, BCS Wealth Management displayed an active expansion posture, initiating 1 new positions and adding to 38 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 263 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.18% | +0.47% | +17.95% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.20% | +0.05% | +18.96% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.32% | -0.29% | +814.66% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.05% | -0.12% | +26.90% | |
| 5 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.50% | — | -1.58% | |
| 6 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.49% | -0.26% | +2.82% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.20% | +0.15% | +1.11% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.18% | -0.13% | +12.65% | |
| 9 | BSCX | Invesco Bulletshares 2033 Cb | ETF-Other | 1.99% | -0.17% | +4.50% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.99% | -0.07% | +2.84% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.88% | -0.13% | +20.92% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.77% | -0.16% | +11.75% | |
| 13 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.65% | -0.12% | +3.98% | |
| 14 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.39% | -0.10% | +8.12% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.26% | +0.05% | +15.41% | |
| 16 | BSCY | Invesco Bulletshares 2034 Cb | ETF-Other | 1.24% | -0.14% | +9.64% | |
| 17 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.21% | -0.10% | -3.57% | |
| 18 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.20% | -0.08% | +10.47% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.17% | +0.02% | +0.46% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.12% | -0.03% | +5.71% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.12% | — | -3.06% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.10% | — | +44.55% | |
| 23 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.07% | -0.05% | +10.23% | |
| 24 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.07% | -0.02% | +24.07% | |
| 25 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.05% | -0.10% | +5.78% | |
| 26 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.04% | -0.13% | -25.22% | |
| 27 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.03% | -0.11% | +8.02% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.09% | +44.52% | |
| 29 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.98% | -0.01% | +9.73% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.04% | +26.07% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | +0.08% | +10.49% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.08% | +3.73% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.80% | -0.05% | +15.64% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | -0.01% | +4.09% | |
| 35 | RGLD | Royal Gold Inc | Stock-Materials | 0.79% | -0.33% | +0.25% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.79% | -0.06% | -11.41% | |
| 37 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.77% | +0.04% | +36.20% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | +0.04% | -0.69% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.66% | +0.03% | -0.27% | |
| 40 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.65% | -0.08% | -14.38% | |
| 41 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.63% | -0.06% | +32.79% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | +0.08% | +21.31% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.11% | +64.05% | |
| 44 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.55% | +0.06% | +6.13% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | -0.01% | +8.71% | |
| 46 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.55% | -0.03% | +1.52% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.54% | +0.11% | +9.22% | |
| 48 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.54% | -0.03% | -10.15% | |
| 49 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.51% | +0.04% | +25.68% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.51% | +0.02% | +14.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +2.9% | +814.66% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.7% | +17.95% | Add |
| 3 | SCHF | Schwab Intl Equity ETF | +0.5% | +26.90% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +44.52% | Add |
| 5 | SCHX | Schwab US Large-cap ETF | +0.4% | +18.96% | Add |
| 6 | KMB | Kimberly-clark CORP | +0.4% | NEW | New buy |
| 7 | MSFT | Microsoft CORP | +0.3% | +26.07% | Add |
| 8 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.2% | +137.21% | Add |
| 9 | BAC | Bank Of America CORP | +0.2% | +237.12% | Add |
| 10 | SCHC | Schwab Intl Small-cap Equity | +0.2% | +32.79% | Add |
| 11 | DUK | Duke Energy CORP | +0.2% | +359.42% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | +159.51% | Add |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +36.20% | Add |
| 14 | AAPL | Apple Inc | +0.1% | +44.55% | Add |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +64.05% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +78.64% | Add |
| 17 | SCHG | Schwab US Large-cap Growth | +0.1% | +41.23% | Add |
| 18 | COST | Costco Wholesale CORP | +0.1% | +79.80% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | +77.95% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +10.49% | Add |
| 21 | NFLX | Netflix Inc | +0.1% | +21.49% | Add |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +60.11% | Add |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +21.31% | Add |
| 24 | PAPR | Innovator U.s. Equity Power | +0.1% | +32.89% | Add |
| 25 | SCHA | Schwab US Small-cap ETF | +0.1% | +15.41% | Add |
| 26 | VIOO | Vanguard S&p Small-cap 600 E | +0.1% | +25.68% | Add |
| 27 | BOND | Pimco Active Bond Exchange-t | 0% | +24.07% | Add |
| 28 | AGG | Ishares Core U.s. Aggregate | 0% | +20.92% | Add |
| 29 | QQQM | Invesco Nasdaq 100 ETF | 0% | +6.13% | Add |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +1.11% | Add |
| 31 | VYMI | Vanguard Int High Dvd Yld In | — | +10.47% | Add |
| 32 | VUG | Vanguard Growth ETF | 0% | +0.46% | Add |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +15.64% | Add |
| 34 | VTI | Vanguard Total Stock Mkt ETF | 0% | +4.09% | Add |
| 35 | BSCT | Invesco Bulletshares 2029 Cb | -0.1% | +10.23% | Add |
| 36 | BSCY | Invesco Bulletshares 2034 Cb | -0.1% | +9.64% | Add |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +12.65% | Add |
| 38 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | -0.1% | EXIT | Sold out |
| 39 | BSCS | Invesco Bulletshares 2028 Cb | -0.1% | +8.12% | Add |
| 40 | IBTG | Ishares Ibonds Dec 2026 Term | -0.1% | EXIT | Sold out |
| 41 | IBDR | Ishares Ibonds Dec 2026 Term | -0.1% | EXIT | Sold out |
| 42 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.2% | EXIT | Sold out |
| 43 | TLT | iShares 20+ Year Treasury Bond ETF | -0.2% | EXIT | Sold out |
| 44 | TOTL | Ss Doubleline Tr Tact ETF | -0.2% | -38.26% | Trim |
| 45 | MMIN | Nyli Mackay Muni Insured ETF | -0.2% | -37.33% | Trim |
| 46 | BSCX | Invesco Bulletshares 2033 Cb | -0.3% | +4.50% | Add |
| 47 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -0.3% | -14.38% | Trim |
| 48 | NOBL | Proshares S&p 500 Dividend A | -0.3% | -11.41% | Trim |
| 49 | MINO | Pimco Municipal Income Oppor | -0.5% | -37.03% | Trim |
| 50 | MUNI | Pimco Intermediate Municipal | -0.6% | -25.22% | Trim |
According to official SEC Form 13F filings, BCS Wealth Management reported a total U.S. public equity portfolio value of $555.1M across 263 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SCHX, PG) accounted for 17.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
KMB
市值: $1.8M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $624.0K
During Q2 2025, BCS Wealth Management's top holdings by market value included VOO (8.2%)、SCHX (4.2%)、PG (3.3%). The largest single position, VOO, represented 8.2% of total portfolio value.
In Q2 2025, BCS Wealth Management made 50 total portfolio adjustments, initiating 1 new buys, adding to 38 positions, trimming 6 holdings, and fully liquidating 5 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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