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CIK: 0001798172
Total reported value
$555.1M
$555.1M
246 檔
17.7%
According to the latest 13F quarterly dataset, BCS Wealth Management managed an equity portfolio of $555.1M at the end of Q3 2025, spanning 246 distinct U.S. exchange-listed positions.
In Q3 2025, BCS Wealth Management displayed an active expansion posture, initiating 2 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 246 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.62% | +0.47% | +4.20% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.00% | +0.05% | -15.71% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.43% | -0.12% | +1.84% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.56% | +0.15% | +1.29% | |
| 5 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.48% | -0.26% | -4.96% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.48% | -0.13% | +24.14% | |
| 7 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.41% | — | -7.92% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.28% | -0.13% | -0.86% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.20% | -0.07% | -0.13% | |
| 10 | BSCX | Invesco Bulletshares 2033 Cb | ETF-Other | 2.09% | -0.17% | -1.07% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.77% | -0.16% | -7.23% | |
| 12 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.69% | -0.12% | -2.34% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.49% | -0.08% | +12.26% | |
| 14 | BSCY | Invesco Bulletshares 2034 Cb | ETF-Other | 1.41% | -0.14% | +6.89% | |
| 15 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.40% | -0.10% | -4.36% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.34% | +0.02% | -0.18% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.25% | — | +0.82% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.24% | -0.03% | — | |
| 19 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.24% | -0.02% | +9.25% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.23% | +0.05% | -15.90% | |
| 21 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.22% | -0.10% | -8.16% | |
| 22 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.11% | -0.10% | -1.08% | |
| 23 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.08% | -0.11% | -1.51% | |
| 24 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.06% | -0.05% | -5.46% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.06% | +0.04% | +22.19% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.05% | — | -27.05% | |
| 27 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.04% | -0.13% | -6.15% | |
| 28 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.99% | -0.01% | -4.03% | |
| 29 | RGLD | Royal Gold Inc | Stock-Materials | 0.99% | -0.33% | +5.07% | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.95% | -0.05% | +9.35% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.93% | +0.08% | -10.48% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.09% | -24.48% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.86% | -0.01% | -3.99% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.82% | +0.03% | +9.03% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.08% | -15.64% | |
| 36 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.72% | -0.08% | +4.96% | |
| 37 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.71% | -0.06% | -16.66% | |
| 38 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.70% | -0.06% | +0.02% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.67% | +0.11% | +8.84% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.66% | +0.06% | +5.45% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.08% | -0.70% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.04% | -36.55% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.63% | -0.01% | +0.11% | |
| 44 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.63% | +0.04% | +7.46% | |
| 45 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.58% | -0.03% | -1.31% | |
| 46 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.57% | -0.03% | -4.09% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.04% | -24.51% | |
| 48 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.51% | -0.08% | +4.58% | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.47% | +0.02% | -15.97% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.47% | +0.02% | -1.44% |
According to official SEC Form 13F filings, BCS Wealth Management reported a total U.S. public equity portfolio value of $555.1M across 246 disclosed positions in Q3 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, SCHF) accounted for 17.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
IBIT
市值: $626.3K
Top Position Liquidated / Trimmed
ABT
前期市值: $727.0K
During Q3 2025, BCS Wealth Management's top holdings by market value included VOO (9.6%)、SCHX (4.0%)、SCHF (3.4%). The largest single position, VOO, represented 9.6% of total portfolio value.
In Q3 2025, BCS Wealth Management made 50 total portfolio adjustments, initiating 2 new buys, adding to 30 positions, trimming 14 holdings, and fully liquidating 4 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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